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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 %
MSFP
1376
Mark Sheptoff Financial Planning
Connecticut
$35.7K
CB
1377
CNB Bank
Pennsylvania
$35.7K
BAM
1378
Bellevue Asset Management
Washington
$35.5K
DFA
1379
DHJJ Financial Advisors
Illinois
$34.1K
OAJ
1380
Ogorek Anthony Joseph
New York
$34K
RIM
1381
Rockbridge Investment Management
New York
$33.5K +$33.5K +281 New
EA
1382
Evolution Advisers
Virginia
$32K
BWL
1383
Bogart Wealth LLC
Virginia
$31.2K
BCMLT
1384
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.8K
IRC
1385
Investors Research Corp
Georgia
$29.9K
PCA
1386
Providence Capital Advisors
North Carolina
$29.8K +$29.8K +250 New
GI
1387
Gradient Investments
Minnesota
$29K -$12.7K -107 -30%
AAP
1388
Arax Advisory Partners
Colorado
$28.9K -$1.91K -16 -6%
PWMG
1389
Prestige Wealth Management Group
New Jersey
$28.6K
WTG
1390
West Tower Group
Virginia
$27.6K +$14.7K +123 +113%
LFA
1391
Legend Financial Advisors
Pennsylvania
$27.4K
SIC
1392
SJS Investment Consulting
Ohio
$27.2K -$596 -5 -2%
CWM
1393
CarsonAllaria Wealth Management
Illinois
$26.9K -$2.75K -23 -9%
SCA
1394
Stuart Chaussee & Associates
California
$26.2K
TSW
1395
Thompson Siegel & Walmsley
Virginia
$26K -$2.36K -20 -8%
OIAM
1396
OFI Invest Asset Management
France
$24.5K -$863 -8 -3%
SAM
1397
Smartleaf Asset Management
Massachusetts
$24K +$24K +201 New
CHA
1398
Carmichael Hill & Associates
Maryland
$23.8K
BAM
1399
Byrne Asset Management
New Jersey
$23.8K +$23.8K +200 New
PGAM
1400
Princeton Global Asset Management
New Jersey
$23.7K