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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
YDMI
1276
Y.D. More Investments
Israel
$66K +$234K +2,000 New
FIM
1277
FWL Investment Management
Texas
$64.7K +$65.5K +560 New
GA
1278
GoalVest Advisory
New York
$61.8K
BCWM
1279
Bartlett & Co Wealth Management
Ohio
$61.5K
AF
1280
Affiance Financial
Minnesota
$61.2K +$62K +530 New
BC
1281
Bartlett & Co
Ohio
$61K
SBL
1282
Sargent Bickham Lagudis
Colorado
$60.7K -$2.46K -21 -4%
MRCM
1283
M&R Capital Management
New Jersey
$60.1K
GCGDR
1284
Geo Capital Gestora de Recursos
Brazil
$59K
SWM
1285
Sugarloaf Wealth Management
Georgia
$58.1K -$23.4K -200 -28%
CH
1286
Canton Hathaway
Rhode Island
$58K
FCA
1287
Fortis Capital Advisors
Kansas
$57.8K +$58.5K +500 New
TCM
1288
Tradewinds Capital Management
Washington
$56.2K +$4.21K +36 +8%
AWM
1289
Align Wealth Management
Oklahoma
$56.1K +$58.5K +500 New
Loomis, Sayles & Company
1290
Loomis, Sayles & Company
Massachusetts
$56K -$8.07K -69 -13%
FPFS
1291
First Personal Financial Services
North Carolina
$55.9K -$7.26K -62 -11%
PWMG
1292
Prestige Wealth Management Group
New Jersey
$55.2K -$2.46K -21 -4%
PFBT
1293
Parkside Financial Bank & Trust
Missouri
$53.7K -$17.8K -152 -25%
Credit Agricole
1294
Credit Agricole
France
$53.2K
RFA
1295
Resurgent Financial Advisors
Georgia
$50.7K +$51.4K +439 New
HDIM
1296
Hanson & Doremus Investment Management
Vermont
$50K
EBA
1297
Eagle Bay Advisors
New York
$49.2K +$4.92K +42 +11%
DF
1298
DecisionPoint Financial
Arizona
$49K +$49.6K +424 New
IGWM
1299
ICA Group Wealth Management
Colorado
$48.5K +$49.2K +420 New
CSPAM
1300
Cary Street Partners Asset Management
Virginia
$47.7K