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Paychex
PAYX

Overview Fund Activity

1,518 hedge funds and large institutions have $33B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 597 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+24
Holders Change %
+1.61%
% of All Funds
22%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
111
Increased
534
Reduced
597
Closed
75
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$292M
2
Charles Schwab
Charles Schwab
California
+$283M
3
Capital World Investors
Capital World Investors
California
+$185M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$97.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
Morgan Stanley
Morgan Stanley
New York
-$427M
3
Barclays
Barclays
United Kingdom
-$109M
4
Holocene Advisors
Holocene Advisors
New York
-$104M
5
Select Equity Group
Select Equity Group
New York
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
501
PFW Advisors
Georgia
$2.2M +$2.21K +18 +0.1%
CAL
502
Capital Analysts LLC
Pennsylvania
$2.17M -$27.5K -224 -1%
AWS
503
Atria Wealth Solutions
New York
$2.17M -$186K -1,514 -8%
SIAP
504
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.15M -$36.2K -295 -2%
NFG
505
Nations Financial Group
Iowa
$2.14M -$11.2K -91 -0.5%
ADMI
506
Albert D. Mason Inc
Massachusetts
$2.13M +$26.5K +216 +1%
WT
507
Whittier Trust
California
$2.1M -$65.1K -530 -3%
Walleye Capital
508
Walleye Capital
New York
$2.1M +$2.1M +17,066 New
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$2.09M – – –
HAM
510
Harmony Asset Management
Arizona
$2.08M -$1.11K -9 -0.1%
IIC
511
Ironwood Investment Counsel
Arizona
$2.06M -$1.84K -15 -0.1%
RCM
512
Radnor Capital Management
Pennsylvania
$2.06M – – –
HR
513
Howe & Rusling
New York
$2.04M -$56.6K -461 -3%
MCA
514
MSH Capital Advisors
Arizona
$2.04M -$53.7K -437 -3%
SSWM
515
Smith Salley Wealth Management
North Carolina
$2.04M -$790K -6,435 -28%
FTDI
516
First Trust Direct Indexing
Massachusetts
$2.02M +$303K +2,471 +18%
ICM
517
IMS Capital Management
Oregon
$2.02M +$67.5K +550 +3%
Parallax Volatility Advisers
518
Parallax Volatility Advisers
California
$2.01M +$2.01M +16,404 New
JWCA
519
J.W. Coons Advisors
Ohio
$2.01M -$75.5K -615 -4%
UAS
520
United Asset Strategies
New York
$1.99M +$141K +1,152 +8%
UCB
521
United Community Bank
South Carolina
$1.99M -$39.7K -323 -2%
NMERB
522
New Mexico Educational Retirement Board
New Mexico
$1.98M -$61.4K -500 -3%
Wealthfront Advisers
523
Wealthfront Advisers
California
$1.98M -$65.7K -535 -3%
PAM
524
Palisade Asset Management
Minnesota
$1.95M – – –
SF
525
Synovus Financial
Georgia
$1.94M +$513K +4,178 +36%
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