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Paychex

1,437 hedge funds and large institutions have $29.8B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 514 increasing their positions, 511 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
+20
Holders Change %
+1.41%
% of All Funds
23.18%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
514
Reduced
511
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1026
One Wealth Advisors
California
$311K -$168K -1,451 -35%
WAM
1027
Wakefield Asset Management
Colorado
$311K +$809 +7 +0.3%
NQWM
1028
Northwest Quadrant Wealth Management
Oregon
$310K -$33.2K -287 -10%
QCG
1029
Quadrant Capital Group
Ohio
$310K -$14.1K -122 -4%
AR
1030
Apeiron RIA
Texas
$310K +$310K +2,679 New
CI
1031
Conning Inc
Connecticut
$309K -$1.04K -9 -0.3%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$308K -$21.3K -184 -6%
MFC
1033
Mechanics Financial Corp
Ohio
$308K -$17.3K -150 -5%
BWM
1034
Baron Wealth Management
Michigan
$308K +$308K +2,662 New
EP
1035
Eudaimonia Partners
Tennessee
$308K -$29.5K -255 -9%
GCM
1036
Gallacher Capital Management
Colorado
$307K +$307K +2,655 New
WIM
1037
WealthPlan Investment Management
Nebraska
$307K +$57.3K +496 +23%
WAM
1038
WNY Asset Management
New York
$304K -$2.54K -22 -0.8%
BIM
1039
Bridgecreek Investment Management
Oklahoma
$303K
MHS
1040
M Holdings Securities
Oregon
$303K +$15.5K +134 +5%
WP
1041
WealthPLAN Partners
Nebraska
$303K +$303K +2,656 New
E
1042
Ergoteles
New York
$300K +$300K +2,593 New
LFAS
1043
Level Four Advisory Services
Texas
$299K +$66.8K +578 +29%
BJL
1044
Brighton Jones LLC
Washington
$299K +$82.4K +713 +38%
BFW
1045
Brady Family Wealth
Missouri
$299K +$299K +2,584 New
DSC
1046
Duncker Streett & Co
Missouri
$298K -$54.7K -473 -16%
CWM
1047
Cahaba Wealth Management
Georgia
$298K -$11.3K -98 -4%
NL
1048
NWAM LLC
Washington
$297K -$11.8K -102 -4%
TW
1049
Transform Wealth
Colorado
$296K -$6.12K -53 -2%
Simplex Trading
1050
Simplex Trading
Illinois
$295K -$16.6M -143,398 -98%