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Paychex

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1126
Brookstone Capital Management
Illinois
$223K +$1.02K +9 +0.5%
FMP
1127
Financial Management Professionals
Texas
$223K +$55.9K +499 +33%
WP
1128
WealthPLAN Partners
Nebraska
$220K -$21.1K -189 -9%
VCG
1129
Vantage Consulting Group
Virginia
$218K -$16.8K -150 -7%
SA
1130
Syntax Advisors
New York
$218K -$16.8K -150 -7%
EFG
1131
Ethos Financial Group
Pennsylvania
$218K
DAS
1132
Dynamic Advisor Solutions
Arizona
$218K +$3.8K +34 +2%
VDI
1133
Vaughan David Investments
Illinois
$217K
CAWM
1134
Capital Advisors Wealth Management
Washington
$216K -$3.69K -33 -2%
PIA
1135
Perennial Investment Advisors
California
$216K -$224 -2 -0.1%
OC
1136
Oakworth Capital
Alabama
$216K -$25.1K -224 -10%
GS
1137
GTS Securities
New York
$215K +$215K +1,924 New
EWM
1138
Executive Wealth Management
Michigan
$215K +$215K +1,923 New
DMBA
1139
Deseret Mutual Benefit Administrators
Utah
$214K -$1.57K -14 -0.7%
GM
1140
GeoWealth Management
Illinois
$214K -$1.35K -12 -0.6%
TH
1141
TCTC Holdings
Texas
$212K
GWS
1142
Glassman Wealth Services
Virginia
$211K -$8.17K -73 -4%
RPWA
1143
Regent Peak Wealth Advisors
Georgia
$211K -$6.38K -57 -3%
AT
1144
Arden Trust
Delaware
$211K +$211K +1,891 New
PBO
1145
Peoples Bank (Ohio)
Ohio
$211K
SIC
1146
Schwartz Investment Counsel
Michigan
$210K
FC
1147
Fulcrum Capital
Washington
$210K +$210K +1,877 New
KBFS
1148
Kohmann Bosshard Financial Services
Ohio
$209K
RFN
1149
RDA Financial Network
Iowa
$208K
RWP
1150
RWA Wealth Partners
Massachusetts
$208K +$208K +1,856 New