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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 %
RMDI
1001
R.M. Davis Inc
Maine
$328K
BFAG
1002
Blackston Financial Advisory Group
Florida
$327K -$9.06K -79 -3%
WFI
1003
West Family Investments
California
$327K -$68.5K -598 -17%
VFA
1004
Valeo Financial Advisors
Indiana
$327K +$56.6K +494 +21%
FFP
1005
FourThought Financial Partners
Florida
$327K -$112K -975 -25%
CWM
1006
Cornerstone Wealth Management
Missouri
$326K +$326K +2,848 New
PFA
1007
Pure Financial Advisors
California
$326K
KA
1008
Kintegral Advisory
New York
$326K -$17.5K -153 -5%
CMBA
1009
C.M. Bidwell & Associates
Hawaii
$324K -$6.65K -58 -2%
WB
1010
WesBanco Bank
West Virginia
$324K -$344 -3 -0.1%
MPIA
1011
Mountain Pacific Investment Advisers
Idaho
$324K
AI
1012
Atom Investors
Texas
$323K +$63.7K +556 +25%
OL
1013
Optas LLC
Texas
$322K +$1.6K +14 +0.5%
QCG
1014
Quadrant Capital Group
Ohio
$322K +$14.9K +130 +5%
MG
1015
Mather Group
Illinois
$322K -$41.9K -366 -12%
OCM
1016
One Capital Management
California
$322K +$322K +2,806 New
GWM
1017
Geneos Wealth Management
Colorado
$318K -$42.9K -374 -12%
OC
1018
Oarsman Capital
Wisconsin
$315K -$11.5K -100 -4%
KAM
1019
Knightsbridge Asset Management
California
$314K
ATC
1020
Argent Trust Co
Tennessee
$310K -$53.1K -463 -15%
AWP
1021
Ascent Wealth Partners
New York
$309K
SXL
1022
Summit X LLC
Missouri
$309K -$13.3K -116 -4%
NQWM
1023
Northwest Quadrant Wealth Management
Oregon
$309K +$1.72K +15 +0.6%
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$307K -$11.5K -100 -4%
BWM
1025
Baron Wealth Management
Michigan
$306K +$1.15K +10 +0.4%