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Paychex

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
951
ICW Investment Advisors
Arizona
$402K +$2.5K +21 +0.6%
PJSIMP
952
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K -$242 -2 -0.1%
SWM
953
SeaCrest Wealth Management
New York
$398K -$2.83K -24 -0.7%
ECM
954
Everence Capital Management
Indiana
$397K
VFA
955
Valeo Financial Advisors
Indiana
$395K +$54.2K +455 +16%
LIM
956
Leavell Investment Management
Alabama
$395K
HP
957
Hyperion Partners
Pennsylvania
$394K -$13K -109 -3%
SOS
958
Silver Oak Securities
Tennessee
$393K +$362K +3,040 +1,156%
CCM
959
Carderock Capital Management
Maryland
$393K -$47.6K -400 -11%
CPRC
960
Consolidated Portfolio Review Corp
New York
$393K -$21.3K -179 -5%
PCA
961
Pallas Capital Advisors
Massachusetts
$392K -$2.98K -25 -0.8%
MCWS
962
McKinley Carter Wealth Services
West Virginia
$392K -$26.7K -224 -6%
M
963
MOTCO
Texas
$391K
MFC
964
Mechanics Financial Corp
Ohio
$391K +$7.74K +65 +2%
PWM
965
Perigon Wealth Management
California
$386K +$151K +1,266 +64%
DL
966
DOHJ LLC
Washington
$386K +$11.6K +97 +3%
GLA
967
Good Life Advisors
Pennsylvania
$384K -$45K -378 -10%
MKC
968
M. Kraus & Co
Vermont
$384K
BAM
969
Berkshire Asset Management
Pennsylvania
$383K -$25.3K -212 -6%
KFI
970
Key Financial Inc
Pennsylvania
$383K
NFP
971
NorthLanding Financial Partners
New York
$381K +$2.03K +17 +0.5%
DWM
972
Darwin Wealth Management
Florida
$380K -$28.2K -237 -7%
RBC
973
Romano Brothers & Co
Illinois
$379K -$158K -1,330 -29%
HWA
974
Heritage Wealth Advisors
Virginia
$379K +$104K +870 +38%
ALAM
975
Asahi Life Asset Management
Japan
$378K +$3.57K +30 +1%