We are live on ! Find out more
PAYX icon

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
FCFS
1351
First Command Financial Services
Texas
$23K
HCM
1352
Highlander Capital Management
New Jersey
$23K
PGAM
1353
Princeton Global Asset Management
New Jersey
$23K
GI
1354
Gradient Investments
Minnesota
$21.9K -$26K -222 -54%
WWP
1355
WR Wealth Planners
Missouri
$21.6K
GIA
1356
GHP Investment Advisors
Colorado
$20.6K
MPCL
1357
My Personal CFO LLC
Washington
$20.5K +$20.7K +177 New
EARNEST Partners
1358
EARNEST Partners
Georgia
$19.4K
CWM
1359
Cedar Wealth Management
California
$19.3K
JFG
1360
JDM Financial Group
Texas
$18.7K +$19K +162 New
MA
1361
MCF Advisors
Kentucky
$18.3K -$28.1K -240 -60%
FCMT
1362
Founders Capital Management (Texas)
Texas
$18K
WOC
1363
West Oak Capital
California
$18K
BIA
1364
Bell Investment Advisors
California
$17.2K -$1.17K -10 -6%
LFG
1365
Larson Financial Group
Missouri
$16.1K +$117 +1 +0.7%
MFG
1366
Mendota Financial Group
Wisconsin
$16.1K +$16.3K +139 New
SIS
1367
Sound Income Strategies
Florida
$15.9K -$936 -8 -5%
TIM
1368
Tortoise Investment Management
New York
$15.1K -$10.3K -88 -40%
TSWM
1369
Tyler-Stone Wealth Management
Ohio
$15K
HCP
1370
Hexagon Capital Partners
Arkansas
$14.9K +$2.34K +20 +18%
BHWM
1371
Beaird Harris Wealth Management
Texas
$14.7K +$11.6K +99 +354%
CWC
1372
Carolinas Wealth Consulting
North Carolina
$14.2K
Baillie Gifford & Co
1373
Baillie Gifford & Co
United Kingdom
$13.4K
PSB
1374
Piscataqua Savings Bank
New Hampshire
$13.1K
DAC
1375
Dividend Assets Capital
South Carolina
$12K