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Paychex
PAYX

Overview Fund Activity

1,432 hedge funds and large institutions have $34.6B invested in Paychex in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 499 increasing their positions, 546 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
–
Holders Change %
0%
% of All Funds
22.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.55%
New
113
Increased
499
Reduced
546
Closed
94
Calls
$352M
Puts
$190M
Net Calls
+$161M
Net Calls Change
+$70.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$426M
2
Capital International Investors
Capital International Investors
California
+$197M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$161M
4
Wells Fargo
Wells Fargo
California
+$111M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$194M
2
Barclays
Barclays
United Kingdom
-$106M
3
BG
Bahl & Gaynor
Ohio
-$76.2M
4
Morgan Stanley
Morgan Stanley
New York
-$70.8M
5
Amundi
Amundi
France
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
801
Capital Investment Advisory Services
North Carolina
$656K +$106K +776 +19%
KCM
802
KRS Capital Management
Michigan
$654K +$6.27K +46 +1%
MA
803
Montag & Associates
Georgia
$641K -$181K -1,325 -22%
CA
804
Clearstead Advisors
Ohio
$636K +$273 +2 +0%
CIA
805
Choate Investment Advisors
Massachusetts
$632K – – –
VVP
806
Venture Visionary Partners
Ohio
$630K -$36.9K -271 -6%
KWM
807
Kolinsky Wealth Management
New Jersey
$629K +$57.6K +422 +10%
MM
808
MQS Management
New York
$626K -$80K -586 -11%
IA
809
Insight Advisors
Pennsylvania
$625K +$175K +1,282 +39%
VFIC
810
Valley Forge Investment Consultants
Pennsylvania
$622K +$622K +4,560 New
EAM
811
Empirical Asset Management
Massachusetts
$620K -$13.9K -102 -2%
JWM
812
Jeppson Wealth Management
California
$619K -$13.6K -100 -2%
JWCA
813
J.W. Cole Advisors
Florida
$619K +$78.5K +575 +15%
WAM
814
Werlinich Asset Management
Connecticut
$614K – – –
NFC
815
Northeast Financial Consultants
Connecticut
$613K +$204K +1,491 +50%
FMLI
816
Fukoku Mutual Life Insurance
Japan
$609K -$41K -300 -6%
PB
817
Pinnacle Bancorp
Nebraska
$605K -$6.83K -50 -1%
FRM
818
Fox Run Management
Connecticut
$605K +$605K +4,434 New
PCP
819
Proficio Capital Partners
Massachusetts
$604K +$182K +1,338 +43%
CCM
820
Carderock Capital Management
Maryland
$601K -$47.2K -346 -7%
KCM
821
Kanawha Capital Management
Virginia
$601K +$20.5K +150 +4%
PAS
822
Professional Advisory Services
Florida
$600K – – –
IFS
823
Ifrah Financial Services
Arkansas
$598K -$283K -2,070 -32%
CRI
824
Colonial River Investments
Virginia
$594K +$103K +753 +21%
RZH
825
Relyea Zuckerberg Hanson
Connecticut
$589K +$3.86K +28 +0.7%
31 32
33
34 35