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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 %
O
701
Ossiam
France
$983K +$568K +4,626 +137%
Koshinski Asset Management
702
Koshinski Asset Management
Illinois
$974K +$242K +1,968 +33%
IAA
703
Independent Advisor Alliance
North Carolina
$970K +$2.21K +18 +0.2%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$967K +$13.3K +108 +1%
RCAG
705
Rehmann Capital Advisory Group
Michigan
$967K -$9.82K -80 -1%
CSI
706
Cross Staff Investments
New York
$963K – – –
STAS
707
Strong Tower Advisory Services
Minnesota
$958K +$126K +1,040 +15%
WFC
708
Western Financial Corp
California
$957K +$255K +2,076 +36%
EAM
709
Empirical Asset Management
Massachusetts
$953K +$497K +4,045 +109%
SAM
710
S.A. Mason
Michigan
$950K +$846K +6,889 +811%
HT
711
Heritage Trust
Oklahoma
$948K -$29.2K -238 -3%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$945K +$60.3K +491 +7%
PAG
713
Powers Advisory Group
Illinois
$941K -$13.6K -111 -1%
FCH
714
Freestone Capital Holdings
Washington
$939K -$68.2K -555 -7%
GIP
715
Granite Investment Partners
California
$939K – – –
BRM
716
Boston Research & Management
Massachusetts
$935K – – –
PPWM
717
Paragon Private Wealth Management
Kentucky
$930K +$10.8K +88 +1%
BFS
718
Bard Financial Services
Connecticut
$930K – – –
MAS
719
Meeder Advisory Services
Ohio
$919K +$18.1K +147 +2%
SC
720
Savant Capital
Illinois
$919K -$12.5K -102 -1%
Lido Advisors
721
Lido Advisors
California
$919K +$321K +2,613 +54%
NW
722
Naviter Wealth
Arkansas
$916K -$55.9K -455 -6%
MC
723
Middleton & Co
Massachusetts
$914K -$158K -1,290 -15%
KFA
724
Kapstone Financial Advisors
Ohio
$911K – – –
PPC
725
Park Place Capital
Alabama
$907K -$412K -3,354 -31%
27 28
29
30 31