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Paychex

1,504 hedge funds and large institutions have $32.3B invested in Paychex in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 549 increasing their positions, 569 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-14
Holders Change %
-0.92%
% of All Funds
21.87%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
119
Increased
549
Reduced
569
Closed
116
Calls
$227M
Puts
$205M
Net Calls
+$22.3M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
TVM
1076
True Vision MN
Minnesota
$310K +$310K +2,616 New
FAFN
1077
First Affirmative Financial Network
Colorado
$309K +$69.4K +585 +29%
ANTB
1078
AMG National Trust Bank
Colorado
$308K +$308K +2,599 New
GWM
1079
Geneos Wealth Management
Colorado
$308K +$6.64K +56 +2%
SAM
1080
Strategy Asset Managers
California
$307K -$10.4K -93 -3%
PMSA
1081
Patrick M. Sweeney & Associates
Illinois
$304K +$119 +1 +0%
BAM
1082
Belpointe Asset Management
Nevada
$303K -$16.7K -141 -5%
BIM
1083
Baldwin Investment Management
Pennsylvania
$302K -$154K -1,300 -34%
CCB
1084
Country Club Bank
Missouri
$300K
SWM
1085
SeaCrest Wealth Management
New York
$300K -$3.2K -27 -1%
SIG
1086
Sargent Investment Group
Maryland
$299K +$1.78K +15 +0.6%
FCG
1087
Fielder Capital Group
Tennessee
$299K -$10.7K -90 -3%
WB
1088
WesBanco Bank
West Virginia
$298K +$3.2K +27 +1%
CB
1089
Cadence Bank
Mississippi
$297K +$16.1K +136 +6%
SAM
1090
Silvercrest Asset Management
New York
$296K
AO
1091
Advisor OS
Illinois
$295K -$20.3K -171 -6%
OC
1092
Oarsman Capital
Wisconsin
$293K -$11.9K -100 -4%
FMP
1093
Financial Management Professionals
Texas
$293K +$30.6K +258 +12%
OAS
1094
Optivise Advisory Services
Tennessee
$293K +$293K +2,468 New
CPC
1095
Consolidated Planning Corp
Georgia
$291K
LGF
1096
LGT Group Foundation
Liechtenstein
$291K +$291K +2,458 New
BB
1097
Berkshire Bank
Massachusetts
$291K +$42.9K +362 +17%
WP
1098
Westmount Partners
California
$291K
FIM
1099
Fruth Investment Management
Texas
$291K
CCIA
1100
Cherry Creek Investment Advisors
Colorado
$290K +$2.37K +20 +0.8%