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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 %
CIA
1351
Cape Investment Advisory
Georgia
$48.4K +$5.84K +49 +14%
PCWA
1352
Pacific Capital Wealth Advisors
California
$48.1K +$48.1K +404 New
FCT
1353
First Community Trust
Iowa
$47.6K
RFG
1354
RFP Financial Group
Georgia
$47.6K
TFA
1355
Toth Financial Advisory
Virginia
$47.4K
DF
1356
DecisionPoint Financial
Arizona
$46.9K -$3.57K -30 -7%
NECFA
1357
New England Capital Financial Advisors
Connecticut
$46.6K +$357 +3 +0.8%
ANBT
1358
American National Bank & Trust
Texas
$46.2K -$11.8K -99 -20%
FFO
1359
Fortitude Family Office
Arizona
$46.1K +$46.1K +387 New
CWA
1360
Core Wealth Advisors
Florida
$45.4K +$45.4K +381 New
SN
1361
Sittner & Nelson
Oregon
$45.1K
CM
1362
Castleark Management
Illinois
$42.9K
PFSC
1363
Peoples Financial Services Corp
Pennsylvania
$42.2K
JWA
1364
JFS Wealth Advisors
Pennsylvania
$41.6K +$13.5K +113 +48%
CT
1365
Clearstead Trust
Maine
$41.1K +$238 +2 +0.6%
TCWA
1366
Turtle Creek Wealth Advisors
Texas
$40.7K +$40.7K +342 New
CCA
1367
Criterion Capital Advisors
Tennessee
$40.5K +$40.5K +340 New
CCA
1368
Catalyst Capital Advisors
New York
$40.4K +$8.58K +72 +27%
T
1369
Tidemark
California
$40K +$40K +336 New
FDCP
1370
Foster Dykema Cabot & Partners
Massachusetts
$39.9K +$39.9K +335 New
MRCM
1371
M&R Capital Management
New Jersey
$38.1K
CMA
1372
Cedar Mountain Advisors
Oregon
$37.6K +$238 +2 +0.6%
CIR
1373
Clear Investment Research
Georgia
$36.6K +$13.1K +110 +56%
HDIM
1374
Hanson & Doremus Investment Management
Vermont
$36K +$6.4K +54 +22%
HH
1375
HWG Holdings
Texas
$35.7K