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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 %
CIR
1351
Clear Investment Research
Georgia
$22.7K
TWP
1352
TFO Wealth Partners
Ohio
$21.4K
FPFS
1353
First Personal Financial Services
North Carolina
$21.3K
BBPWM
1354
Blue Bell Private Wealth Management
Pennsylvania
$19.4K
EARNEST Partners
1355
EARNEST Partners
Georgia
$19.4K
CWM
1356
Cedar Wealth Management
California
$19.3K
WIM
1357
Westside Investment Management
California
$19K -$6K -52 -24%
FCMT
1358
Founders Capital Management (Texas)
Texas
$18.1K
HIIFS
1359
Harel Insurance Investments & Financial Services
Israel
$18K
WOC
1360
West Oak Capital
California
$18K
MCM
1361
MV Capital Management
Maryland
$17.8K +$2.19K +19 +14%
TIM
1362
Thompson Investment Management
Wisconsin
$17.3K
VWM
1363
Venturi Wealth Management
Texas
$17.2K -$893K -7,745 -98%
CWC
1364
Carolinas Wealth Consulting
North Carolina
$17K +$777 +7 +5%
BIA
1365
Bell Investment Advisors
California
$17K -$1.96K -17 -10%
AA
1366
Ancora Advisors
Ohio
$15.9K +$7.38K +64 +86%
SC
1367
Steph & Co
Wisconsin
$15.6K +$15.6K +135 New
TIM
1368
Tortoise Investment Management
New York
$15.1K
VWM
1369
Valley Wealth Managers
New Jersey
$15K -$15.6K -135 -51%
PSB
1370
Piscataqua Savings Bank
New Hampshire
$13K
WTG
1371
West Tower Group
Virginia
$12.6K -$29.3K -254 -70%
DAC
1372
Dividend Assets Capital
South Carolina
$12K
AWM
1373
AllSquare Wealth Management
New York
$11.5K
NF
1374
Norwood Financial
Pennsylvania
$11.5K
TFGT
1375
TS Financial Group (TSFG)
Illinois
$11K