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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
TCA
1426
Trifecta Capital Advisors
Illinois
$2.2K +$2.22K +19 New
LIM
1427
Longfellow Investment Management
Massachusetts
$2.08K
FA
1428
Fiduciary Alliance
South Carolina
$1.39K +$1.4K +12 New
FGAM
1429
Financial Gravity Asset Management
Texas
$1.35K +$468 +4 +4%
HWP
1430
Highline Wealth Partners
California
$1.27K
MSCM
1431
McElhenny Sheffield Capital Management
Texas
$1.27K +$1.29K +11 New
IAA
1432
Independent Advisor Alliance
North Carolina
$1.23K -$92.9K -794 -7%
BCH
1433
Berkshire Capital Holdings
California
$1.16K
SC
1434
Sierra Capital
Florida
$1K
TFA
1435
Transamerica Financial Advisors
Florida
$1K +$468 +4 +80%
ECM
1436
Everence Capital Management
Indiana
$731
TWD
1437
True Wealth Design
Ohio
$578 +$585 +5 New
TF
1438
TimeScale Financial
Massachusetts
$503
ACA
1439
Atlas Capital Advisors
Wyoming
$462 -$4.56K -39 -91%
FSWA
1440
Financial Synergies Wealth Advisors
Texas
$347
WA
1441
WestEnd Advisors
North Carolina
$231
CAM
1442
CenterStar Asset Management
Illinois
$206
ITIM
1443
Indiana Trust & Investment Management
Indiana
$204 +$206K +1,764 New
DFC
1444
DB Fitzpatrick & Co
Idaho
$116
TWP
1445
TFO Wealth Partners
Ohio
$84 +$585 +5 New
WIM
1446
Westside Investment Management
California
$25
Renaissance Technologies
1447
Renaissance Technologies
New York
-$30.5M -271,601 Closed
MA
1448
MUFG Americas
New York
-$11.4M -101,161 Closed
Voloridge Investment Management
1449
Voloridge Investment Management
Florida
-$8.17M -72,819 Closed
WorldQuant Millennium Advisors
1450
WorldQuant Millennium Advisors
New York
-$7.34M -65,425 Closed