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Paychex
PAYX

Overview Fund Activity

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$222M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$137M
3
Ameriprise
Ameriprise
Minnesota
+$131M
4
Goldman Sachs
Goldman Sachs
New York
+$110M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$107M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$213M
2
Capital World Investors
Capital World Investors
California
-$105M
3
Millennium Management
Millennium Management
New York
-$93M
4
Lazard Asset Management
Lazard Asset Management
New York
-$56.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
626
Howe & Rusling
New York
$1.13M +$346 +3 +0%
MC
627
Middleton & Co
Massachusetts
$1.11M -$102K -882 -8%
CAG
628
Csenge Advisory Group
Florida
$1.11M -$79K -685 -7%
VA
629
Valmark Advisers
Ohio
$1.1M -$20.4K -177 -2%
CA
630
Claro Advisors
Massachusetts
$1.1M +$76.5K +663 +7%
GIA
631
GHP Investment Advisors
Colorado
$1.09M +$205K +1,738 +23%
CFA
632
CWS Financial Advisors
Michigan
$1.09M -$24.4K -212 -2%
AMG
633
Asset Management Group
Connecticut
$1.09M +$7.96K +69 +0.7%
AG
634
Ascent Group
Virginia
$1.09M -$1.89M -16,597 -64%
TFA
635
Transamerica Financial Advisors
Florida
$1.07M -$89.2K -773 -8%
HBT
636
Hills Bank & Trust
Iowa
$1.07M – – –
BCM
637
Birch Capital Management
Texas
$1.06M – – –
S
638
SignatureFD
Georgia
$1.06M +$31.8K +276 +3%
LNC
639
Lincoln National Corp
Pennsylvania
$1.06M +$71K +616 +7%
MYAM
640
Meiji Yasuda Asset Management
Japan
$1.05M -$77.3K -670 -7%
BIAS
641
Beacon Investment Advisory Services
New Jersey
$1.05M -$135K -1,167 -11%
CPIG
642
Chicago Partners Investment Group
Illinois
$1.05M +$3.38K +29 +0.3%
RT
643
Rockland Trust
Massachusetts
$1.05M -$15.9K -138 -1%
MSAM
644
Moloney Securities Asset Management
Missouri
$1.04M +$124K +1,073 +13%
FAN
645
Financial Advisors Network
California
$1.03M +$1.03M +8,964 New
Capstone Investment Advisors
646
Capstone Investment Advisors
New York
$1.02M +$517K +4,487 +102%
OKSA
647
O'Keefe Stevens Advisory
New York
$1.02M – – –
LWP
648
LMG Wealth Partners
Louisiana
$1M +$85.6K +742 +9%
RG
649
Rathbones Group
United Kingdom
$997K +$997K +8,641 New
MFGM
650
Marshall Financial Group (Maryland)
Maryland
$993K -$26.8K -232 -3%
24 25
26
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