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Paychex
PAYX

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$352M
2
UBS Group
UBS Group
Switzerland
+$174M
3
Northern Trust
Northern Trust
Illinois
+$97.4M
4
Amundi
Amundi
France
+$94.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$88M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$337M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
3
Barclays
Barclays
United Kingdom
-$122M
4
IAIM
International Assets Investment Management
Florida
-$110M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
576
Dakota Wealth Management
Florida
$1.81M +$1.12K +8 +0.1%
GRP
577
Global Retirement Partners
California
$1.81M -$114K -816 -6%
HCM
578
Hall Capital Management
Rhode Island
$1.81M +$1.81M +12,900 New
AP
579
Atwood & Palmer
Missouri
$1.81M -$561 -4 -0%
AFS
580
Access Financial Services
Minnesota
$1.8M -$20.9K -149 -1%
IC
581
IEQ Capital
California
$1.8M -$2.07M -14,769 -54%
CHJWM
582
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.79M – – –
CM
583
Columbus Macro
Pennsylvania
$1.78M +$900K +6,418 +102%
VCA
584
Verdence Capital Advisors
Maryland
$1.78M +$3.23K +23 +0.2%
CAM
585
Cresset Asset Management
Illinois
$1.76M -$2.49M -17,766 -59%
WS
586
Wedbush Securities
California
$1.76M -$30.7K -219 -2%
BBA
587
BLB&B Advisors
Pennsylvania
$1.76M -$79.2K -565 -4%
LWP
588
LMG Wealth Partners
Louisiana
$1.75M +$7.15K +51 +0.4%
TF
589
Tompkins Financial
New York
$1.75M -$12.1K -86 -0.7%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M -$120K -815 -6%
EF
591
Exeter Financial
Arizona
$1.74M +$28.9K +206 +2%
Vontobel Holding
592
Vontobel Holding
Switzerland
$1.72M +$137K +974 +9%
MOS
593
MGO One Seven
Ohio
$1.72M +$155K +1,102 +10%
CIC
594
Carnegie Investment Counsel
Ohio
$1.72M +$824K +5,880 +92%
PS
595
Pensionfund Sabic
Netherlands
$1.69M +$323K +2,300 +24%
CRI
596
Commonwealth Retirement Investments
Virginia
$1.68M +$21.6K +154 +1%
JG
597
Jain Global
New York
$1.68M +$1.68M +11,961 New
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$1.66M -$50.3K -359 -3%
IWA
599
IVC Wealth Advisors
Pennsylvania
$1.66M -$33.8K -241 -2%
IWA
600
Icon Wealth Advisors
Texas
$1.65M +$7.71K +55 +0.5%
22 23
24
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