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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 %
CPIG
676
Chicago Partners Investment Group
Illinois
$1.1M +$1.46K +12 +0.1%
IWM
677
IHT Wealth Management
Illinois
$1.09M +$164K +1,336 +18%
HWM
678
Hohimer Wealth Management
Washington
$1.09M +$1.09M +8,863 New
I
679
InceptionR
California
$1.08M +$810K +6,593 +296%
OKSA
680
O'Keefe Stevens Advisory
New York
$1.08M – – –
PWLP
681
Prio Wealth Limited Partnership
Massachusetts
$1.08M +$421K +3,432 +64%
SHFA
682
SC&H Financial Advisors
Maryland
$1.07M -$150K -1,220 -12%
DILIC
683
Dai-ichi Life Insurance Company
Japan
$1.06M – – –
GSC
684
Grey Street Capital
Illinois
$1.06M +$1.06M +8,629 New
MC
685
Moors & Cabot
Massachusetts
$1.06M -$33.5K -273 -3%
LCM
686
Leisure Capital Management
California
$1.06M -$67.4K -549 -6%
CAM
687
Covenant Asset Management
New Jersey
$1.05M -$49.7K -405 -5%
PA
688
Parallel Advisors
California
$1.04M +$34.3K +279 +3%
CAG
689
Csenge Advisory Group
Florida
$1.04M -$59.3K -483 -5%
RL
690
Rogco LP
Oklahoma
$1.04M -$3.81K -31 -0.4%
BFG
691
Bleakley Financial Group
New Jersey
$1.01M +$30.9K +252 +3%
JWM
692
Jackson Wealth Management
Florida
$1.01M +$68.3K +556 +7%
SW
693
Simplicity Wealth
New Jersey
$1M +$1M +8,179 New
SIM
694
Studio Investment Management
Illinois
$1M +$54.3K +442 +6%
MCP
695
Martin Capital Partners
Oregon
$1M -$10.4K -85 -1%
BIAS
696
Beacon Investment Advisory Services
New Jersey
$995K -$108K -877 -10%
PNC
697
Park National Corp
Ohio
$994K +$4.54K +37 +0.5%
PAM
698
Panagora Asset Management
Massachusetts
$993K -$50.3K -410 -5%
LMKC
699
L.M. Kohn & Company
Ohio
$984K -$23.9K -195 -2%
HIA
700
Harbor Investment Advisory
Maryland
$984K -$4.18K -34 -0.4%
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