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Paychex

1,444 hedge funds and large institutions have $29.9B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 515 increasing their positions, 515 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 91

56% more call options, than puts

Call options by funds: $329M | Put options by funds: $211M

1% more funds holding

Funds holding: 1,4241,444 (+20)

3% more capital invested

Capital invested by funds: $28.9B → $29.9B (+$1.01B)

0.61% more ownership

Funds ownership: 71.64%72.26% (+0.61%)

0% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 515

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

Holders
1,444
Holders Change
+20
Holders Change %
+1.4%
% of All Funds
23.21%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
515
Reduced
515
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1226
NVWM LLC
Pennsylvania
$138K
TFP
1227
Tilia Fiduciary Partners
North Carolina
$132K
SCA
1228
Stonebridge Capital Advisors
Minnesota
$130K +$1.17K +10 +0.9%
CBT
1229
CoreFirst Bank & Trust
Kansas
$127K
EWM
1230
Endurance Wealth Management
Rhode Island
$126K
SWA
1231
Sutton Wealth Advisors
Florida
$125K -$3.39K -29 -3%
DAM
1232
Delta Asset Management
Tennessee
$122K +$124K +1,056 New
FAM
1233
Fred Alger Management
New York
$120K +$21.3K +182 +21%
CFD
1234
Creative Financial Designs
Indiana
$117K
AA
1235
Alta Advisers
United Kingdom
$116K
MBFW
1236
Morton Brown Family Wealth
Pennsylvania
$116K
CWM
1237
Compass Wealth Management
Connecticut
$116K +$117K +1,000 New
ADL
1238
Asset Dedication LLC
California
$115K +$33.6K +287 +41%
SIC
1239
Salem Investment Counselors
North Carolina
$115K -$8.89K -76 -7%
CFO
1240
CVA Family Office
Colorado
$114K -$3.63K -31 -3%
CB
1241
Community Bank
New York
$113K -$23.4K -200 -17%
AA
1242
Addison Advisors
Vermont
$112K
AIC
1243
Archer Investment Corporation
Indiana
$112K
CWP
1244
Concord Wealth Partners
Virginia
$111K +$113K +964 New
HIIFS
1245
Harel Insurance Investments & Financial Services
Israel
$110K -$2.09M -17,866 -95%
BWAM
1246
Boyd Watterson Asset Management
Ohio
$109K +$111K +945 New
TFS
1247
TrustCore Financial Services
Tennessee
$108K
FMB
1248
Field & Main Bank
Kentucky
$107K
FFA
1249
Farther Finance Advisors
California
$105K +$106K +909 New
SOW
1250
State of Wyoming
Wyoming
$102K +$103K +882 +88,200%