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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
WCA
1501
Waypoint Capital Advisors
Minnesota
-$241K -2,147 Closed
AFS
1502
Axiom Financial Strategies
Indiana
-$240K -2,135 Closed
MWA
1503
Motive Wealth Advisors
Michigan
-$235K -2,097 Closed
BWP
1504
BSW Wealth Partners
Colorado
-$232K -2,072 Closed
FPCP
1505
Fort Point Capital Partners
California
-$227K -2,019 Closed
DWM
1506
Dorchester Wealth Management
Quebec, Canada
-$224K -2,000 Closed
AWA
1507
Arete Wealth Advisors
Illinois
-$221K -1,971 Closed
WWM
1508
Western Wealth Management
Colorado
-$221K -1,965 Closed
NB
1509
NBT Bank
New York
-$221K -1,964 Closed
AWA
1510
Amplius Wealth Advisors
Pennsylvania
-$220K -1,957 Closed
AWP
1511
Accretive Wealth Partners
New Jersey
-$219K -1,955 Closed
CC
1512
Centiva Capital
New York
-$224K -1,915 Closed
MAM
1513
Martingale Asset Management
Massachusetts
-$204K -1,811 Closed
PWPS
1514
Pinnacle Wealth Planning Services
Ohio
-$203K -1,808 Closed
HC
1515
HNP Capital
New York
-$201K -1,788 Closed
VRM
1516
Vectors Research Management
New York
-$201K -1,788 Closed
FNA
1517
First National Advisers
Nebraska
-$162K -1,446 Closed
NEAM
1518
New England Asset Management
Connecticut
-$114K -1,020 Closed
CL
1519
COWA LLC
Oklahoma
-$112K -1,000 Closed
NICM
1520
Neo Ivy Capital Management
New York
-$100K -888 Closed
DBG
1521
De Burlo Group
Massachusetts
-$89.8K -800 Closed
SWM
1522
Selective Wealth Management
Virginia
-$76K -678 Closed
EW
1523
Evoke Wealth
California
-$62K -549 Closed
HGERS
1524
Householder Group Estate & Retirement Specialist
Arizona
-$56K -504 Closed
HI
1525
Hudock Inc
Pennsylvania
-$55K -495 Closed