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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
951
Avantax Planning Partners
Iowa
$380K +$4.24K +37 +1%
FFM
952
Forum Financial Management
Illinois
$379K -$28.1K -245 -7%
Lido Advisors
953
Lido Advisors
California
$375K -$222K -1,940 -37%
SWM
954
Spire Wealth Management
Virginia
$373K -$4.56M -39,802 -92%
RGC
955
Roberts, Glore & Co
Illinois
$372K
FHA
956
Flagship Harbor Advisors
Massachusetts
$371K -$4.01K -35 -1%
SC
957
SRB Corp
Massachusetts
$371K +$371K +3,238 New
JIC
958
Johnson Investment Counsel
Ohio
$369K -$10.4K -91 -3%
MKC
959
M. Kraus & Co
Vermont
$369K
AR
960
Apeiron RIA
Texas
$368K +$61.5K +537 +20%
KFI
961
Key Financial Inc
Pennsylvania
$368K
MIM
962
MTM Investment Management
South Carolina
$367K +$32.3K +282 +10%
MMHP
963
Murphy Middleton Hinkle & Parker
Georgia
$365K
AOWM
964
Alpha Omega Wealth Management
Virginia
$365K
CFG
965
Citizens Financial Group
Rhode Island
$363K
WA
966
Wealth Alliance
New York
$363K +$16.5K +144 +5%
ACA
967
Aptus Capital Advisors
Alabama
$363K -$5.31M -46,379 -94%
BCM
968
Buckhead Capital Management
Georgia
$362K -$917 -8 -0.3%
TT
969
TI-Trust
Illinois
$360K
SAM
970
Shell Asset Management
Netherlands
$359K
NL
971
Navalign LLC
California
$359K -$54.9K -479 -13%
IIA
972
ICW Investment Advisors
Arizona
$357K +$17.7K +154 +5%
PWM
973
Perigon Wealth Management
California
$356K -$19.8K -173 -5%
MNBTD
974
Moody National Bank Trust Division
Texas
$356K
FAM
975
Flaharty Asset Management
Florida
$356K +$115 +1 +0%