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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 %
BWM
1226
Brophy Wealth Management
New Hampshire
$232K +$232K +1,725 New
ARC
1227
Advisor Resource Council
Texas
$231K +$231K +1,724 New
UL
1228
Unionview LLC
Washington
$231K +$1.88K +14 +0.8%
SAM
1229
SignalPoint Asset Management
Missouri
$230K +$399 +3 +0.2%
SAM
1230
Smithbridge Asset Management
Pennsylvania
$228K -$40.3K -300 -15%
VT
1231
Vise Technologies
New York
$228K +$228K +1,697 New
AWA
1232
Arete Wealth Advisors
Illinois
$226K -$75.9K -565 -25%
GEA
1233
Glen Eagle Advisors
New Jersey
$226K
AWM
1234
Aprio Wealth Management
Georgia
$226K +$226K +1,682 New
MWPCG
1235
Measured Wealth Private Client Group
New Hampshire
$225K +$225K +1,674 New
BFM
1236
Boston Financial Management
Massachusetts
$224K +$224K +1,668 New
TWM
1237
TCFG Wealth Management
California
$224K +$224K +1,667 New
ZF
1238
Zhang Financial
Michigan
$223K -$3.62K -27 -2%
CWG
1239
Cornerstone Wealth Group
North Carolina
$223K +$223K +1,661 New
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +1,656 New
ACM
1241
Allred Capital Management
Texas
$222K +$222K +1,653 New
BIM
1242
Baldwin Investment Management
Pennsylvania
$221K -$120K -895 -35%
KBFS
1243
Kohmann Bosshard Financial Services
Ohio
$221K -$24.4K -182 -10%
MCM
1244
Monument Capital Management
Virginia
$220K +$220K +1,642 New
CC
1245
Cornerstone Capital
California
$220K +$220K +1,640 New
AC
1246
Avestar Capital
New York
$220K +$220K +1,637 New
VNA
1247
Valley National Advisers
Pennsylvania
$219K -$32.1K -240 -13%
BONH
1248
Bank of New Hampshire
New Hampshire
$219K
GIM
1249
Goelzer Investment Management
Indiana
$219K +$219K +1,630 New
AFG
1250
Atomi Financial Group
New York
$218K +$218K +1,627 New