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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 %
MWM
701
MOKAN Wealth Management
Kansas
$1.16M +$1.16M +8,265 New
IWM
702
IHT Wealth Management
Illinois
$1.16M -$252K -1,799 -18%
CAG
703
Csenge Advisory Group
Florida
$1.16M -$14.9K -106 -1%
LMKC
704
L.M. Kohn & Company
Ohio
$1.15M -$23.1K -165 -2%
LCM
705
Leisure Capital Management
California
$1.15M -$98K -699 -8%
ATC
706
Argent Trust Co
Tennessee
$1.14M +$15.1K +108 +1%
PPWM
707
Paragon Private Wealth Management
Kentucky
$1.14M +$77.7K +554 +7%
CBT
708
Crews Bank & Trust
Florida
$1.13M +$1.13M +8,074 New
BRWA
709
B. Riley Wealth Advisors
Florida
$1.13M -$184K -1,310 -14%
SAM
710
S.A. Mason
Michigan
$1.12M -$9.11K -65 -0.8%
AMG
711
Asset Management Group
Connecticut
$1.11M +$6.73K +48 +0.6%
WFC
712
Western Financial Corp
California
$1.11M +$982 +7 +0.1%
RCAG
713
Rehmann Capital Advisory Group
Michigan
$1.11M -$2.95K -21 -0.3%
TCM
714
Tran Capital Management
California
$1.11M -$115K -820 -9%
KFA
715
Kapstone Financial Advisors
Ohio
$1.1M – – –
VWM
716
Venturi Wealth Management
Texas
$1.1M +$1.07M +7,665 +4,235%
ECA
717
Elevated Capital Advisors
Utah
$1.1M +$6.03K +43 +0.6%
KIG
718
Kessler Investment Group
Indiana
$1.1M -$42.8K -305 -4%
HIA
719
Harbor Investment Advisory
Maryland
$1.09M -$23.7K -169 -2%
PAG
720
Powers Advisory Group
Illinois
$1.09M +$140 +1 +0%
FNA
721
First National Advisers
Nebraska
$1.08M -$166K -1,184 -13%
FB
722
Fulton Bank
Pennsylvania
$1.08M +$13.6K +97 +1%
VCM
723
Voleon Capital Management
California
$1.08M +$1.08M +7,703 New
MP
724
McDonald Partners
Ohio
$1.07M -$5.61K -40 -0.5%
KTC
725
Kentucky Trust Company
Kentucky
$1.07M +$1.07M +7,636 New
27 28
29
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