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Paychex

1,401 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 488 increasing their positions, 558 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
Holders Change
-31
Holders Change %
-2.16%
% of All Funds
23.69%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
488
Reduced
558
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
1376
Delos Wealth Advisors
Texas
$4K
LIM
1377
Longfellow Investment Management
Massachusetts
$3K -$392K -2,353 -99%
SC
1378
Sierra Capital
Florida
$3K -$1.25K -10 -29%
SPWM
1379
Spartan Planning & Wealth Management
North Carolina
$3K
CFFP
1380
Center for Financial Planning
Michigan
$3K
CCM
1381
Copeland Capital Management
Pennsylvania
$3K
AWM
1382
Accel Wealth Management
Iowa
$3K
BHWM
1383
Beaird Harris Wealth Management
Texas
$3K
WOSD
1384
WFA of San Diego
California
$3K +$3K +22 New
TC
1385
Truvestments Capital
Florida
$3K +$3K +29 New
BPC
1386
Banque Pictet & Cie
Switzerland
$1.98K -$824 -7,239 -29%
MGIM
1387
M&G Investment Management
United Kingdom
$1.3K -$78 -683 -6%
TF
1388
TimeScale Financial
Massachusetts
$1K -$17.5K -70 -95%
S
1389
Surevest
California
$1K
FBT
1390
First Bank & Trust
South Dakota
$1K
BCH
1391
Berkshire Capital Holdings
California
$1K
WWM
1392
Wolff Wiese Magana
California
$1K +$1K +5 New
CWM
1393
Castle Wealth Management
Florida
$1K +$1K +5 New
TFA
1394
Transamerica Financial Advisors
Florida
$1K +$1K +6 New
BIM
1395
Baldwin Investment Management
Pennsylvania
$674 -$81 -709 -11%
BRWM
1396
B. Riley Wealth Management
Tennessee
$446 +$248 +2,181 +125%
FSWA
1397
Financial Synergies Wealth Advisors
Texas
$342 +$342 +3 New
WA
1398
WestEnd Advisors
North Carolina
$341 +$341 +3 New
IAIM
1399
International Assets Investment Management
Florida
$241 +$21 +183 +9%
WIM
1400
Westside Investment Management
California
$24 +$6 +52 +32%