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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 %
CAM
651
Covenant Asset Management
New Jersey
$986K -$28.8K -250 -3%
MC
652
Moors & Cabot
Massachusetts
$983K +$4.61K +40 +0.5%
IAA
653
Independent Advisor Alliance
North Carolina
$983K -$111K -963 -10%
SPA
654
Sherbrooke Park Advisers
New York
$981K -$91.8K -796 -9%
FCH
655
Freestone Capital Holdings
Washington
$967K -$28.4K -246 -3%
RL
656
Rogco LP
Oklahoma
$966K +$966K +8,376 New
DWA
657
Douglass Winthrop Advisors
New York
$963K -$76.5K -663 -7%
CWS
658
Confluence Wealth Services
Pennsylvania
$959K -$231 -2 -0%
MCP
659
Martin Capital Partners
Oregon
$955K +$576 +5 +0.1%
PA
660
Parallel Advisors
California
$950K +$46.1K +400 +5%
SS
661
Simplicity Solutions
Minnesota
$948K +$112K +969 +13%
BFG
662
Bleakley Financial Group
New Jersey
$948K +$112K +969 +13%
HH
663
Hilltop Holdings
Texas
$940K +$78.3K +679 +9%
IWM
664
IHT Wealth Management
Illinois
$940K +$190K +1,650 +25%
MC
665
Machina Capital
France
$937K +$937K +8,126 New
NW
666
Naviter Wealth
Arkansas
$931K -$9K -78 -1%
BC
667
Burney Company
Virginia
$931K -$38.1K -330 -4%
PGFC
668
Peapack-Gladstone Financial Corp
New Jersey
$929K -$14.4K -125 -2%
HIA
669
Harbor Investment Advisory
Maryland
$928K -$5.65K -49 -0.6%
TFS
670
Thoroughbred Financial Services
Tennessee
$925K -$275K -2,388 -23%
CCM
671
Coldstream Capital Management
Washington
$924K +$403K +3,498 +77%
CC
672
Cipher Capital
New York
$923K +$923K +8,007 New
CSI
673
Cross Staff Investments
New York
$920K -$10.4K -90 -1%
BL
674
Balentine LLC
Georgia
$919K +$76.5K +663 +9%
HT
675
Heritage Trust
Oklahoma
$918K -$38.4K -333 -4%
25 26
27
28 29