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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 %
JCIA
801
Jackson Creek Investment Advisors
Colorado
$583K -$32.2K -279 -5%
QI
802
Qtron Investments
Massachusetts
$579K -$153K -1,326 -21%
AFP
803
Ausdal Financial Partners
Iowa
$576K +$6.23K +54 +1%
SS
804
Sunbelt Securities
Texas
$571K – – –
NAM
805
NTV Asset Management
West Virginia
$571K – – –
AM
806
AGF Management
Ontario, Canada
$571K -$1.15M -9,946 -67%
HTC
807
Haverford Trust Company
Pennsylvania
$570K -$10K -87 -2%
FPB
808
First PREMIER Bank
South Dakota
$570K – – –
NA
809
Nottingham Advisors
New York
$570K +$461 +4 +0.1%
MSCM
810
McElhenny Sheffield Capital Management
Texas
$568K +$568K +4,929 New
MHC
811
Meyer Handelman Company
New York
$565K – – –
FG
812
Fiduciary Group
Georgia
$564K – – –
BWS
813
Buck Wealth Strategies
Colorado
$563K +$494K +4,287 +725%
T
814
TRUADVICE
Florida
$560K -$7.5K -65 -1%
OFG
815
OmniStar Financial Group
North Carolina
$558K +$53.6K +464 +11%
AWE
816
Avidian Wealth Enterprises
Texas
$557K -$11.4K -99 -2%
MWM
817
Modera Wealth Management
New Jersey
$557K -$53.5K -464 -9%
LOIP
818
Live Oak Investment Partners
Texas
$556K -$535K – –
JWCA
819
J.W. Cole Advisors
Florida
$556K +$15.5K +134 +3%
KWM
820
Kolinsky Wealth Management
New Jersey
$555K -$1.27K -11 -0.2%
SRIM
821
Saratoga Research & Investment Management
California
$553K -$30.3K -263 -5%
LFA
822
Legacy Financial Advisors
Kentucky
$552K -$5.19K -45 -0.9%
CFS
823
CRA Financial Services
New Jersey
$550K -$53.4K -463 -9%
WA1
824
Wimmer Associates 1
California
$547K – – –
VSQM
825
V-Square Quantitative Management
Illinois
$546K +$219K +1,898 +67%
31 32
33
34 35