PAYX icon

Paychex

1,504 hedge funds and large institutions have $32.3B invested in Paychex in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 549 increasing their positions, 569 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-14
Holders Change %
-0.92%
% of All Funds
21.87%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
119
Increased
549
Reduced
569
Closed
116
Calls
$227M
Puts
$205M
Net Calls
+$22.3M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
1026
Holderness Investments Company
North Carolina
$353K
PCH
1027
PGIM Custom Harvest
New Jersey
$350K +$31.2K +263 +10%
CCM
1028
Carderock Capital Management
Maryland
$350K
BIG
1029
Brooklyn Investment Group
New York
$349K
BTI
1030
Blue Trust Inc
Georgia
$347K +$216K +1,758 +165%
GA
1031
Geller Advisors
New York
$347K +$16K +135 +5%
SIC
1032
Sigma Investment Counselors
Michigan
$343K -$11.5K -97 -3%
SP
1033
Symmetry Partners
Connecticut
$343K +$19.9K +168 +6%
PFA
1034
Pure Financial Advisors
California
$343K +$237 +2 +0.1%
JMFC
1035
J.M. Forbes & Co
Massachusetts
$342K +$18.7K +158 +6%
SIM
1036
Stratos Investment Management
Ohio
$342K +$114K +961 +50%
SP
1037
Successful Portfolios
Florida
$341K -$46.2K -390 -12%
HWA
1038
Heritage Wealth Advisors
Virginia
$341K -$29K -245 -8%
AP
1039
Advisors Preferred
Maryland
$340K +$340K +2,906 New
CI
1040
CX Institutional
Indiana
$339K -$7.23K -61 -2%
CWM
1041
Cornerstone Wealth Management
Missouri
$339K +$237 +2 +0.1%
MMHP
1042
Murphy Middleton Hinkle & Parker
Georgia
$339K +$119 +1 +0%
LSAG
1043
Lake Street Advisors Group
New Hampshire
$338K +$4.27K +36 +1%
FFG
1044
Fiduciary Financial Group
California
$337K +$337K +2,711 New
MIM
1045
MTM Investment Management
South Carolina
$336K +$4.62K +39 +1%
NQWM
1046
Northwest Quadrant Wealth Management
Oregon
$336K -$3.79K -32 -1%
CCMG
1047
Clark Capital Management Group
Pennsylvania
$336K +$19.1K +161 +6%
MPIA
1048
Mountain Pacific Investment Advisers
Idaho
$335K
PPC
1049
Park Place Capital
Alabama
$334K -$542K -4,570 -62%
AM
1050
AGF Management
Ontario, Canada
$334K -$508K -4,282 -60%