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Paychex

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
976
Gladstone Institutional Advisory
Florida
$343K -$1.4M -12,493 -80%
NL
977
Navalign LLC
California
$342K -$7.61K -68 -2%
CI
978
CX Institutional
Indiana
$342K +$88.5K +791 +35%
JMFC
979
J.M. Forbes & Co
Massachusetts
$342K
HIC
980
Holderness Investments Company
North Carolina
$342K
DIM
981
Delta Investment Management
California
$342K
FAM
982
Flaharty Asset Management
Florida
$341K -$6.49K -58 -2%
ACA
983
Aptus Capital Advisors
Alabama
$341K -$13K -116 -4%
GA
984
Geller Advisors
New York
$339K +$98.1K +877 +41%
LIM
985
Longfellow Investment Management
Massachusetts
$339K +$337K +3,010 +16,722%
Fisher Asset Management
986
Fisher Asset Management
Washington
$339K +$75.5K +675 +29%
SFG
987
SevenBridge Financial Group
Pennsylvania
$337K
PIA
988
Pinion Investment Advisors
Kansas
$336K +$122K +1,090 +57%
CAM
989
Close Asset Management
United Kingdom
$336K
VCM
990
Vigilant Capital Management
Maine
$336K +$336K +3,000 New
VFA
991
Valeo Financial Advisors
Indiana
$336K +$16.8K +150 +5%
NFC
992
Northeast Financial Consultants
Connecticut
$336K
SIC
993
Sigma Investment Counselors
Michigan
$335K +$74.9K +670 +29%
OCPWS
994
One Charles Private Wealth Services
Massachusetts
$334K -$10.1K -90 -3%
BW
995
Bison Wealth
Georgia
$333K +$333K +2,980 New
GIP
996
Greatmark Investment Partners
Georgia
$332K
BFO
997
Biltmore Family Office
North Carolina
$331K
MMHP
998
Murphy Middleton Hinkle & Parker
Georgia
$330K -$26.5K -237 -7%
HFM
999
Harvest Fund Management
China
$328K -$54.1K -484 -14%
GW
1000
GW & Wade
Massachusetts
$327K -$445K -3,978 -58%