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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 %
HR
601
Howe & Rusling
New York
$1.65M -$329K -2,346 -17%
MGWM
602
Marks Group Wealth Management
Minnesota
$1.65M +$15.8K +113 +1%
CA
603
Commerzbank Aktiengesellschaft
Germany
$1.62M +$108K +769 +7%
ETC
604
Exchange Traded Concepts
Oklahoma
$1.62M -$22K -157 -1%
ACA
605
Aptus Capital Advisors
Alabama
$1.61M +$572K +4,076 +55%
A
606
Allianz
Germany
$1.61M – – –
PWMAG
607
Pinnacle Wealth Management Advisory Group
New Jersey
$1.61M -$9.26K -66 -0.6%
BPWM
608
Badgley Phelps Wealth Managers
Washington
$1.6M – – –
HWM
609
HB Wealth Management
Georgia
$1.6M +$219K +1,564 +16%
UPS
610
UHLMANN PRICE SECURITIES
Illinois
$1.59M +$51.3K +366 +3%
BP
611
Ballentine Partners
Massachusetts
$1.59M +$49.1K +350 +3%
AL
612
Aspiriant LLC
California
$1.58M -$54K -385 -3%
CM
613
Crestline Management
Texas
$1.58M +$785K +5,596 +99%
DP
614
Dearborn Partners
Illinois
$1.58M +$49.1K +350 +3%
TSS
615
Thomas Story & Son
Indiana
$1.57M – – –
IBOK
616
Independence Bank of Kentucky
Kentucky
$1.57M +$1.03M +7,365 +193%
AF
617
Allworth Financial
California
$1.56M +$200K +1,382 +15%
CIA
618
Capital Investment Advisors
Georgia
$1.55M +$116K +830 +8%
CP
619
Cumberland Partners
Ontario, Canada
$1.54M -$280K -2,000 -15%
EF
620
Empirical Finance
Pennsylvania
$1.54M -$18.1K -129 -1%
DF
621
Donoghue Forlines
Massachusetts
$1.53M +$202K +1,443 +15%
GSB
622
Greenfield Savings Bank
Massachusetts
$1.52M -$21.7K -155 -1%
FCCM
623
First City Capital Management
Georgia
$1.52M -$33.7K -240 -2%
NWMG
624
Nicholson Wealth Management Group
South Carolina
$1.52M +$594K +4,239 +64%
CP
625
Covenant Partners
Tennessee
$1.52M -$218K -1,554 -13%
23 24
25
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