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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1376
Lowe Wealth Advisors
Maryland
$9.17K
TAIM
1377
TD Ameritrade Investment Management
Nebraska
$9K +$9K +75 New
VCM
1378
Versant Capital Management
Arizona
$8.71K
AA
1379
Ancora Advisors
Ohio
$8.48K -$802 -7 -9%
PO
1380
Private Ocean
California
$8.48K +$8.48K +74 New
CCMI
1381
Creative Capital Management Investments
California
$8.02K
WAS
1382
Winch Advisory Services
Wisconsin
$8K +$116 +1 +1%
KA
1383
Kozak & Associates
Colorado
$7.59K -$4.25K -37 -36%
Fuller & Thaler Asset Management
1384
Fuller & Thaler Asset Management
California
$7.33K
LFA
1385
Level Financial Advisors
New York
$7.11K
Parallax Volatility Advisers
1386
Parallax Volatility Advisers
California
$6.88K -$1.68M -14,625 -100%
JAM
1387
JCIC Asset Management
Ontario, Canada
$6.88K
TJHA
1388
Thomas J. Herzfeld Advisors
Florida
$6.42K
NFSG
1389
Newbridge Financial Services Group
Florida
$5.73K -$5.39K -47 -48%
ZB
1390
Zions Bancorporation
Utah
$5.62K -$1.26K -11 -18%
SC
1391
Stephens Consulting
Michigan
$5.04K
SC
1392
Schubert & Co
Texas
$4.93K -$1.15K -10 -19%
AWM
1393
Abound Wealth Management
Tennessee
$4.59K +$1.38K +12 +43%
BWS
1394
Buck Wealth Strategies
Colorado
$4.24K +$4.24K +37 New
PP
1395
PrairieView Partners
Minnesota
$4K -$4K -40 -50%
JGIA
1396
Jackson Grant Investment Advisers
Connecticut
$3.9K +$3.9K +34 New
DWA
1397
Delos Wealth Advisors
Texas
$3.55K
TC
1398
Truvestments Capital
Florida
$3.32K -$5.27K -46 -61%
CCM
1399
Copeland Capital Management
Pennsylvania
$3K
MCM
1400
Magnolia Capital Management
New York
$3K