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Paychex

1,432 hedge funds and large institutions have $34.6B invested in Paychex in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 499 increasing their positions, 546 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
Holders Change %
0%
% of All Funds
22.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.55%
New
113
Increased
499
Reduced
546
Closed
94
Calls
$352M
Puts
$190M
Net Calls
+$161M
Net Calls Change
+$70.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
1376
Blue Bell Private Wealth Management
Pennsylvania
$13K
EIP
1377
Ellis Investment Partners
Pennsylvania
$13K
TFGT
1378
TS Financial Group (TSFG)
Illinois
$13K
CT
1379
Cambridge Trust
Massachusetts
$12K
SC
1380
Solstein Capital
California
$12K
KA
1381
Kozak & Associates
Colorado
$12K
DWP
1382
Destiny Wealth Partners
Florida
$12K
FFA
1383
Freedman Financial Associates
Massachusetts
$12K
SGAM
1384
Smith Group Asset Management
Texas
$12K
TFO
1385
Tarbox Family Office
California
$11K -$24.8K -176 -69%
LWA
1386
Lowe Wealth Advisors
Maryland
$11K -$20.6K -150 -65%
CCA
1387
Column Capital Advisors
Indiana
$11K
SC
1388
Seldon Capital
California
$11K
EWM
1389
Evermay Wealth Management
Virginia
$11K
TF
1390
TimeScale Financial
Massachusetts
$10K -$3.65K -27 -27%
TJHA
1391
Thomas J. Herzfeld Advisors
Florida
$10K -$811 -6 -8%
HCP
1392
Hexagon Capital Partners
Arkansas
$10K
VCM
1393
Versant Capital Management
Arizona
$10K
CI
1394
Cordant Inc
Oregon
$10K +$10K +76 New
CDIA
1395
Capital Directions Investment Advisors
Georgia
$10K +$10K +76 New
Fuller & Thaler Asset Management
1396
Fuller & Thaler Asset Management
California
$9K
WAS
1397
Winch Advisory Services
Wisconsin
$9K
HWMA
1398
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +65 New
JAM
1399
JCIC Asset Management
Ontario, Canada
$8K
LFA
1400
Level Financial Advisors
New York
$8K