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Paychex
PAYX

Overview Fund Activity

1,518 hedge funds and large institutions have $33B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 597 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+24
Holders Change %
+1.61%
% of All Funds
22%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
111
Increased
534
Reduced
597
Closed
75
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$292M
2
Charles Schwab
Charles Schwab
California
+$283M
3
Capital World Investors
Capital World Investors
California
+$185M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$97.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
Morgan Stanley
Morgan Stanley
New York
-$427M
3
Barclays
Barclays
United Kingdom
-$109M
4
Holocene Advisors
Holocene Advisors
New York
-$104M
5
Select Equity Group
Select Equity Group
New York
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
651
Brown Brothers Harriman & Co
New York
$1.21M -$29.8K -243 -2%
JIM
652
Jensen Investment Management
Oregon
$1.21M – – –
CIBC World Market
653
CIBC World Market
Ontario, Canada
$1.2M -$55.6K -453 -4%
MWM
654
Modern Wealth Management
Kansas
$1.2M +$1.2M +9,771 New
DWP
655
Daymark Wealth Partners
Ohio
$1.2M -$30.6K -249 -2%
CCM
656
Coldstream Capital Management
Washington
$1.2M +$17.6K +143 +1%
Vontobel Holding
657
Vontobel Holding
Switzerland
$1.19M -$234K -1,906 -16%
MFGM
658
Marshall Financial Group (Maryland)
Maryland
$1.19M +$90.3K +735 +8%
MFG
659
Merit Financial Group
Georgia
$1.19M +$451K +3,756 +61%
Assenagon Asset Management
660
Assenagon Asset Management
Luxembourg
$1.19M -$5.25M -42,793 -82%
AMG
661
Asset Management Group
Connecticut
$1.17M +$8.47K +69 +0.7%
MFG
662
Monumental Financial Group
Maryland
$1.17M -$37.9K -309 -3%
AC
663
AXQ Capital
New Jersey
$1.17M +$1.17M +9,500 New
CWS
664
Confluence Wealth Services
Pennsylvania
$1.17M +$172K +1,400 +17%
APF
665
Alaska Permanent Fund
Alaska
$1.16M -$2.8M -22,764 -71%
VA
666
Valmark Advisers
Ohio
$1.16M -$3.32K -27 -0.3%
AG
667
Advocate Group
Minnesota
$1.15M -$4.91K -40 -0.4%
GT
668
Greenleaf Trust
Michigan
$1.14M +$329K +2,677 +41%
EWM
669
Evercore Wealth Management
New York
$1.13M -$91.7K -747 -7%
HBT
670
Hills Bank & Trust
Iowa
$1.13M – – –
HNB
671
Hilltop National Bank
Wyoming
$1.12M +$1.12M +9,120 New
RT
672
Rockland Trust
Massachusetts
$1.11M +$12K +98 +1%
S
673
SignatureFD
Georgia
$1.11M -$2.83K -23 -0.3%
UAML
674
US Asset Management LLC
Pennsylvania
$1.11M -$13.7K -112 -1%
ATC
675
Argent Trust Co
Tennessee
$1.1M +$139K +1,135 +15%
25 26
27
28 29