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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 %
BCM
1226
Brookstone Capital Management
Illinois
$209K -$2.98K -25 -1%
LI
1227
LMCG Investments
Massachusetts
$208K
TCOT
1228
Trust Company of Toledo
Ohio
$208K
AF
1229
Advisornet Financial
Minnesota
$208K +$83.9K +704 +68%
FTWA
1230
Fifth Third Wealth Advisors
Ohio
$207K
SIM
1231
Stratos Investment Management
Ohio
$205K +$205K +1,721 New
VIA
1232
Virtus Investment Advisers
Connecticut
$205K +$205K +1,720 New
UL
1233
Unionview LLC
Washington
$204K -$7.98K -67 -4%
SGI
1234
Summit Global Investments
Utah
$204K +$204K +1,711 New
WF
1235
Wayfinding Financial
Washington
$204K +$204K +1,714 New
WP
1236
WealthSource Partners
California
$204K -$129K -1,080 -39%
SOW
1237
State of Wyoming
Wyoming
$204K +$144K +1,205 +238%
VPP
1238
Vertex Planning Partners
Illinois
$204K +$204K +1,710 New
Empower Advisory Group
1239
Empower Advisory Group
Colorado
$203K -$12K -101 -6%
WTA
1240
Washington Trust Advisors
Massachusetts
$202K
KWMG
1241
King Wealth Management Group
Florida
$202K +$202K +1,692 New
PWPS
1242
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +1,688 New
SIM
1243
Sentry Investment Management
Wisconsin
$200K -$21.5K -181 -10%
BONH
1244
Bank of New Hampshire
New Hampshire
$198K
TWM
1245
Tradition Wealth Management
Minnesota
$197K -$7.37K -62 -4%
OAM
1246
Ostrum Asset Management
France
$196K -$486K -4,077 -71%
CFD
1247
Creative Financial Designs
Indiana
$195K +$4.53K +38 +2%
A
1248
AJOVista
Massachusetts
$194K +$194K +1,630 New
GI
1249
GAMMA Investing
California
$189K +$189K +1,553 New
ITIM
1250
Indiana Trust & Investment Management
Indiana
$187K