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Paychex

1,619 hedge funds and large institutions have $40.3B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 584 increasing their positions, 563 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
+90
Holders Change %
+5.89%
% of All Funds
21.55%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
189
Increased
584
Reduced
563
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Shares
Change %
S
1526
Sachetta
Massachusetts
$13.9K +$280 +2 +2%
BA
1527
Bellwether Advisors
Nebraska
$13.7K +$13.7K +98 New
SC
1528
Solstein Capital
California
$12.8K
SSG
1529
Summit Securities Group
New York
$12.6K +$12.6K +90 New
AF
1530
Atala Financial
California
$12.3K +$12.3K +88 New
RTL
1531
Red Tortoise LLC
Georgia
$11.9K
PPA
1532
Painted Porch Advisors
California
$11.5K +$11.5K +82 New
MSWM
1533
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K +$11.4K +81 New
EWM
1534
Evermay Wealth Management
Virginia
$11.2K
LWA
1535
Lowe Wealth Advisors
Maryland
$11.2K
AG
1536
AmeriFlex Group
Nevada
$11.1K +$11.1K +75 New
SIM
1537
Synergy Investment Management
Florida
$10.9K +$10.9K +78 New
BBPWM
1538
Blue Bell Private Wealth Management
Pennsylvania
$10.8K -$6.45K -46 -37%
ATC
1539
Adirondack Trust Company
New York
$10.8K
AA
1540
Ancora Advisors
Ohio
$10.7K
GFPC
1541
Global Financial Private Client
Florida
$10.4K +$1.12K +8 +12%
DIP
1542
DT Investment Partners
Pennsylvania
$10.2K
CWC
1543
Carolinas Wealth Consulting
North Carolina
$9.98K -$26.3K -190 -73%
MSG
1544
Main Street Group
Virginia
$9.96K
CFS
1545
CGC Financial Services
Oregon
$9.82K
CCMI
1546
Creative Capital Management Investments
California
$9.82K
KA
1547
Kozak & Associates
Colorado
$9.75K -$3.76K -27 -28%
RWPA
1548
Richard W. Paul & Associates
Michigan
$9.68K
FWA
1549
FSC Wealth Advisors
New York
$9.26K -$841 -6 -8%
KFP
1550
Keener Financial Planning
Texas
$9K