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Paychex

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JWWM
1076
Johnson & White Wealth Management
Pennsylvania
$279K +$279K +2,420 New
CT
1077
Chicago Trust
Illinois
$279K +$28.1K +244 +11%
OL
1078
Optas LLC
Texas
$279K +$24.2K +210 +10%
MJP
1079
Michael J. Puzo
$279K -$34.6K -300 -11%
AIM
1080
Aspen Investment Management
Michigan
$277K +$2.3K +20 +0.8%
CCIA
1081
Cherry Creek Investment Advisors
Colorado
$276K +$1.96K +17 +0.7%
PIA
1082
Powell Investment Advisors
Florida
$276K +$231 +2 +0.1%
PI
1083
Pettee Investors
Connecticut
$274K
CFS
1084
Commonwealth Financial Services
West Virginia
$272K +$272K +2,357 New
OCBCO
1085
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K +$272K +2,356 New
BFA
1086
Beaumont Financial Advisors
Massachusetts
$271K +$23.5K +204 +10%
LIM
1087
Loudon Investment Management
New Hampshire
$271K
AA
1088
Aufman Associates
Pennsylvania
$271K
GWM
1089
Gray Wealth Management
Maine
$271K +$115 +1 +0%
AWM
1090
Aberdeen Wealth Management
Illinois
$270K +$346 +3 +0.1%
BCM
1091
Brown Capital Management
Maryland
$269K +$7.5K +65 +3%
FWP
1092
FAS Wealth Partners
Kansas
$266K +$577 +5 +0.2%
HWA
1093
Heritage Wealth Advisors
Virginia
$266K +$162K +1,408 +156%
GCIM
1094
Gunn & Company Investment Management
Florida
$266K +$266K +2,308 New
AIM
1095
Artemis Investment Management
United Kingdom
$266K +$266K +2,304 New
NME
1096
Notis-McConarty Edward
$265K
KAS
1097
KPP Advisory Services
Kentucky
$264K +$264K +2,293 New
AAS
1098
Ameritas Advisory Services
Nebraska
$264K +$264K +2,286 New
BHWM
1099
Bar Harbor Wealth Management
New Hampshire
$263K -$11.5K -100 -4%
CFG
1100
Cooper Financial Group
California
$263K +$7.61K +66 +3%