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Paychex

1,401 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 488 increasing their positions, 558 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
Holders Change
-31
Holders Change %
-2.16%
% of All Funds
23.69%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
488
Reduced
558
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1051
OneAscent Wealth Management
Alabama
$269K +$269K +2,361 New
LIM
1052
Loudon Investment Management
New Hampshire
$268K -$2.74K -24 -1%
ST
1053
Smithfield Trust
Pennsylvania
$268K
AA
1054
Aufman Associates
Pennsylvania
$268K
OFS
1055
OneAscent Financial Services
Alabama
$267K +$267K +2,346 New
PPW
1056
Pinnacle Private Wealth
Massachusetts
$265K -$25K -220 -9%
AWM
1057
Aberdeen Wealth Management
Illinois
$265K -$5.46K -48 -2%
OWA
1058
One Wealth Advisors
California
$265K -$683 -6 -0.3%
SIC
1059
Sigma Investment Counselors
Michigan
$264K
CCP
1060
Cassia Capital Partners
North Carolina
$264K
SWM
1061
Stockman Wealth Management
Montana
$263K
CCIA
1062
Cherry Creek Investment Advisors
Colorado
$263K +$1.71K +15 +0.7%
NME
1063
Notis-McConarty Edward
$262K -$22.8K -200 -8%
SFS
1064
Strategic Financial Services
New York
$262K -$5.47K -48 -2%
WCA
1065
Waypoint Capital Advisors
Minnesota
$262K +$1.25K +11 +0.5%
CFG
1066
Cooper Financial Group
California
$262K +$27.1K +238 +12%
ETC
1067
Exchange Traded Concepts
Oklahoma
$261K -$65.2K -573 -20%
JCM
1068
Jacobi Capital Management
Pennsylvania
$261K +$1.03K +9 +0.4%
FWP
1069
FAS Wealth Partners
Kansas
$261K +$72.4K +636 +38%
BFAG
1070
Blackston Financial Advisory Group
Florida
$260K +$5.82K +50 +2%
CCIA
1071
Campbell & Co Investment Adviser
Maryland
$260K +$260K +2,281 New
HIP
1072
HUB Investment Partners
Texas
$259K
EWM
1073
Executive Wealth Management
Michigan
$256K -$51.6K -453 -17%
NP
1074
NorthRock Partners
Minnesota
$256K +$47.1K +414 +23%
SB
1075
Sunflower Bank
Texas
$255K -$64.9K -571 -20%