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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 %
HIP
801
HUB Investment Partners
Texas
$685K -$29.7K -242 -4%
WTC
802
WhitTier Trust Company
Nevada
$683K +$100K +817 +17%
FB
803
Fulton Bank
Pennsylvania
$680K -$3.56K -29 -0.5%
SC
804
SRB Corp
Massachusetts
$679K +$679K +5,530 New
BFA
805
Beacon Financial Advisory
Ohio
$678K +$678K +5,522 New
TPWA
806
TRUE Private Wealth Advisors
Oregon
$678K +$35.4K +288 +6%
HWM
807
HB Wealth Management
Georgia
$676K +$46.5K +379 +7%
FNA
808
First National Advisers
Nebraska
$674K +$141K +1,152 +27%
LW
809
Linscomb Wealth
Texas
$673K -$6.14K -50 -0.9%
GWM
810
GSB Wealth Management
Connecticut
$673K -$71.8K -585 -10%
RIM
811
RW Investment Management
Idaho
$673K – – –
AWE
812
Avidian Wealth Enterprises
Texas
$672K +$49.9K +406 +8%
NPF
813
Norris Perne & French
Michigan
$670K – – –
LC
814
Lindbrook Capital
California
$663K +$6.88K +56 +1%
OFG
815
OmniStar Financial Group
North Carolina
$662K +$51.1K +416 +8%
STA
816
Summit Trail Advisors
New York
$653K +$39.9K +325 +7%
IAN
817
Integrated Advisors Network
Texas
$645K -$34.6K -282 -5%
PA
818
Procyon Advisors
Connecticut
$645K -$16.9K -138 -3%
SAM
819
Seelaus Asset Management
New Jersey
$644K – – –
RAM
820
Ramirez Asset Management
New York
$640K – – –
MC
821
Maverick Capital
Texas
$639K -$464K -3,779 -42%
JE
822
JMAC Enterprises
Pennsylvania
$639K -$49.1K -400 -7%
RFG
823
Range Financial Group
Oregon
$639K +$4.67K +38 +0.7%
BRA
824
Bender Robert & Associates
California
$638K -$25.8K -210 -4%
FTIS
825
First Trust Investment Solutions
Florida
$638K +$381K +3,100 +148%
31 32
33
34 35