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Paychex

1,529 hedge funds and large institutions have $36.8B invested in Paychex in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 551 increasing their positions, 569 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+25
Holders Change %
+1.66%
% of All Funds
22.11%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
137
Increased
551
Reduced
569
Closed
93
Calls
$352M
Puts
$417M
Net Calls
-$64.8M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1201
Schwartz Investment Counsel
Michigan
$252K
MFG
1202
Magnus Financial Group
New York
$251K +$251K +1,868 New
FCP
1203
Fidelis Capital Partners
Florida
$250K +$990 +7 +0.4%
PCP
1204
Proficio Capital Partners
Massachusetts
$250K -$285K -2,123 -53%
AIM
1205
Aspen Investment Management
Michigan
$250K -$32.9K -245 -12%
AWAG
1206
ARS Wealth Advisors Group
Florida
$250K +$537 +4 +0.2%
GCIM
1207
Gunn & Company Investment Management
Florida
$249K -$158K -1,174 -39%
BWM
1208
BKM Wealth Management
Wisconsin
$249K -$776K -5,784 -76%
TPWA
1209
TRUE Private Wealth Advisors
Oregon
$247K -$478K -3,562 -66%
PIA
1210
Pinion Investment Advisors
Kansas
$245K +$134 +1 +0.1%
SR
1211
Syntax Research
Florida
$245K -$41.9K -312 -15%
SC
1212
Syon Capital
California
$243K -$1.75K -13 -0.7%
PL
1213
Perpetual Ltd
Australia
$242K
AF
1214
Advisornet Financial
Minnesota
$241K +$4.16K +31 +2%
SWM
1215
Spire Wealth Management
Virginia
$241K -$63.6K -474 -21%
BHWM
1216
Bar Harbor Wealth Management
New Hampshire
$240K -$18.4K -137 -7%
TCOT
1217
Trust Company of Toledo
Ohio
$238K
SCI
1218
S&CO Inc
Massachusetts
$238K
MAG
1219
MRA Advisory Group
New Jersey
$238K -$39.6K -295 -14%
TWM
1220
Tradition Wealth Management
Minnesota
$235K +$5.5K +41 +2%
LI
1221
LMCG Investments
Massachusetts
$235K
MSS
1222
Mitchell Sinkler & Starr
Pennsylvania
$235K
EIA
1223
Edgemoor Investment Advisors
Maryland
$233K
QWM
1224
Quadcap Wealth Management
Texas
$233K +$233K +1,738 New
CWM
1225
Cranbrook Wealth Management
Michigan
$232K +$34.9K +260 +18%