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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 %
OL
1101
Optas LLC
Texas
$289K +$15.9K +134 +6%
SAM
1102
SP Asset Management
California
$289K +$289K +2,435 New
SIC
1103
Sterling Investment Counsel
New York
$288K
SFA
1104
Seneca Financial Advisors
New York
$288K -$379K -3,195 -57%
BFA
1105
Beaumont Financial Advisors
Massachusetts
$283K +$5.22K +44 +2%
PI
1106
Pettee Investors
Connecticut
$282K
SMA
1107
Sage Mountain Advisors
Georgia
$281K +$28.1K +237 +11%
FFM
1108
Forum Financial Management
Illinois
$280K +$237 +2 +0.1%
JSW
1109
Journey Strategic Wealth
New Jersey
$280K +$280K +2,360 New
FA
1110
Fiducient Advisors
Illinois
$279K +$279K +2,354 New
LIM
1111
Loudon Investment Management
New Hampshire
$279K
AA
1112
Aufman Associates
Pennsylvania
$279K
AWM
1113
Aberdeen Wealth Management
Illinois
$279K +$356 +3 +0.1%
ACG
1114
Allen Capital Group
Nebraska
$278K +$278K +2,348 New
LS
1115
Livforsakringsbolaget Skandia
Sweden
$277K
BFAG
1116
Blackston Financial Advisory Group
Florida
$275K +$275K +2,323 New
BCM
1117
Brown Capital Management
Maryland
$272K -$4.51K -38 -2%
NL
1118
Navalign LLC
California
$271K
FTIS
1119
First Trust Investment Solutions
Florida
$271K -$345K -2,909 -56%
TPA
1120
Trivium Point Advisory
Connecticut
$271K +$271K +2,283 New
SWM
1121
Spire Wealth Management
Virginia
$269K -$14.6K -123 -5%
CFS
1122
Commonwealth Financial Services
West Virginia
$267K +$2.79K +24 +1%
AWA
1123
Arete Wealth Advisors
Illinois
$267K +$267K +2,248 New
VP
1124
Verum Partners
North Carolina
$267K +$17.2K +145 +7%
SWM
1125
Stockman Wealth Management
Montana
$267K