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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
651
Drake & Associates
Wisconsin
$1.4M +$720K +5,067 +113%
O
652
Ossiam
France
$1.39M -$5.25K -37 -0.4%
EWM
653
EPG Wealth Management
Georgia
$1.38M -$9.09K -64 -0.6%
IAA
654
Independent Advisor Alliance
North Carolina
$1.38M +$174K +1,222 +14%
BBHC
655
Brown Brothers Harriman & Co
New York
$1.38M -$5.82K -41 -0.4%
JIM
656
Jensen Investment Management
Oregon
$1.38M
CG
657
Caprock Group
Idaho
$1.38M +$3.12K +22 +0.2%
BFS
658
Bradley Foster & Sargent
Connecticut
$1.37M
AC
659
Allstate Corporation
Illinois
$1.37M +$1.39M +9,767 New
Fayez Sarofim & Co
660
Fayez Sarofim & Co
Texas
$1.37M +$52K +366 +4%
HNB
661
Huntington National Bank
Ohio
$1.36M -$77.5K -546 -5%
PPA
662
Pacific Point Advisors
California
$1.36M +$1.29M +9,073 New
FAIM
663
Financial Advocates Investment Management
Washington
$1.35M -$539K -3,796 -28%
BSB
664
Bangor Savings Bank
Maine
$1.35M -$1.99K -14 -0.1%
NW
665
Naviter Wealth
Arkansas
$1.35M +$389K +2,736 +40%
PA
666
Parallel Advisors
California
$1.35M +$134K +946 +11%
SDIC
667
South Dakota Investment Council
South Dakota
$1.35M
PGFC
668
Peapack-Gladstone Financial Corp
New Jersey
$1.34M +$4.4K +31 +0.3%
SAG
669
SageView Advisory Group
California
$1.32M +$22.4K +158 +2%
SIM
670
Studio Investment Management
Illinois
$1.31M +$12.9K +91 +1%
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M +$10.5K +74 +0.8%
EFS
672
Essex Financial Services
Connecticut
$1.3M +$61.9K +436 +5%
ATPW
673
Ashton Thomas Private Wealth
Arizona
$1.3M -$17.8K -125 -1%
CWS
674
Confluence Wealth Services
Pennsylvania
$1.3M -$115K -810 -8%
HSA
675
HBK Sorce Advisory
Pennsylvania
$1.29M -$8.38K -59 -0.6%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.