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Paychex

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
1326
DHJJ Financial Advisors
Illinois
$33K +$33K +286 New
PPWM
1327
PFG Private Wealth Management
Florida
$31.6K -$60.7K -526 -66%
LFG
1328
Larson Financial Group
Missouri
$31.4K +$15K +130 +92%
EA
1329
Evolution Advisers
Virginia
$31K
CCA
1330
Catalyst Capital Advisors
New York
$30.8K +$7.84K +68 +34%
SOS
1331
Silver Oak Securities
Tennessee
$30.3K -$460K -3,989 -94%
BWL
1332
Bogart Wealth LLC
Virginia
$30.2K
OP
1333
ORG Partners
Indiana
$30.1K -$6K -52 -17%
FMTCOCP
1334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
AAP
1335
Arax Advisory Partners
Colorado
$29.9K +$2.65K +23 +10%
BCMLT
1336
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K
HDIM
1337
Hanson & Doremus Investment Management
Vermont
$29K
IRC
1338
Investors Research Corp
Georgia
$28.9K
CWM
1339
CarsonAllaria Wealth Management
Illinois
$28.6K
TSW
1340
Thompson Siegel & Walmsley
Virginia
$28K +$2.33K +20 +9%
PWMG
1341
Prestige Wealth Management Group
New Jersey
$27.7K
CCP
1342
Carmel Capital Partners
California
$27.7K +$27.7K +240 New
JWA
1343
JFS Wealth Advisors
Pennsylvania
$27.2K -$1.85K -16 -6%
SIC
1344
SJS Investment Consulting
Ohio
$26.9K +$807 +7 +3%
LFA
1345
Legend Financial Advisors
Pennsylvania
$26.5K
OIAM
1346
OFI Invest Asset Management
France
$25.6K +$25.6K +235 New
SCA
1347
Stuart Chaussee & Associates
California
$25.4K
CHA
1348
Carmichael Hill & Associates
Maryland
$23.1K
BAM
1349
Byrne Asset Management
New Jersey
$23K -$22K -200 Closed
PGAM
1350
Princeton Global Asset Management
New Jersey
$23K