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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 %
TA
751
TCM Advisors
West Virginia
$973K -$958K – –
PP
752
Prudential plc
United Kingdom
$973K -$74.6K -532 -7%
Jones Financial Companies
753
Jones Financial Companies
Missouri
$973K +$530K +3,783 +120%
SSA
754
Schonfeld Strategic Advisors
New York
$971K +$971K +6,923 New
BIAS
755
Beacon Investment Advisory Services
New Jersey
$965K -$108K -770 -10%
HAG
756
HighPoint Advisor Group
Illinois
$960K +$21.2K +146 +2%
TIAA Trust, National Association
757
TIAA Trust, National Association
North Carolina
$958K +$95.1K +678 +11%
FCH
758
Freestone Capital Holdings
Washington
$958K -$13.3K -95 -1%
FBT
759
First Bank & Trust
South Dakota
$956K +$425K +3,031 +80%
CIS
760
Capital International Sarl
California
$953K +$259K +1,845 +37%
MP
761
Moment Partners
California
$950K +$950K +6,773 New
PA
762
Prossimo Advisors
California
$949K – – –
HFA
763
High Falls Advisors
New York
$945K +$198K +1,413 +27%
SWA
764
Stratos Wealth Advisors
Ohio
$945K +$5.33K +38 +0.6%
HT
765
Heritage Trust
Oklahoma
$941K +$941K +6,710 New
GIP
766
Greatmark Investment Partners
Georgia
$937K +$288K +2,055 +44%
CSIC
767
Clifford Swan Investment Counsel
California
$935K -$11.2K -80 -1%
PI
768
PFG Investments
New York
$928K +$4.49K +32 +0.5%
MWM
769
Modera Wealth Management
New Jersey
$926K +$53.1K +379 +6%
ET
770
Entropy Technologies
New York
$925K +$925K +6,596 New
KIM
771
Kestra Investment Management
Texas
$924K +$297K +2,115 +47%
WIA
772
World Investment Advisors
California
$923K +$304K +2,165 +49%
ECM
773
Evergreen Capital Management
Washington
$920K +$5.33K +38 +0.6%
AIA
774
AssuredPartners Investment Advisors
Florida
$919K +$919K +6,550 New
TFS
775
Thoroughbred Financial Services
Tennessee
$916K -$20.2K -144 -2%
29 30
31
32 33