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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 %
BWM
1026
Baron Wealth Management
Michigan
$328K +$7.5K +63 +2%
MG
1027
Mather Group
Illinois
$326K -$49.4K -415 -13%
SP
1028
Symmetry Partners
Connecticut
$326K -$106K -886 -25%
CWP
1029
Cyndeo Wealth Partners
Florida
$326K +$119 +1 +0%
RGC
1030
Roberts, Glore & Co
Illinois
$325K -$61.7K -518 -16%
WEG
1031
World Equity Group
Illinois
$325K +$238 +2 +0.1%
JMFC
1032
J.M. Forbes & Co
Massachusetts
$325K
DBRC
1033
D.B. Root & Company
Pennsylvania
$325K
RCM
1034
RB Capital Management
Nevada
$324K -$10.2K -86 -3%
PAMG
1035
Patton Albertson Miller Group
Tennessee
$323K -$5.96K -50 -2%
AWP
1036
Ascent Wealth Partners
New York
$322K
FFA
1037
Farther Finance Advisors
California
$320K +$58.2K +489 +22%
ZIM
1038
Zacks Investment Management
Illinois
$320K +$119 +1 +0%
CW
1039
CreativeOne Wealth
Kansas
$319K -$332K -2,788 -51%
GW
1040
GW & Wade
Massachusetts
$319K -$833 -7 -0.3%
ZF
1041
Zhang Financial
Michigan
$318K +$14.5K +122 +5%
KWA
1042
Kingswood Wealth Advisors
California
$318K +$318K +2,668 New
PCH
1043
PGIM Custom Harvest
New Jersey
$318K -$11.7K -98 -4%
CWM
1044
Cornerstone Wealth Management
Missouri
$317K -$47.7K -400 -13%
BIM
1045
Bridgecreek Investment Management
Oklahoma
$314K
BFAG
1046
Blackston Financial Advisory Group
Florida
$312K -$14.1K -118 -4%
MAG
1047
M3 Advisory Group
Massachusetts
$311K +$311K +2,614 New
ACM
1048
Advisors Capital Management
New Jersey
$311K +$19.3K +162 +7%
WAM
1049
WNY Asset Management
New York
$310K -$595 -5 -0.2%
FCG
1050
Fielder Capital Group
Tennessee
$310K +$310K +2,605 New