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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 %
PMSA
1051
Patrick M. Sweeney & Associates
Illinois
$305K +$305K +2,562 New
CCB
1052
Country Club Bank
Missouri
$305K
OC
1053
Oarsman Capital
Wisconsin
$304K -$11.3K -95 -4%
BWM
1054
BlackDiamond Wealth Management
New York
$303K -$41.5K -346 -12%
NL
1055
Navalign LLC
California
$303K -$111K -928 -27%
FM
1056
Foster & Motley
Ohio
$301K -$128K -1,080 -30%
NPT
1057
Nixon Peabody Trust
Massachusetts
$301K +$301K +2,525 New
SCM
1058
Stevens Capital Management
Pennsylvania
$300K +$300K +2,521 New
SAM
1059
Silvercrest Asset Management
New York
$298K
LCWP
1060
Legacy Capital Wealth Partners
Arkansas
$297K +$34.3K +288 +13%
SIG
1061
Sargent Investment Group
Maryland
$297K -$1.79K -15 -0.6%
WP
1062
Westmount Partners
California
$296K
FFM
1063
Forum Financial Management
Illinois
$296K -$98.1K -824 -25%
KCM
1064
Kathmere Capital Management
Pennsylvania
$294K -$16.8K -141 -5%
LSAG
1065
Lake Street Advisors Group
New Hampshire
$294K +$294K +2,469 New
VI
1066
Versor Investments
New York
$294K -$1.39M -11,647 -83%
SWM
1067
Spire Wealth Management
Virginia
$294K -$9.89K -81 -3%
First Manhattan
1068
First Manhattan
New York
$293K -$49.9K -419 -15%
CPC
1069
Consolidated Planning Corp
Georgia
$293K -$9.17K -77 -3%
TPI
1070
Trust Point Inc
Wisconsin
$292K +$292K +2,453 New
FIM
1071
Fruth Investment Management
Texas
$292K -$1.19K -10 -0.4%
GWM
1072
Geneos Wealth Management
Colorado
$292K -$81.6K -685 -22%
GA
1073
Greytown Advisors
Florida
$290K
CB
1074
Cadence Bank
Mississippi
$290K
SIC
1075
Sterling Investment Counsel
New York
$289K