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Paychex

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1326
Level Financial Advisors
New York
$66.9K
SSB
1327
Sandy Spring Bank
Maryland
$65.6K -$5.36K -45 -8%
MMG
1328
Monetary Management Group
Missouri
$65.5K
BL
1329
BFSG LLC
California
$65.2K +$65.2K +547 New
FG
1330
Fairman Group
Pennsylvania
$65.2K +$65.2K +547 New
VC
1331
Vestor Capital
Illinois
$64K +$1.07K +9 +2%
AWM
1332
Atticus Wealth Management
Florida
$63.1K
AW
1333
Avion Wealth
Texas
$63K +$478 +4 +0.8%
RIL
1334
Rothschild Investment LLC
Illinois
$60.6K +$60.6K +509 New
HGERS
1335
Householder Group Estate & Retirement Specialist
Arizona
$60K +$118 +1 +0.2%
SWM
1336
Sugarloaf Wealth Management
Georgia
$59.9K
PAM
1337
Paradigm Asset Management
New York
$59.2K
OP
1338
ORG Partners
Indiana
$58.9K +$27.8K +233 +89%
RFA
1339
Resurgent Financial Advisors
Georgia
$58.7K +$4.76K +40 +9%
CBT
1340
Central Bank & Trust
Kentucky
$57.4K
JSAM
1341
J. Safra Asset Management
New York
$57.1K -$15.5K -130 -21%
AGWCA
1342
Annis Gardner Whiting Capital Advisors
Florida
$54.7K +$54.7K +459 New
TCM
1343
Tradewinds Capital Management
Washington
$53.6K
IGWM
1344
ICA Group Wealth Management
Colorado
$53.6K +$53.6K +450 New
VAG
1345
VisionPoint Advisory Group
Texas
$53.5K +$53.5K +449 New
CAS
1346
Coppell Advisory Solutions
Texas
$53.2K +$46K +386 +633%
HCP
1347
Hexagon Capital Partners
Arkansas
$52.6K +$4.76K +40 +10%
TFIPS
1348
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50K +$50K +420 New
CT
1349
Cambridge Trust
Massachusetts
$49.3K -$7.03K -59 -12%
MA
1350
MCF Advisors
Kentucky
$49.3K +$9.77K +82 +25%