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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 %
IAIM
1151
International Assets Investment Management
Florida
$219K -$16.7K -146 -7%
CAM
1152
Columbia Asset Management
Michigan
$219K
C
1153
Covestor
United Kingdom
$219K +$14.5K +127 +7%
DAS
1154
Dynamic Advisor Solutions
Arizona
$219K -$7.45K -65 -3%
EFG
1155
Ethos Financial Group
Pennsylvania
$218K +$3.09K +27 +1%
ATWA
1156
Arbor Trust Wealth Advisors
Michigan
$217K +$217K +1,896 New
TH
1157
TCTC Holdings
Texas
$217K +$71.2K +621 +49%
LCWP
1158
Legacy Capital Wealth Partners
Arkansas
$216K +$216K +1,886 New
PBO
1159
Peoples Bank (Ohio)
Ohio
$216K
SIC
1160
Schwartz Investment Counsel
Michigan
$215K
BCM
1161
Brookstone Capital Management
Illinois
$214K -$1.97K -18 -0.9%
IA
1162
IFP Advisors
Florida
$214K -$200K -4,809 -48%
KBFS
1163
Kohmann Bosshard Financial Services
Ohio
$214K
SCA
1164
Southern Capital Advisors
Tennessee
$214K +$214K +1,863 New
RFN
1165
RDA Financial Network
Iowa
$213K
PVI
1166
Pine Valley Investments
New Jersey
$213K +$213K +2,005 New
SCI
1167
S&CO Inc
Massachusetts
$212K
GFS
1168
GYL Financial Synergies
Connecticut
$211K +$12K +105 +6%
BPWM
1169
Badgley Phelps Wealth Managers
Washington
$211K
AWAG
1170
ARS Wealth Advisors Group
Florida
$210K +$6.3K +55 +3%
FIM
1171
Freedom Investment Management
Connecticut
$209K +$209K +1,827 New
OFS
1172
OneAscent Financial Services
Alabama
$208K -$20.2K -176 -9%
BTI
1173
Blue Trust Inc
Georgia
$208K +$38.9K +336 +23%
LA
1174
Legacy Advisors
Pennsylvania
$207K +$207K +1,803 New
MFA
1175
Mayflower Financial Advisors
Massachusetts
$207K -$1.72K -15 -0.8%