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Paychex

1,518 hedge funds and large institutions have $33B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 597 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+24
Holders Change %
+1.61%
% of All Funds
22.01%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
111
Increased
534
Reduced
597
Closed
75
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1401
Prestige Wealth Management Group
New Jersey
$29.5K
OIAM
1402
OFI Invest Asset Management
France
$28.9K +$3.07K +27 +12%
LFA
1403
Legend Financial Advisors
Pennsylvania
$28.2K
SIC
1404
SJS Investment Consulting
Ohio
$28.1K +$123 +1 +0.4%
CWM
1405
CarsonAllaria Wealth Management
Illinois
$28K +$246 +2 +0.9%
SCA
1406
Stuart Chaussee & Associates
California
$27K
FFC
1407
First Financial Corp
Indiana
$26.3K -$152K -1,239 -85%
AAP
1408
Arax Advisory Partners
Colorado
$25.7K -$4.18K -34 -14%
CHA
1409
Carmichael Hill & Associates
Maryland
$24.6K
BAM
1410
Byrne Asset Management
New Jersey
$24.6K
PGAM
1411
Princeton Global Asset Management
New Jersey
$24.4K
CIR
1412
Clear Investment Research
Georgia
$24.2K -$13.5K -110 -36%
TWP
1413
TFO Wealth Partners
Ohio
$23.5K
GI
1414
Gradient Investments
Minnesota
$22.4K -$7.48K -61 -25%
FFO
1415
Fortitude Family Office
Arizona
$21.6K -$25.9K -211 -55%
GWSG
1416
GPS Wealth Strategies Group
Colorado
$21.4K -$246K -2,000 -92%
CWM
1417
Cedar Wealth Management
California
$20.5K
WIM
1418
Westside Investment Management
California
$20.3K
WOC
1419
West Oak Capital
California
$20K
MCM
1420
MV Capital Management
Maryland
$19.6K +$491 +4 +3%
FCMT
1421
Founders Capital Management (Texas)
Texas
$19.3K
TIM
1422
Thompson Investment Management
Wisconsin
$18.4K
PWM
1423
Partnership Wealth Management
Maryland
$18.1K
WIA
1424
Wetzel Investment Advisors
Indiana
$17.7K
BIA
1425
Bell Investment Advisors
California
$17.4K -$491 -4 -3%