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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 %
ISL
1176
Ingalls & Snyder LLC
New York
$233K -$11.9K -100 -5%
MSAM
1177
Moloney Securities Asset Management
Missouri
$233K -$843K -7,076 -78%
EFG
1178
Ethos Financial Group
Pennsylvania
$232K +$10.1K +85 +5%
GWANC
1179
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$16.1K +135 +7%
RWM
1180
Rockline Wealth Management
New York
$231K +$231K +1,940 New
VDI
1181
Vaughan David Investments
Illinois
$231K +$119 +1 +0.1%
ACM
1182
Allred Capital Management
Texas
$231K +$231K +1,937 New
PTC
1183
Petrus Trust Company
Texas
$231K +$231K +1,936 New
CAWM
1184
Capital Advisors Wealth Management
Washington
$230K
VNA
1185
Valley National Advisers
Pennsylvania
$230K +$7.12K +60 +3%
RPWA
1186
Regent Peak Wealth Advisors
Georgia
$230K +$2.74K +23 +1%
CBFP
1187
Cedar Brook Financial Partners
Ohio
$229K +$229K +1,921 New
AWA
1188
Aaron Wealth Advisors
Illinois
$227K +$11K +92 +5%
TH
1189
TCTC Holdings
Texas
$226K
PIA
1190
Perennial Investment Advisors
California
$225K -$715 -6 -0.3%
EWM
1191
Executive Wealth Management
Michigan
$225K -$1.91K -16 -0.8%
PBO
1192
Peoples Bank (Ohio)
Ohio
$225K
SIC
1193
Schwartz Investment Counsel
Michigan
$224K
FC
1194
Fulcrum Capital
Washington
$224K
LNB
1195
Ledyard National Bank
$223K -$19.7K -165 -8%
IPWA
1196
International Private Wealth Advisors
California
$223K +$223K +1,875 New
KBFS
1197
Kohmann Bosshard Financial Services
Ohio
$222K
OC
1198
Oakworth Capital
Alabama
$222K -$1.55K -13 -0.7%
TCA
1199
Transcend Capital Advisors
New Jersey
$221K +$4.88K +41 +2%
GWS
1200
Glassman Wealth Services
Virginia
$221K +$2.5K +21 +1%