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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 %
CM
751
Columbus Macro
Pennsylvania
$818K +$818K +6,660 New
ANBTV
752
American National Bank & Trust (Virginia)
Virginia
$815K +$815K +6,636 New
FBT
753
First Bank & Trust
South Dakota
$799K -$17.6K -143 -2%
FFA
754
Farther Finance Advisors
California
$799K +$472K +3,877 +144%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$795K -$82.4K -671 -9%
TFG
756
Taylor Financial Group
Virginia
$793K -$29.5K -240 -4%
TIAA Trust, National Association
757
TIAA Trust, National Association
North Carolina
$792K +$16.9K +138 +2%
MMPW
758
Mitchell McLeod Pugh & Williams
Alabama
$791K – – –
ECA
759
Elevated Capital Advisors
Utah
$788K +$70.1K +571 +10%
CIA
760
Capital Investment Advisors
Georgia
$785K +$2.83K +23 +0.4%
CW
761
CreativeOne Wealth
Kansas
$784K +$455K +3,705 +138%
MWM
762
Modera Wealth Management
New Jersey
$782K +$180K +1,465 +30%
GIA
763
Guyasuta Investment Advisors
Pennsylvania
$782K – – –
WA
764
Wealth Alliance
New York
$778K +$6.51K +53 +0.8%
FNBT
765
FineMark National Bank & Trust
Florida
$774K -$93.6K -762 -11%
LC
766
Lavaca Capital
Texas
$773K +$1.97K +16 +0.3%
MGIA
767
Moneta Group Investment Advisors
Missouri
$764K +$35.9K +292 +5%
OAM
768
Oppenheimer Asset Management
New York
$761K -$72.9K -594 -9%
SFB
769
STAR Financial Bank
Indiana
$760K – – –
VSQM
770
V-Square Quantitative Management
Illinois
$758K – – –
VEA
771
Virtus ETF Advisers
New York
$758K +$758K +6,169 New
BCV
772
Banque Cantonale Vaudoise
Switzerland
$757K -$577K -4,696 -43%
AWM
773
AE Wealth Management
Kansas
$748K -$2.21M -17,966 -75%
MSA
774
Marino Stram & Associates
Massachusetts
$747K +$36.1K +294 +5%
BSW
775
Buckingham Strategic Wealth
Missouri
$745K +$118K +960 +19%
29 30
31
32 33