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Paychex
PAYX

Overview Fund Activity

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$222M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$137M
3
Ameriprise
Ameriprise
Minnesota
+$131M
4
Goldman Sachs
Goldman Sachs
New York
+$110M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$107M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$213M
2
Capital World Investors
Capital World Investors
California
-$105M
3
Millennium Management
Millennium Management
New York
-$93M
4
Lazard Asset Management
Lazard Asset Management
New York
-$56.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDM
751
Penn Davis McFarland
Texas
$678K – – –
LC
752
Lindbrook Capital
California
$671K -$29.3K -254 -4%
GRP
753
Global Retirement Partners
California
$667K +$6.8K +59 +1%
FWM
754
Forza Wealth Management
Florida
$662K – – –
LW
755
Linscomb Wealth
Texas
$661K – – –
IAN
756
Integrated Advisors Network
Texas
$661K -$45.2K -392 -6%
OAM
757
Ostrum Asset Management
France
$660K +$470K +4,072 +247%
TPA
758
Trivium Point Advisory
Connecticut
$660K – – –
CG
759
Caprock Group
Idaho
$657K +$176K +1,524 +37%
MSA
760
Marino Stram & Associates
Massachusetts
$656K +$1.04K +9 +0.2%
SFA
761
Seneca Financial Advisors
New York
$656K +$577 +5 +0.1%
CTA
762
Chesley Taft & Associates
Illinois
$652K – – –
FB
763
Fulton Bank
Pennsylvania
$647K +$647K +5,609 New
O
764
Ossiam
France
$644K -$39.6K -343 -6%
PGIM
765
Pacific Global Investment Management
California
$642K -$53.2K -461 -8%
HWM
766
HB Wealth Management
Georgia
$640K +$76.9K +667 +14%
IA
767
IFP Advisors
Florida
$637K -$103K -896 -14%
BEI
768
Benjamin Edwards Inc
Missouri
$636K +$152K +1,316 +31%
GCM
769
Gallacher Capital Management
Colorado
$636K -$84.3K -731 -12%
MOS
770
MGO One Seven
Ohio
$635K +$49.9K +433 +9%
WFC
771
Western Financial Corp
California
$634K +$1.62K +14 +0.3%
DWT
772
Dorsey & Whitney Trust
South Dakota
$633K +$94.5K +819 +18%
PA
773
Procyon Advisors
Connecticut
$633K +$161K +1,392 +34%
KWM
774
KFG Wealth Management
Indiana
$632K +$67.2K +583 +12%
RIM
775
RW Investment Management
Idaho
$632K – – –
29 30
31
32 33