PAYX icon

Paychex

1,437 hedge funds and large institutions have $29.8B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 514 increasing their positions, 511 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
+20
Holders Change %
+1.41%
% of All Funds
23.18%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
514
Reduced
511
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1101
CX Institutional
Indiana
$251K +$251K +2,173 New
OC
1102
Oakworth Capital
Alabama
$250K +$7.51K +65 +3%
LFG
1103
Lockerman Financial Group
California
$247K
BFA
1104
Beaumont Financial Advisors
Massachusetts
$246K -$480K -4,158 -66%
CSB
1105
City State Bank
Iowa
$245K
HFM
1106
Harvest Fund Management
China
$245K +$50.7K +435 +26%
SIM
1107
Sentry Investment Management
Wisconsin
$244K -$8.55K -74 -3%
MIM
1108
Moseley Investment Management
Florida
$244K +$693 +6 +0.3%
BWM
1109
BlackDiamond Wealth Management
New York
$244K -$21.1K -180 -8%
SCM
1110
Silvant Capital Management
Georgia
$244K
PWMG
1111
Pinnacle Wealth Management Group
Michigan
$243K
SDH
1112
Sloy Dahl & Holst
Washington
$243K
DMBA
1113
Deseret Mutual Benefit Administrators
Utah
$242K -$199K -1,723 -45%
FCA
1114
FLC Capital Advisors
California
$241K
GA
1115
Geller Advisors
New York
$241K -$6.47K -56 -3%
EWM
1116
Executive Wealth Management
Michigan
$239K +$211K +1,823 +747%
IAIM
1117
International Assets Investment Management
Florida
$238K -$9.25K -80 -4%
VWM
1118
Vigilare Wealth Management
Arizona
$238K +$347 +3 +0.1%
VCM
1119
Vivaldi Capital Management
Illinois
$238K +$2K +17 +0.8%
ISWM
1120
Independent Solutions Wealth Management
New York
$237K
RPWA
1121
Regent Peak Wealth Advisors
Georgia
$237K +$8.78K +76 +4%
WGAM
1122
Wilkinson Global Asset Management
New York
$237K
TCA
1123
Transcend Capital Advisors
New Jersey
$237K +$21.6K +187 +10%
AFG
1124
Allegheny Financial Group
Pennsylvania
$236K -$76.2K -659 -24%
AWM
1125
Aries Wealth Management
Maine
$236K