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Paychex
PAYX

1,528 hedge funds and large institutions have $33.1B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 536 increasing their positions, 602 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $303M | Put options by funds: $128M

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

1% more funds holding

Funds holding: 1,506 → 1,528 (+22)

4% more capital invested

Capital invested by funds: $32B → $33.1B (+$1.13B)

0.38% more ownership

Funds ownership: 74.66% → 75.04% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

11% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 602

Holders
1,528
Holders Change
+22
Holders Change %
+1.46%
% 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
112
Increased
536
Reduced
602
Closed
77
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$288M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Capital World Investors
Capital World Investors
California
+$183M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$96.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$95.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
2
Morgan Stanley
Morgan Stanley
New York
-$422M
3
Barclays
Barclays
United Kingdom
-$108M
4
Holocene Advisors
Holocene Advisors
New York
-$103M
5
Select Equity Group
Select Equity Group
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
476
Genus Capital Management
British Columbia, Canada
$2.51M +$2.48M +20,400 New
SLI
477
Sumitomo Life Insurance
Japan
$2.46M +$2.45M +20,200 New
MPM
478
Meritage Portfolio Management
Kansas
$2.46M -$139K -1,142 -5%
IMPI
479
Ilmarinen Mutual Pension Insurance
Finland
$2.46M +$2.43M +20,000 New
SFA
480
Sequoia Financial Advisors
Ohio
$2.45M -$108K -892 -4%
LOAMS
481
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.45M +$2.42M +19,912 New
FNT
482
First National Trust
Pennsylvania
$2.43M – – –
Credit Agricole
483
Credit Agricole
France
$2.43M +$1.34M +11,062 +116%
WFMPM
484
Woodley Farra Manion Portfolio Management
Indiana
$2.4M -$150K -1,232 -6%
BHPW
485
Beverly Hills Private Wealth
California
$2.4M -$164K -1,353 -6%
HCP
486
Holt Capital Partners
Texas
$2.39M -$1.58K -13 -0.1%
GT
487
Glenview Trust
Kentucky
$2.39M -$141K -1,159 -6%
ZB
488
Zions Bancorporation
Utah
$2.37M +$41.4K +341 +2%
NIM
489
NEOS Investment Management
Connecticut
$2.35M +$346K +2,852 +17%
IA
490
IFG Advisory
Georgia
$2.35M -$477K -3,930 -17%
BF
491
BOK Financial
Oklahoma
$2.35M +$18.3K +151 +0.8%
PCIA
492
Prime Capital Investment Advisors
Kansas
$2.34M -$3.28K -27 -0.1%
TI
493
Trexquant Investment
Connecticut
$2.34M +$2.31M +19,070 New
TYCC
494
Texas Yale Capital Corp
Florida
$2.33M -$63.7K -525 -3%
SAM
495
Securian Asset Management
Minnesota
$2.32M -$180K -1,479 -7%
CPBTD
496
Central Pacific Bank - Trust Division
Hawaii
$2.31M +$2.3M +18,967 New
MGWM
497
Marks Group Wealth Management
Minnesota
$2.3M +$118K +973 +5%
MWM
498
Mattern Wealth Management
Kansas
$2.28M -$5.7K -47 -0.3%
RCA
499
Ranch Capital Advisors
Florida
$2.28M +$46.1K +380 +2%
DWM
500
Dakota Wealth Management
Florida
$2.27M +$13K +107 +0.6%
18 19
20
21 22

PAYX Hedge Fund Activity: Q1 2024 in Review

1,528 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2024, worth a combined $33.1B — up 3.5% from $32B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PAYX positions and 77 closed out — a net gain of 35 holders — while 536 added to existing stakes and 602 trimmed.

The largest buyer was Capital International Investors, adding an estimated $288M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,528 institutional investors held Paychex (PAYX) as of Q1 2024, up from 1,506 in Q4 2023.
  • Funds reported $33.1B of Paychex stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 112 funds opened new Paychex positions in Q1 2024 and 77 closed out, a net change of +35 holders.
  • The largest Paychex buyer in Q1 2024 was Capital International Investors, an estimated $288M added.
  • The largest Paychex seller in Q1 2024 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2024.