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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 %
CA
726
Commerzbank Aktiengesellschaft
Germany
$894K +$380K +3,094 +74%
SW
727
SVB Wealth
Massachusetts
$892K +$54K +440 +6%
GAAM
728
Guinness Atkinson Asset Management
California
$886K – – –
AG
729
Ascent Group
Virginia
$883K -$246K -2,004 -22%
CCT
730
Chemung Canal Trust
New York
$881K -$16.3K -133 -2%
AM
731
AGF Management
Ontario, Canada
$872K +$255K +2,076 +41%
E3F
732
Eight 31 Financial
Texas
$870K -$375K -3,051 -30%
MP
733
McDonald Partners
Ohio
$868K -$1.23K -10 -0.1%
BCM
734
Birch Capital Management
Texas
$868K -$61.5K -501 -7%
SWA
735
SFMG Wealth Advisors
Texas
$866K -$4.79K -39 -0.5%
AssetMark Inc
736
AssetMark Inc
California
$865K +$37.2K +303 +4%
TFS
737
Thoroughbred Financial Services
Tennessee
$855K -$106K -867 -11%
ACP
738
Aviance Capital Partners
Florida
$851K +$851K +6,928 New
SWM
739
Salvus Wealth Management
New Jersey
$851K -$737 -6 -0.1%
LWA
740
Lantern Wealth Advisors
New York
$845K +$845K +6,884 New
TMAM
741
Tokio Marine Asset Management
Japan
$844K -$247K -2,011 -23%
WA
742
Waverly Advisors
Alabama
$841K +$30.8K +251 +4%
TFA
743
Transamerica Financial Advisors
Florida
$840K +$162K +1,318 +24%
CIC
744
Carnegie Investment Counsel
Ohio
$835K – – –
HI
745
Harbour Investments
Wisconsin
$834K +$619K +5,037 +287%
CSIC
746
Clifford Swan Investment Counsel
California
$829K -$36.8K -300 -4%
Public Sector Pension Investment Board (PSP Investments)
747
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$826K – – –
AC
748
AlphaCore Capital
California
$822K -$8.6K -70 -1%
GAA
749
Global Assets Advisory
Florida
$822K +$822K +99,972 New
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$818K – – –
28 29
30
31 32