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Paychex

1,529 hedge funds and large institutions have $36.8B invested in Paychex in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 551 increasing their positions, 569 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+25
Holders Change %
+1.66%
% of All Funds
22.11%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
137
Increased
551
Reduced
569
Closed
93
Calls
$352M
Puts
$417M
Net Calls
-$64.8M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1051
Geneos Wealth Management
Colorado
$368K +$19.1K +142 +5%
SAI
1052
Savvy Advisors Inc
New York
$365K +$83.6K +623 +30%
PAMG
1053
Patton Albertson Miller Group
Tennessee
$363K
AWP
1054
Ascent Wealth Partners
New York
$362K
OCPWS
1055
One Charles Private Wealth Services
Massachusetts
$362K
BFA
1056
Beaumont Financial Advisors
Massachusetts
$360K +$40.4K +301 +13%
RCM
1057
RB Capital Management
Nevada
$358K +$2.55K +19 +0.7%
DLA
1058
Douglas Lane & Associates
New York
$356K
EWM
1059
Empirical Wealth Management
Washington
$351K -$16.1K -120 -4%
NED
1060
Nancy E. Dempze
$350K +$350K +2,608 New
MMHP
1061
Murphy Middleton Hinkle & Parker
Georgia
$348K -$35.7K -266 -9%
WP
1062
Westmount Partners
California
$347K +$13.6K +101 +4%
LGF
1063
LGT Group Foundation
Liechtenstein
$346K
MG
1064
Mather Group
Illinois
$345K -$12.2K -91 -3%
BAM
1065
Belpointe Asset Management
Nevada
$345K +$2.15K +16 +0.6%
DOA
1066
D'Orazio & Associates
Virginia
$345K -$8.72K -65 -2%
PMSA
1067
Patrick M. Sweeney & Associates
Illinois
$344K
LCM
1068
Landscape Capital Management
New Jersey
$342K -$1.92M -14,324 -85%
AO
1069
Advisor OS
Illinois
$341K +$6.84K +51 +2%
CT
1070
Chicago Trust
Illinois
$340K -$37.3K -278 -10%
IC
1071
Inscription Capital
Texas
$340K +$44.5K +332 +15%
CCB
1072
Country Club Bank
Missouri
$339K
SWM
1073
SeaCrest Wealth Management
New York
$339K -$134 -1 -0%
EWA
1074
EverSource Wealth Advisors
Alabama
$338K +$11.5K +86 +4%
SMA
1075
Sage Mountain Advisors
Georgia
$338K +$20.5K +153 +6%