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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 %
TWP
1401
TFO Wealth Partners
Ohio
$22.8K
DCP
1402
DSM Capital Partners
Florida
$21.6K +$21.6K +181 New
CFS
1403
CGC Financial Services
Oregon
$21.4K +$13.1K +110 +157%
LFG
1404
Larson Financial Group
Missouri
$20.9K -$11.6K -97 -36%
CWM
1405
Cedar Wealth Management
California
$19.9K
WIM
1406
Westside Investment Management
California
$19.7K
VWM
1407
Venturi Wealth Management
Texas
$19.2K +$1.43K +12 +8%
WOC
1408
West Oak Capital
California
$19K
FCMT
1409
Founders Capital Management (Texas)
Texas
$18.7K
MCM
1410
MV Capital Management
Maryland
$18.6K +$238 +2 +1%
WIA
1411
Wetzel Investment Advisors
Indiana
$18K +$18K +150 New
PWM
1412
Partnership Wealth Management
Maryland
$17.9K +$17.9K +147 New
TIM
1413
Thompson Investment Management
Wisconsin
$17.9K
BIA
1414
Bell Investment Advisors
California
$17.4K -$119 -1 -0.7%
CWC
1415
Carolinas Wealth Consulting
North Carolina
$17.3K -$831 -7 -5%
TSWM
1416
Tyler-Stone Wealth Management
Ohio
$16.9K +$9.17K +77 +118%
OPTFSNA
1417
Old Point Trust & Financial Services N A
Virginia
$16K +$16K +134 New
TIM
1418
Tortoise Investment Management
New York
$15.6K
VWM
1419
Valley Wealth Managers
New Jersey
$15.5K
NBT
1420
Northwest Bank & Trust
Iowa
$15K +$15K +126 New
SA
1421
Scarborough Advisors
Maryland
$14.5K +$14.5K +122 New
ATC
1422
Advantage Trust Company
Kansas
$13.7K +$13.7K +115 New
PSB
1423
Piscataqua Savings Bank
New Hampshire
$13.5K
DAC
1424
Dividend Assets Capital
South Carolina
$13K
SGC
1425
Slocum, Gordon & Co
Rhode Island
$11.9K -$35.7K -300 -75%