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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 %
WA
726
Wealth Alliance
New York
$1.07M +$16.1K +115 +2%
BRM
727
Boston Research & Management
Massachusetts
$1.06M – – –
BFS
728
Bard Financial Services
Connecticut
$1.06M – – –
GSEP
729
Golden State Equity Partners
California
$1.06M +$572K +4,081 +118%
JSSH
730
J. Safra Sarasin Holding
$1.05M -$121K -865 -10%
CCIA
731
Campbell & Co Investment Adviser
Maryland
$1.04M -$59.5K -424 -5%
RL
732
Rogco LP
Oklahoma
$1.04M -$22.2K -158 -2%
CSI
733
Cross Staff Investments
New York
$1.03M -$70.1K -500 -6%
GIP
734
Granite Investment Partners
California
$1.02M – – –
SAM
735
Shell Asset Management
Netherlands
$1.02M -$17.7K -126 -2%
SWP
736
Sagespring Wealth Partners
Tennessee
$1.01M +$1.01M +7,190 New
Lido Advisors
737
Lido Advisors
California
$1.01M +$20.9K +149 +2%
CAM
738
Covenant Asset Management
New Jersey
$1.01M – – –
SWM
739
Salvus Wealth Management
New Jersey
$1.01M +$6.31K +45 +0.6%
CSP
740
Cary Street Partners
Virginia
$1.01M +$1.01M +7,179 New
MCCP
741
Mission Creek Capital Partners
California
$1.01M -$36.9K -263 -4%
PCG
742
Prosperity Consulting Group
Maryland
$1M -$37.6K -268 -4%
SWA
743
SFMG Wealth Advisors
Texas
$1M – – –
TFA
744
Transamerica Financial Advisors
Florida
$1M -$37K -264 -4%
ACP
745
Aviance Capital Partners
Florida
$999K +$30.8K +220 +3%
OAM
746
Oppenheimer Asset Management
New York
$996K -$46.3K -330 -4%
CFO
747
Callan Family Office
Pennsylvania
$992K +$992K +7,075 New
ACG
748
Allen Capital Group
Nebraska
$990K +$170K +1,210 +21%
BCM
749
Birch Capital Management
Texas
$989K -$1.54K -11 -0.2%
TCM
750
Tang Capital Management
California
$978K +$978K +6,973 New
28 29
30
31 32