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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
CASC
1401
Coppell Advisory Solutions Corp
Texas
$7.05K +$7.14K +61 New
Fuller & Thaler Asset Management
1402
Fuller & Thaler Asset Management
California
$7K
JAM
1403
JCIC Asset Management
Ontario, Canada
$7K
LFA
1404
Level Financial Advisors
New York
$7K
ZB
1405
Zions Bancorporation
Utah
$6.93K -$17.1K -146 -71%
TJHA
1406
Thomas J. Herzfeld Advisors
Florida
$6.47K
CA
1407
Corrado Advisors
New Jersey
$6.36K +$6.44K +55 New
SC
1408
Schubert & Co
Texas
$6.13K -$117 -1 -2%
TC
1409
Trust Company
Kansas
$6K +$5.62K +48 New
LS
1410
Leelyn Smith
Illinois
$5.98K -$20.8K -178 -77%
BAM
1411
Byrne Asset Management
New Jersey
$5.78K
CSWM
1412
Cassady Schiller Wealth Management
Ohio
$5.66K +$5.74K +49 New
SC
1413
Stephens Consulting
Michigan
$5.08K
PA
1414
PSI Advisors
Florida
$4.97K
MYAM
1415
Meiji Yasuda Asset Management
Japan
$4.61K -$10.5K -90 -0.2%
ACM
1416
AUA Capital Management
Pennsylvania
$4.39K
CA
1417
Crewe Advisors
Utah
$3.81K -$15.4K -132 -80%
CMP
1418
Coston McIsaac & Partners
Maine
$3.65K +$305K +2,602 +9%
DWA
1419
Delos Wealth Advisors
Texas
$3.58K
AWM
1420
Abound Wealth Management
Tennessee
$3.24K +$351 +3 +12%
LSA
1421
Leonteq Securities AG
Switzerland
$3.24K +$2.93K +25 +833%
CCM
1422
Copeland Capital Management
Pennsylvania
$3K
MCM
1423
Magnolia Capital Management
New York
$3K +$2.93K +25 New
AWM
1424
Accel Wealth Management
Iowa
$2.67K
ARS
1425
Adirondack Retirement Specialists
New York
$2.43K