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Paychex
PAYX

Overview Fund Activity

1,432 hedge funds and large institutions have $34.6B invested in Paychex in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 499 increasing their positions, 546 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
–
Holders Change %
0%
% of All Funds
22.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.55%
New
113
Increased
499
Reduced
546
Closed
94
Calls
$352M
Puts
$190M
Net Calls
+$161M
Net Calls Change
+$70.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$426M
2
Capital International Investors
Capital International Investors
California
+$197M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$161M
4
Wells Fargo
Wells Fargo
California
+$111M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$194M
2
Barclays
Barclays
United Kingdom
-$106M
3
BG
Bahl & Gaynor
Ohio
-$76.2M
4
Morgan Stanley
Morgan Stanley
New York
-$70.8M
5
Amundi
Amundi
France
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
526
Anchor Investment Management
South Carolina
$1.94M -$3.41K -25 -0.2%
KWM
527
Keebeck Wealth Management
Illinois
$1.94M – – –
AWS
528
Atria Wealth Solutions
New York
$1.93M +$1.93M +14,164 New
AAS
529
Avantax Advisory Services
Texas
$1.93M -$554K -4,060 -22%
BG
530
Bollard Group
Massachusetts
$1.91M +$51.4K +377 +3%
NMIMC
531
Northwestern Mutual Investment Management Company
Wisconsin
$1.91M -$61.3K -449 -3%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$1.91M +$216K +1,582 +13%
AP
533
Advisor Partners
California
$1.89M -$80.5K -590 -4%
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M +$399K +2,924 +27%
DC
535
Davenport & Co
Virginia
$1.89M -$82.7K -606 -4%
MCA
536
MSH Capital Advisors
Arizona
$1.88M +$101K +741 +6%
SB
537
Simmons Bank
Arkansas
$1.87M -$544K -3,987 -23%
CP
538
Covenant Partners
Tennessee
$1.87M – – –
HNB
539
Huntington National Bank
Ohio
$1.85M -$43.5K -319 -2%
AAM
540
Aureus Asset Management
Massachusetts
$1.83M -$131K -960 -7%
MC
541
Middleton & Co
Massachusetts
$1.83M -$240K -1,760 -12%
GIA
542
Gladstone Institutional Advisory
Florida
$1.82M -$114K -835 -6%
ICM
543
IMS Capital Management
Oregon
$1.82M +$87.1K +638 +5%
CIBC World Market
544
CIBC World Market
Ontario, Canada
$1.81M -$516K -3,781 -22%
CHJWM
545
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.81M -$6.96K -50 -0.4%
UAS
546
United Asset Strategies
New York
$1.79M +$11.1K +81 +0.6%
CAG
547
Csenge Advisory Group
Florida
$1.79M -$120K -877 -6%
PWMAG
548
Pinnacle Wealth Management Advisory Group
New Jersey
$1.78M +$41.4K +303 +2%
IWA
549
IVC Wealth Advisors
Pennsylvania
$1.77M +$55.5K +407 +3%
HFM
550
Hartford Financial Management
Connecticut
$1.77M – – –
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