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Paychex

1,401 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 488 increasing their positions, 558 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
Holders Change
-31
Holders Change %
-2.16%
% of All Funds
23.69%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
488
Reduced
558
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
1226
McIlrath & Eck
Washington
$99K +$15.9K +140 +19%
MMG
1227
Monetary Management Group
Missouri
$97K -$5.71K -50 -6%
SAM
1228
S.A. Mason
Michigan
$97K
SWA
1229
SOA Wealth Advisors
New York
$95K -$59.6K -523 -39%
GLLW
1230
Graves Light Lenhart Wealth
Virginia
$95K
PPWM
1231
PFG Private Wealth Management
Florida
$93K +$454 +4 +0.5%
GWS
1232
Glassman Wealth Services
Virginia
$92K +$5.58K +49 +6%
C
1233
Covestor
United Kingdom
$89K -$123K -1,081 -58%
SWM
1234
Selective Wealth Management
Virginia
$89K +$11.4K +100 +15%
HIIFS
1235
Harel Insurance Investments & Financial Services
Israel
$85K -$250K -2,202 -75%
Jones Financial Companies
1236
Jones Financial Companies
Missouri
$84K -$68.8K -608 -45%
HBW
1237
Hazlett, Burt & Watson
West Virginia
$84K
MWM
1238
Mascoma Wealth Management
New Hampshire
$81K
QC
1239
Quent Capital
New York
$80K -$13.9K -122 -15%
SWM
1240
Sugarloaf Wealth Management
Georgia
$80K
JWM
1241
Janiczek Wealth Management
Colorado
$78K +$47.5K +372 +156%
BWP
1242
Baldwin Wealth Partners
Massachusetts
$77K
Bank of Montreal
1243
Bank of Montreal
Ontario, Canada
$72K +$2.16K +17,683 +3%
GIA
1244
GHP Investment Advisors
Colorado
$71K +$18K +159 +34%
CWP
1245
Concord Wealth Partners
Virginia
$70K +$6.22K +55 +10%
Capstone Investment Advisors
1246
Capstone Investment Advisors
New York
$69K +$69K +607 New
WBC
1247
West Branch Capital
Massachusetts
$68K
BC
1248
Bartlett & Co
Ohio
$67K +$5.97K +52 +10%
BCWM
1249
Bartlett & Co Wealth Management
Ohio
$66.5K +$5.92K +52 +10%
FAM
1250
Fred Alger Management
New York
$66K -$5.81K -51 -8%