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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 %
PGFC
826
Peapack-Gladstone Financial Corp
New Jersey
$588K -$41.5K -304 -7%
QI
827
Qtron Investments
Massachusetts
$587K -$339K -2,484 -37%
LS
828
Livforsakringsbolaget Skandia
Sweden
$586K – – –
SS
829
Sunbelt Securities
Texas
$584K -$16.9K -123 -3%
TA
830
TFG Advisers
Michigan
$584K -$546 -4 -0.1%
RCA
831
Roberts Capital Advisors
Colorado
$582K – – –
DMBA
832
Deseret Mutual Benefit Administrators
Utah
$581K -$96.5K -707 -14%
PJSIMP
833
P.J. Schmidt Investment Management (PJS)
Wisconsin
$579K – – –
FG
834
Fiduciary Group
Georgia
$578K – – –
SWM
835
Segment Wealth Management
Texas
$577K – – –
CPA
836
Court Place Advisors
Maryland
$576K – – –
MA
837
MJP Associates
Connecticut
$572K +$68.9K +505 +14%
LFA
838
Legacy Financial Advisors
Kentucky
$571K -$25.9K -190 -4%
RTC
839
Riverview Trust Company
Washington
$571K +$28.2K +207 +5%
SXL
840
Summit X LLC
Missouri
$568K -$103K -760 -15%
PHIC
841
Pine Haven Investment Counsel
Massachusetts
$568K +$136 +1 +0%
MWM
842
Mission Wealth Management
California
$567K +$409 +3 +0.1%
AFP
843
Ausdal Financial Partners
Iowa
$566K +$2.46K +18 +0.4%
HPC
844
HM Payson & Co
Maine
$559K – – –
PMG
845
ProVise Management Group
Florida
$554K – – –
BI
846
Berkeley Inc
Idaho
$554K +$819 +6 +0.1%
OQS
847
Occudo Quantitative Strategies
Florida
$553K +$553K +4,053 New
KFS
848
Kelly Financial Services
Massachusetts
$551K – – –
SC
849
SouthState Corp
Florida
$549K -$46.6K -341 -8%
ZF
850
Zhang Financial
Michigan
$548K +$274K +2,007 +100%
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