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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1301
BerganKDV Wealth Management
Minnesota
$38.5K +$8.14K +71 +27%
FMTCOCP
1302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
ONST
1303
Old North State Trust
North Carolina
$38K +$3.63K +32 +11%
FDCC
1304
Foster Dykema Cabot & Co
Massachusetts
$38K +$38K +335 New
CT
1305
Cambridge Trust
Massachusetts
$36.6K +$26.2K +229 +254%
APW
1306
Atlantic Private Wealth
North Carolina
$35.7K +$35.7K +311 New
CMA
1307
Cedar Mountain Advisors
Oregon
$35.5K +$229 +2 +0.6%
AAP
1308
Arax Advisory Partners
Colorado
$34.6K -$5.51K -48 -14%
DI
1309
Disciplined Investments
Oklahoma
$34.4K -$688 -6 -2%
CB
1310
CNB Bank
Pennsylvania
$34.4K
MSFP
1311
Mark Sheptoff Financial Planning
Connecticut
$34.4K
BAM
1312
Bellevue Asset Management
Washington
$34.1K
OAJ
1313
Ogorek Anthony Joseph
New York
$33K
YDMI
1314
Y.D. More Investments
Israel
$31K -$32.4K -1,021 -51%
HDIM
1315
Hanson & Doremus Investment Management
Vermont
$31K -$18.9K -165 -38%
EA
1316
Evolution Advisers
Virginia
$31K
RCM
1317
Raleigh Capital Management
North Carolina
$30.5K +$5.27K +46 +21%
VWM
1318
Valley Wealth Managers
New Jersey
$30.4K
BWL
1319
Bogart Wealth LLC
Virginia
$30K
Commonwealth Equity Services
1320
Commonwealth Equity Services
Massachusetts
$29.4K -$1.68K -14,638 -5%
IRC
1321
Investors Research Corp
Georgia
$28.8K
MTIC
1322
Missouri Trust & Investment Company
Missouri
$28.6K
CWM
1323
CarsonAllaria Wealth Management
Illinois
$28.2K +$229 +2 +0.8%
BCMLT
1324
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.6K
LFA
1325
Legend Financial Advisors
Pennsylvania
$26.4K