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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 %
MYAM
626
Meiji Yasuda Asset Management
Japan
$1.52M +$35.9K +256 +2%
MMA
627
Miracle Mile Advisors
California
$1.52M +$723K +5,153 +91%
AWM
628
Axxcess Wealth Management
California
$1.51M -$105K -748 -6%
BWG
629
Boomfish Wealth Group
Georgia
$1.51M +$33.7K +240 +2%
MWM
630
Modern Wealth Management
Kansas
$1.51M -$73.6K -525 -5%
FC
631
Forte Capital
New York
$1.5M -$3.23M -23,058 -68%
AssetMark Inc
632
AssetMark Inc
California
$1.5M +$128K +916 +9%
Luther King Capital Management (LKCM)
633
Luther King Capital Management (LKCM)
Texas
$1.5M -$144K -1,029 -9%
KNW
634
Kesler Norman & Wride
Utah
$1.49M -$40.5K -289 -3%
CCM
635
Coldstream Capital Management
Washington
$1.49M +$52.2K +372 +4%
HFM
636
Hartford Financial Management
Connecticut
$1.48M -$116K -827 -7%
PFP
637
Pinnacle Financial Partners
Tennessee
$1.48M +$53.1K +379 +4%
SWP
638
Stratos Wealth Partners
Ohio
$1.47M +$31.6K +225 +2%
DWA
639
Douglass Winthrop Advisors
New York
$1.47M -$14K -100 -0.9%
SVWAG
640
Sound View Wealth Advisors Group
Georgia
$1.46M +$20.8K +148 +1%
CAM
641
Costello Asset Management
Pennsylvania
$1.46M -$1.56M -11,106 -52%
FFA
642
Farther Finance Advisors
California
$1.43M -$7.71K -55 -0.5%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$1.43M +$1.82K +13 +0.1%
VA
644
Valmark Advisers
Ohio
$1.42M +$101K +723 +8%
DA
645
Drake & Associates
Wisconsin
$1.4M +$744K +5,067 +113%
O
646
Ossiam
France
$1.39M -$5.19K -37 -0.4%
EWM
647
EPG Wealth Management
Georgia
$1.38M -$8.97K -64 -0.6%
IAA
648
Independent Advisor Alliance
North Carolina
$1.38M +$171K +1,222 +14%
BBHC
649
Brown Brothers Harriman & Co
New York
$1.38M -$5.75K -41 -0.4%
JIM
650
Jensen Investment Management
Oregon
$1.38M – – –
24 25
26
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