PAYX icon

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 %
HWMG
826
Hurlow Wealth Management Group
Indiana
$635K – – –
LFA
827
Legacy Financial Advisors
Kentucky
$634K +$12K +98 +2%
TFF
828
The Family Firm
Maryland
$629K +$860 +7 +0.1%
TWC
829
TD Waterhouse Canada
Ontario, Canada
$627K -$77K -604 -11%
KIA
830
KLR Investment Advisors
Rhode Island
$619K +$27.5K +227 +5%
RA
831
Rise Advisors
New York
$617K +$47.2K +384 +8%
QI
832
Qtron Investments
Massachusetts
$616K – – –
JWCA
833
J.W. Cole Advisors
Florida
$616K +$24.4K +199 +4%
CP
834
Cumberland Partners
Ontario, Canada
$614K +$614K +5,000 New
FPB
835
First PREMIER Bank
South Dakota
$613K +$3.56K +29 +0.6%
HAG
836
HighPoint Advisor Group
Illinois
$610K -$62.9K -504 -9%
NAM
837
NTV Asset Management
West Virginia
$608K – – –
NA
838
Nottingham Advisors
New York
$607K +$491 +4 +0.1%
SIA
839
Schechter Investment Advisors
Michigan
$607K -$104K -850 -15%
SS
840
Sunbelt Securities
Texas
$604K +$24.1K +196 +4%
TNBTD
841
Trustmark National Bank Trust Department
Mississippi
$600K -$116K -945 -16%
OQS
842
Occudo Quantitative Strategies
Florida
$600K -$1.38M -11,272 -70%
KWM
843
Kolinsky Wealth Management
New Jersey
$599K +$12K +98 +2%
CIA
844
Compass Ion Advisors
Pennsylvania
$596K -$182K -1,484 -23%
WA1
845
Wimmer Associates 1
California
$591K – – –
EAM
846
EdenTree Asset Management
United Kingdom
$589K -$810K -6,600 -58%
FG
847
Fiduciary Group
Georgia
$588K -$4.54K -37 -0.8%
SRIM
848
Saratoga Research & Investment Management
California
$586K -$982 -8 -0.2%
TW
849
TrinityPoint Wealth
Connecticut
$584K +$70.1K +571 +14%
RIA
850
Realta Investment Advisors
Delaware
$581K -$42.2K -344 -7%
32 33
34
35 36