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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
HWA
1251
Heritage Wealth Advisors
Virginia
$101K
CMF
1252
Counterpoint Mutual Funds
California
$101K +$102K +872 New
ME
1253
McIlrath & Eck
Washington
$101K
OA
1254
Operose Advisors
Wisconsin
$101K
JWM
1255
Janiczek Wealth Management
Colorado
$99.5K -$3.75K -32 -4%
AAG
1256
Armstrong Advisory Group
Massachusetts
$98.9K +$100K +856 New
MMG
1257
Monetary Management Group
Missouri
$98.2K
SAM
1258
S.A. Mason
Michigan
$98.1K
SSB
1259
Sandy Spring Bank
Maryland
$97.5K +$32.2K +275 +48%
SWA
1260
SOA Wealth Advisors
New York
$95.6K +$117 +1 +0.1%
PPWM
1261
PFG Private Wealth Management
Florida
$92K -$1.05K -9 -1%
QC
1262
Quent Capital
New York
$84.1K
HBW
1263
Hazlett, Burt & Watson
West Virginia
$83K
MWM
1264
Mascoma Wealth Management
New Hampshire
$81.7K
CBT
1265
Central Bank & Trust
Kentucky
$78.3K
SFCL
1266
Strengthening Families & Communities LLC
Massachusetts
$78K
Balyasny Asset Management
1267
Balyasny Asset Management
Illinois
$77K -$4.88M -41,730 -98%
BC
1268
Barrett & Company
Rhode Island
$71.6K
BAAM
1269
Baker Avenue Asset Management
California
$71.1K +$72K +615 New
AWM
1270
Avior Wealth Management
Nebraska
$71.1K
TWA
1271
TCI Wealth Advisors
Arizona
$69.3K +$31.5K +269 +81%
WBC
1272
West Branch Capital
Massachusetts
$68.8K
ST
1273
Sageworth Trust
Pennsylvania
$67K
CLOS
1274
Compagnie Lombard Odier SCmA
Switzerland
$66K +$66.7K +570 New
CTA
1275
Colonial Trust Advisors
South Carolina
$66K