PAYX icon

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 %
SF
801
Summit Financial
New Jersey
$833K +$106K +754 +15%
SHFA
802
SC&H Financial Advisors
Maryland
$828K -$217K -1,548 -21%
JWM
803
Jacksonville Wealth Management
Florida
$828K +$828K +5,901 New
CCM
804
Crew Capital Management
Ohio
$826K +$551K +3,929 +200%
CCT
805
Chemung Canal Trust
New York
$826K -$17K -121 -2%
PDM
806
Penn Davis McFarland
Texas
$825K – – –
CUAMC
807
China Universal Asset Management Company
China
$821K +$181K +1,294 +28%
BWS
808
Buck Wealth Strategies
Colorado
$810K +$341K +2,432 +73%
HI
809
Human Investing
Oregon
$809K – – –
FWM
810
Forza Wealth Management
Florida
$804K – – –
BHBT
811
Burke & Herbert Bank & Trust
Virginia
$803K – – –
BJL
812
Brighton Jones LLC
Washington
$801K +$167K +1,190 +26%
KWM
813
KFG Wealth Management
Indiana
$799K +$24.1K +172 +3%
CCA
814
Checchi Capital Advisers
California
$795K +$3.09K +22 +0.4%
GI
815
GAMMA Investing
California
$795K +$165K +1,179 +26%
CTA
816
Chesley Taft & Associates
Illinois
$792K – – –
JF
817
Jump Financial
Illinois
$787K +$2.66K +19 +0.3%
RCM
818
Raleigh Capital Management
North Carolina
$785K -$7.71K -55 -1%
KCIC
819
Kuhn & Co Investment Counsel
Illinois
$782K – – –
FTWA
820
Fifth Third Wealth Advisors
Ohio
$782K -$7.29K -52 -0.9%
HPC
821
HM Payson & Co
Maine
$779K +$74.3K +530 +11%
SQA
822
Simon Quick Advisors
New Jersey
$777K +$25.7K +183 +3%
PA
823
Procyon Advisors
Connecticut
$774K +$3.51K +25 +0.5%
AFP
824
Ausdal Financial Partners
Iowa
$774K +$2.38K +17 +0.3%
GWP
825
Gen-Wealth Partners
Michigan
$769K +$168K +1,195 +28%
31 32
33
34 35