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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1126
LGT Financial Advisors
Texas
$232K -$58.1K -507 -20%
SFWC
1127
Strategic Family Wealth Counselors
New Jersey
$231K -$802 -7 -0.3%
BHIA
1128
Birch Hill Investment Advisors
Massachusetts
$229K
CAM
1129
Cubic Asset Management
Massachusetts
$229K
SJL
1130
Shayne & Jacobs LLC
Tennessee
$229K
WP
1131
Wedgewood Partners
Missouri
$229K
LS
1132
Livforsakringsbolaget Skandia
Sweden
$229K
ISWM
1133
Independent Solutions Wealth Management
New York
$229K -$6.76K -59 -3%
IP
1134
Investment Partners
Ohio
$228K +$917 +8 +0.4%
Empower Advisory Group
1135
Empower Advisory Group
Colorado
$227K +$227K +2,042 New
SB
1136
Sunflower Bank
Texas
$226K -$24.3K -212 -10%
CAWM
1137
Capital Advisors Wealth Management
Washington
$225K
WR
1138
WD Rutherford
Oregon
$225K
GWS
1139
Glassman Wealth Services
Virginia
$225K -$4.35K -38 -2%
AWA
1140
Arete Wealth Advisors
Illinois
$223K +$223K +1,950 New
RPWA
1141
Regent Peak Wealth Advisors
Georgia
$223K -$12.5K -109 -5%
FNBOSM
1142
First National Bank of South Miami
Florida
$222K +$6.19K +54 +3%
VDI
1143
Vaughan David Investments
Illinois
$222K
VIA
1144
Virtus Investment Advisers
Connecticut
$222K
PIA
1145
Perennial Investment Advisors
California
$221K +$221K +1,931 New
DMBA
1146
Deseret Mutual Benefit Administrators
Utah
$221K -$18.7K -163 -8%
TIA
1147
Tiemann Investment Advisors
California
$221K +$2.87K +25 +1%
GM
1148
GeoWealth Management
Illinois
$220K -$132K -1,155 -38%
PIA
1149
Pinion Investment Advisors
Kansas
$220K -$41.6K -363 -16%
SC
1150
Searle & Co
Connecticut
$220K