PAYX icon

Paychex

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
1276
WR Wealth Planners
Missouri
$41.8K -$112 -1 -0.3%
WTG
1277
West Tower Group
Virginia
$40.6K +$40.6K +363 New
CM
1278
Castleark Management
Illinois
$40.3K
CIA
1279
Cape Investment Advisory
Georgia
$39.9K +$112 +1 +0.3%
PFSC
1280
Peoples Financial Services Corp
Pennsylvania
$39.6K
AT
1281
Avalon Trust
New Mexico
$39.3K
CT
1282
Clearstead Trust
Maine
$38K +$336 +3 +0.9%
MA
1283
MCF Advisors
Kentucky
$37.1K +$19.5K +174 +110%
FDCC
1284
Foster Dykema Cabot & Co
Massachusetts
$37K
CMA
1285
Cedar Mountain Advisors
Oregon
$34.9K +$224 +2 +0.6%
OP
1286
ORG Partners
Indiana
$34.9K +$34.9K +313 New
DI
1287
Disciplined Investments
Oklahoma
$34K +$447 +4 +1%
MSFP
1288
Mark Sheptoff Financial Planning
Connecticut
$33.6K
CB
1289
CNB Bank
Pennsylvania
$33.6K
HH
1290
HWG Holdings
Texas
$33.6K +$33.6K +300 New
BAM
1291
Bellevue Asset Management
Washington
$33.3K
OAJ
1292
Ogorek Anthony Joseph
New York
$32K
HCP
1293
Hexagon Capital Partners
Arkansas
$30.8K +$13.8K +123 +81%
EA
1294
Evolution Advisers
Virginia
$30K
BCMLT
1295
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K +$2.91K +26 +11%
VWM
1296
Valley Wealth Managers
New Jersey
$29.6K
BWM
1297
BerganKDV Wealth Management
Minnesota
$29.5K -$8.06K -72 -21%
BWL
1298
Bogart Wealth LLC
Virginia
$29.3K
FMTCOCP
1299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K -$7.17K -65 -20%
NC
1300
NewSquare Capital
Pennsylvania
$28.5K +$13.6K +122 +92%