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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 %
AO
1076
Advisor OS
Illinois
$289K +$18K +151 +7%
CT
1077
Chicago Trust
Illinois
$288K
MJP
1078
Michael J. Puzo
$288K
CCIA
1079
Cherry Creek Investment Advisors
Colorado
$287K +$2.03K +17 +0.7%
CCMG
1080
Clark Capital Management Group
Pennsylvania
$286K +$286K +2,398 New
OL
1081
Optas LLC
Texas
$284K -$4.17K -35 -1%
PI
1082
Pettee Investors
Connecticut
$283K
WB
1083
WesBanco Bank
West Virginia
$282K -$44.7K -375 -14%
MA
1084
Mutual Advisors
Nebraska
$281K +$281K +2,362 New
PPWP
1085
Premier Path Wealth Partners
New Jersey
$281K +$281K +2,359 New
BFA
1086
Beaumont Financial Advisors
Massachusetts
$280K
AA
1087
Aufman Associates
Pennsylvania
$280K
LIM
1088
Loudon Investment Management
New Hampshire
$280K
WA
1089
WBH Advisory
Maryland
$280K -$13.5K -113 -5%
AIM
1090
Aspen Investment Management
Michigan
$279K -$7.75K -65 -3%
IB
1091
Intrust Bank
Kansas
$278K +$24.3K +204 +10%
CFG
1092
Cooper Financial Group
California
$278K +$6.31K +53 +2%
LS
1093
Livforsakringsbolaget Skandia
Sweden
$278K +$39.9K +335 +17%
BCM
1094
Brown Capital Management
Maryland
$278K
PIA
1095
Powell Investment Advisors
Florida
$277K -$7.27K -61 -3%
FFP
1096
FourThought Financial Partners
Florida
$277K +$5.48K +46 +2%
DOA
1097
D'Orazio & Associates
Virginia
$276K +$276K +2,316 New
CB
1098
Centennial Bank
Arkansas
$275K +$8.34K +70 +3%
CFGS
1099
Concourse Financial Group Securities
Alabama
$275K -$17.5K -147 -6%
NME
1100
Notis-McConarty Edward
$274K