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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 %
PWP
1201
Phillips Wealth Planners
Mississippi
$221K +$221K +1,836 New
VAM
1202
Verity Asset Management
North Carolina
$221K +$221K +1,854 New
RFN
1203
RDA Financial Network
Iowa
$221K -$834 -7 -0.4%
C
1204
Covestor
United Kingdom
$220K -$23.2K -195 -10%
AWA
1205
Arete Wealth Advisors
Illinois
$220K +$4.17K +35 +2%
1WA
1206
180 Wealth Advisors
Washington
$217K +$2K +17 +0.9%
EA
1207
Everpar Advisors
Oklahoma
$215K +$215K +1,808 New
EI
1208
Ellevest Inc
New York
$215K -$81.1K -681 -27%
EWM
1209
Empirical Wealth Management
Washington
$215K +$215K +1,804 New
BCM
1210
Becker Capital Management
Oregon
$214K
PIM
1211
Provident Investment Management
Michigan
$214K
SSA
1212
Schonfeld Strategic Advisors
New York
$214K -$20.5M -172,152 -99%
OWA
1213
Outlook Wealth Advisors
Texas
$214K +$214K +1,797 New
SFS
1214
Security Financial Services
Indiana
$214K +$3.45K +29 +2%
EIA
1215
Edgemoor Investment Advisors
Maryland
$214K
MFS
1216
Mirabella Financial Services
United Kingdom
$213K +$213K +1,787 New
MCM
1217
Monument Capital Management
Virginia
$212K -$7.27K -61 -3%
ACM
1218
Ategra Capital Management
Virginia
$212K
GEA
1219
Glen Eagle Advisors
New Jersey
$212K
SCI
1220
S&CO Inc
Massachusetts
$211K -$9.51K -80 -4%
SAM
1221
SignalPoint Asset Management
Missouri
$211K +$238 +2 +0.1%
WBC
1222
Westpac Banking Corp
Australia
$210K -$596K -5,000 -74%
GCM
1223
Greenland Capital Management
New York
$210K +$210K +1,760 New
DW
1224
Dodds Wealth
Colorado
$210K +$210K +1,759 New
HI
1225
Harbour Investments
Wisconsin
$209K +$49.7K +417 +31%