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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
KA
1376
Kozak & Associates
Colorado
$12K +$117 +1 +1%
AWM
1377
AllSquare Wealth Management
New York
$11.6K
NF
1378
Norwood Financial
Pennsylvania
$11.6K
EE
1379
EWG Elevate
California
$11.3K +$11.5K +98 New
CP
1380
Castleview Partners
Texas
$11.3K +$8.78K +75 +341%
BBPWM
1381
Blue Bell Private Wealth Management
Pennsylvania
$11.2K
NFSG
1382
Newbridge Financial Services Group
Florida
$11.2K -$12.4K -106 -52%
CT
1383
Cambridge Trust
Massachusetts
$11K
TFGT
1384
TS Financial Group (TSFG)
Illinois
$11K
DWP
1385
Destiny Wealth Partners
Florida
$10.5K
SC
1386
Solstein Capital
California
$10.5K
AA
1387
Ancora Advisors
Ohio
$10K -$24.8K -212 -72%
CCA
1388
Column Capital Advisors
Indiana
$9.71K
NC
1389
NewSquare Capital
Pennsylvania
$9.59K -$81.9K -700 -89%
TCWA
1390
Ten Capital Wealth Advisors
Washington
$9.48K -$14.5K -124 -60%
EWM
1391
Evermay Wealth Management
Virginia
$9.24K
LWA
1392
Lowe Wealth Advisors
Maryland
$9.24K
SC
1393
Seldon Capital
California
$9.01K
PP
1394
PrairieView Partners
Minnesota
$9K +$4.68K +40 +100%
VCM
1395
Versant Capital Management
Arizona
$8.78K
TC
1396
Truvestments Capital
Florida
$8.67K +$5.38K +46 +159%
WAS
1397
Winch Advisory Services
Wisconsin
$8K
CCMI
1398
Creative Capital Management Investments
California
$8K +$8.19K +70 New
CPG
1399
Cornerstone Planning Group
New Jersey
$7.63K +$7.72K +66 New
CAS
1400
Coppell Advisory Solutions
Texas
$7.05K +$7.14K +61 New