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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 %
BC
1201
Barrett & Company
Rhode Island
$125K +$55.9K +500 +81%
EWM
1202
Endurance Wealth Management
Rhode Island
$122K
SWA
1203
Sutton Wealth Advisors
Florida
$121K -$447 -4 -0.4%
DAM
1204
Delta Asset Management
Tennessee
$114K
PMFA
1205
Plante Moran Financial Advisors
Michigan
$112K -$2.57K -23 -2%
CWM
1206
Compass Wealth Management
Connecticut
$112K
AA
1207
Alta Advisers
United Kingdom
$112K
MBFW
1208
Morton Brown Family Wealth
Pennsylvania
$112K
ADL
1209
Asset Dedication LLC
California
$111K
AA
1210
Addison Advisors
Vermont
$107K
BWAM
1211
Boyd Watterson Asset Management
Ohio
$106K
FCAG
1212
First Capital Advisors Group
New Jersey
$102K +$102K +913 New
FFA
1213
Farther Finance Advisors
California
$102K -$36.2K -324 -26%
HWA
1214
Heritage Wealth Advisors
Virginia
$101K
VC
1215
Vestor Capital
Illinois
$98K +$98K +879 New
FMB
1216
Field & Main Bank
Kentucky
$97.9K -$2.8K -25 -3%
OA
1217
Operose Advisors
Wisconsin
$97.3K
SAM
1218
S.A. Mason
Michigan
$97.3K
BTI
1219
Blue Trust Inc
Georgia
$97K -$110K -955 -53%
SWA
1220
SOA Wealth Advisors
New York
$94K +$783 +7 +0.8%
AIC
1221
Archer Investment Corporation
Indiana
$93.6K -$14.7K -131 -14%
PPWM
1222
PFG Private Wealth Management
Florida
$89.5K +$447 +4 +0.5%
MWM
1223
Mascoma Wealth Management
New Hampshire
$87.6K
AAG
1224
Armstrong Advisory Group
Massachusetts
$86.9K
CB
1225
Community Bank
New York
$86.7K -$11.2K -100 -11%