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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 %
SW
776
SVB Wealth
Massachusetts
$914K +$914K +6,521 New
MSA
777
Marino Stram & Associates
Massachusetts
$914K +$17.1K +122 +2%
JC
778
JBGlobal.com
New York
$908K +$908K +6,474 New
FNBT
779
FineMark National Bank & Trust
Florida
$907K -$46.6K -332 -5%
BFA
780
Beacon Financial Advisory
Ohio
$905K +$58.6K +418 +7%
GT
781
Greenleaf Trust
Michigan
$905K +$28K +200 +3%
JCM
782
Jacobi Capital Management
Pennsylvania
$899K -$982 -7 -0.1%
IA
783
IFP Advisors
Florida
$898K +$100K +712 +13%
SBF
784
Sara-Bay Financial
Florida
$897K -$1.96K -14 -0.2%
VSQM
785
V-Square Quantitative Management
Illinois
$889K -$17.1K -122 -2%
TFG
786
Taylor Financial Group
Virginia
$888K – – –
AWE
787
Avidian Wealth Enterprises
Texas
$888K +$24.4K +174 +3%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$888K -$32.5K -232 -4%
BPA
789
Beacon Pointe Advisors
California
$872K -$20.8K -148 -2%
PNC
790
Park National Corp
Ohio
$870K -$194K -1,386 -18%
GIA
791
Guyasuta Investment Advisors
Pennsylvania
$864K – – –
AWM
792
AE Wealth Management
Kansas
$860K -$189K -1,351 -18%
CCP
793
Cushing Capital Partners
Wisconsin
$860K +$860K +6,131 New
HIP
794
HUB Investment Partners
Texas
$854K +$40.9K +292 +5%
HI
795
Horizon Investments
North Carolina
$851K +$23.5K +169 +3%
PWA
796
Provenance Wealth Advisors
Florida
$849K – – –
MC
797
Middleton & Co
Massachusetts
$847K -$7.01K -50 -0.8%
MMPW
798
Mitchell McLeod Pugh & Williams
Alabama
$847K – – –
OAM
799
Ostrum Asset Management
France
$846K +$630K +4,492 +291%
BTC
800
Bank & Trust Company
Illinois
$836K -$23.3K -166 -3%
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