PAYX icon

Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
1226
Plante Moran Financial Advisors
Michigan
$117K -$64.5K -563 -35%
DAM
1227
Delta Asset Management
Tennessee
$117K -$4.35K -38 -4%
CWM
1228
Compass Wealth Management
Connecticut
$115K
AA
1229
Alta Advisers
United Kingdom
$115K
MBFW
1230
Morton Brown Family Wealth
Pennsylvania
$115K
ADL
1231
Asset Dedication LLC
California
$114K
SIC
1232
Salem Investment Counselors
North Carolina
$114K
AIC
1233
Archer Investment Corporation
Indiana
$111K
AA
1234
Addison Advisors
Vermont
$110K -$1.83K -16 -2%
BWAM
1235
Boyd Watterson Asset Management
Ohio
$108K
HWA
1236
Heritage Wealth Advisors
Virginia
$103K +$2.87K +25 +3%
FMB
1237
Field & Main Bank
Kentucky
$103K -$2.87K -25 -3%
CB
1238
Community Bank
New York
$100K -$11.5K -100 -10%
OA
1239
Operose Advisors
Wisconsin
$99.7K
SAM
1240
S.A. Mason
Michigan
$97.3K
SWA
1241
SOA Wealth Advisors
New York
$95.5K +$573 +5 +0.6%
CWP
1242
Concord Wealth Partners
Virginia
$93.4K -$17.1K -149 -15%
PPWM
1243
PFG Private Wealth Management
Florida
$91.2K +$229 +2 +0.3%
AAG
1244
Armstrong Advisory Group
Massachusetts
$89K -$9.05K -79 -9%
ME
1245
McIlrath & Eck
Washington
$86.2K -$13.5K -118 -14%
QC
1246
Quent Capital
New York
$84.7K +$1.37K +12 +2%
HBW
1247
Hazlett, Burt & Watson
West Virginia
$82K
CCP
1248
Carmel Capital Partners
California
$80.8K +$80.8K +705 New
Loomis, Sayles & Company
1249
Loomis, Sayles & Company
Massachusetts
$79K +$24.1K +211 +44%
MWM
1250
Mascoma Wealth Management
New Hampshire
$77.7K