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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 %
CFGS
1051
Concourse Financial Group Securities
Alabama
$285K -$101K -881 -26%
TW
1052
Transform Wealth
Colorado
$285K -$8.82K -77 -3%
DL
1053
DOHJ LLC
Washington
$285K -$71.5K -624 -20%
ACM
1054
Advisors Capital Management
New Jersey
$284K +$14.1K +123 +5%
FIM
1055
Fruth Investment Management
Texas
$282K
SWM
1056
Stockman Wealth Management
Montana
$281K
SIG
1057
Sargent Investment Group
Maryland
$277K +$1.67K +15 +0.6%
JWWM
1058
Johnson & White Wealth Management
Pennsylvania
$277K +$277K +2,419 New
FL
1059
Fort LP
Maryland
$275K -$110K -958 -29%
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$275K -$4.24K -37 -2%
OCG
1061
Opus Capital Group
Ohio
$274K -$4K -35 -1%
PIA
1062
Powell Investment Advisors
Florida
$274K +$115 +1 +0%
WA
1063
WBH Advisory
Maryland
$273K +$273K +2,385 New
AIM
1064
Aspen Investment Management
Michigan
$273K
PI
1065
Pettee Investors
Connecticut
$272K
OR
1066
Olympiad Research
Connecticut
$272K +$272K +2,374 New
CCP
1067
Cassia Capital Partners
North Carolina
$271K -$11.1K -97 -4%
CCIA
1068
Cherry Creek Investment Advisors
Colorado
$270K +$1.95K +17 +0.7%
EWA
1069
EverSource Wealth Advisors
Alabama
$270K +$49.6K +433 +23%
Fisher Asset Management
1070
Fisher Asset Management
Washington
$270K -$366K -3,192 -58%
LIM
1071
Loudon Investment Management
New Hampshire
$269K
AA
1072
Aufman Associates
Pennsylvania
$269K
CWM
1073
Core Wealth Management
Florida
$269K -$10.1K -88 -4%
SIA
1074
SkyView Investment Advisors
New Jersey
$269K +$39.6K +346 +17%
GWM
1075
Gray Wealth Management
Maine
$269K -$5.61K -49 -2%