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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 %
CG
651
Caprock Group
Idaho
$1.38M +$3.09K +22 +0.2%
BFS
652
Bradley Foster & Sargent
Connecticut
$1.37M – – –
AC
653
Allstate Corporation
Illinois
$1.37M +$1.37M +9,767 New
Fayez Sarofim & Co
654
Fayez Sarofim & Co
Texas
$1.37M +$51.3K +366 +4%
HNB
655
Huntington National Bank
Ohio
$1.36M -$76.6K -546 -5%
PPA
656
Pacific Point Advisors
California
$1.36M +$1.36M +9,073 New
FAIM
657
Financial Advocates Investment Management
Washington
$1.35M -$532K -3,796 -28%
BSB
658
Bangor Savings Bank
Maine
$1.35M -$1.96K -14 -0.1%
NW
659
Naviter Wealth
Arkansas
$1.35M +$384K +2,736 +40%
PA
660
Parallel Advisors
California
$1.35M +$133K +946 +11%
SDIC
661
South Dakota Investment Council
South Dakota
$1.35M – – –
PGFC
662
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$4.34K +31 +0.3%
SAG
663
SageView Advisory Group
California
$1.32M +$22.2K +158 +2%
SIM
664
Studio Investment Management
Illinois
$1.31M +$12.8K +91 +1%
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M +$10.4K +74 +0.8%
EFS
666
Essex Financial Services
Connecticut
$1.3M +$61.1K +436 +5%
ATPW
667
Ashton Thomas Private Wealth
Arizona
$1.3M -$17.5K -125 -1%
CWS
668
Confluence Wealth Services
Pennsylvania
$1.3M -$117K -810 -8%
HSA
669
HBK Sorce Advisory
Pennsylvania
$1.29M -$8.27K -59 -0.6%
ECAM
670
East Coast Asset Management
Massachusetts
$1.29M -$24.5K -175 -2%
SC
671
Savant Capital
Illinois
$1.29M +$27.2K +194 +2%
Empower Advisory Group
672
Empower Advisory Group
Colorado
$1.28M -$200K -1,428 -14%
Squarepoint
673
Squarepoint
New York
$1.28M -$2.53M -18,036 -66%
EWM
674
Evercore Wealth Management
New York
$1.27M – – –
AC
675
AXQ Capital
New Jersey
$1.27M +$1.27M +9,071 New
25 26
27
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