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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 %
NF
1426
Norwood Financial
Pennsylvania
$11.9K
AWM
1427
AllSquare Wealth Management
New York
$11.9K
BGAI
1428
Bruce G. Allen Investments
Colorado
$11.9K +$11.9K +100 New
BBPWM
1429
Blue Bell Private Wealth Management
Pennsylvania
$11.6K -$8.46K -71 -42%
ATC
1430
Adirondack Trust Company
New York
$11.3K
FPFS
1431
First Personal Financial Services
North Carolina
$10.8K -$11.2K -94 -51%
Jones Financial Companies
1432
Jones Financial Companies
Missouri
$10.8K
SC
1433
Solstein Capital
California
$10.8K
S
1434
Sachetta
Massachusetts
$10.2K +$10.2K +86 New
RTL
1435
Red Tortoise LLC
Georgia
$10.1K
EWM
1436
Evermay Wealth Management
Virginia
$9.89K +$357 +3 +4%
LWA
1437
Lowe Wealth Advisors
Maryland
$9.53K
VCM
1438
Versant Capital Management
Arizona
$9.53K +$119 +1 +1%
HIIFS
1439
Harel Insurance Investments & Financial Services
Israel
$9K -$9K -75 -50%
NC
1440
NewSquare Capital
Pennsylvania
$8.93K -$119 -1 -1%
AA
1441
Ancora Advisors
Ohio
$8.81K -$7.62K -64 -46%
PO
1442
Private Ocean
California
$8.81K
FWA
1443
FSC Wealth Advisors
New York
$8.58K
Fuller & Thaler Asset Management
1444
Fuller & Thaler Asset Management
California
$8.58K +$953 +8 +13%
MSG
1445
Main Street Group
Virginia
$8.46K +$8.46K +71 New
CCMI
1446
Creative Capital Management Investments
California
$8.34K
KA
1447
Kozak & Associates
Colorado
$8.12K +$119 +1 +1%
JAM
1448
JCIC Asset Management
Ontario, Canada
$7.15K
CHC
1449
City Holding Co
West Virginia
$7.15K -$1.19K -10 -14%
LIWM
1450
Long Island Wealth Management
New York
$7K +$7K +59 New