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Paychex

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1151
Aries Wealth Management
Maine
$243K
WP
1152
WealthPLAN Partners
Nebraska
$242K +$238 +2 +0.1%
NAM
1153
NorthCrest Asset Manangement
Minnesota
$242K
NCFG
1154
New Century Financial Group
New Jersey
$242K +$242K +2,030 New
CRI
1155
Colonial River Investments
Virginia
$242K +$242K +2,028 New
PVI
1156
Pine Valley Investments
New Jersey
$241K +$596 +5 +0.2%
FAFN
1157
First Affirmative Financial Network
Colorado
$240K +$240K +2,019 New
FMP
1158
Financial Management Professionals
Texas
$240K +$30.5K +256 +15%
SFWC
1159
Strategic Family Wealth Counselors
New Jersey
$240K
PWMG
1160
Pinnacle Wealth Management Group
Michigan
$239K
SAM
1161
Sequent Asset Management
Texas
$238K
BHIA
1162
Birch Hill Investment Advisors
Massachusetts
$238K
CAM
1163
Cubic Asset Management
Massachusetts
$238K
SJL
1164
Shayne & Jacobs LLC
Tennessee
$238K
SAM
1165
Smithbridge Asset Management
Pennsylvania
$238K
MIS
1166
Morningstar Investment Services
Illinois
$238K +$238K +1,989 New
GIA
1167
Gladstone Institutional Advisory
Florida
$237K +$237K +1,992 New
GFS
1168
GYL Financial Synergies
Connecticut
$237K -$28.7K -241 -11%
JWWM
1169
Johnson & White Wealth Management
Pennsylvania
$237K -$50.6K -426 -18%
AFG
1170
Allegheny Financial Group
Pennsylvania
$236K -$6.07K -51 -3%
CCM
1171
Chaney Capital Management
Washington
$236K +$236K +1,983 New
RMDI
1172
R.M. Davis Inc
Maine
$236K
RIA
1173
Regal Investment Advisors
Michigan
$234K +$953 +8 +0.4%
WPC
1174
Wedmont Private Capital
Pennsylvania
$234K +$234K +1,956 New
PI
1175
PineBridge Investments
New York
$233K -$169K -1,418 -42%