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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 %
KFS
851
Kelly Financial Services
Massachusetts
$508K -$6.8K -59 -1%
TPWA
852
TRUE Private Wealth Advisors
Oregon
$504K +$46.2K +401 +10%
TTWM
853
TCV Trust & Wealth Management
Virginia
$500K +$29.8K +258 +6%
HI
854
Horizon Investments
North Carolina
$500K +$7.1K +62 +1%
KIA
855
KLR Investment Advisors
Rhode Island
$497K -$48.1K -420 -9%
ETC
856
Exchange Traded Concepts
Oklahoma
$497K -$53.3K -462 -10%
TAM
857
Tocqueville Asset Management
New York
$496K -$35.3K -306 -7%
KFA
858
Krane Funds Advisors
New York
$492K -$24.2K -210 -5%
AIA
859
Alera Investment Advisors
Illinois
$492K +$126K +1,091 +34%
IBOK
860
Independence Bank of Kentucky
Kentucky
$491K -$5.19K -45 -1%
KCM
861
Kanawha Capital Management
Virginia
$490K – – –
FMWA
862
Forvis Mazars Wealth Advisors
Missouri
$488K +$18K +156 +4%
CPA
863
Court Place Advisors
Maryland
$488K -$2.31K -20 -0.5%
PIM
864
Penobscot Investment Management
Massachusetts
$486K +$98K +850 +25%
MA
865
Montag & Associates
Georgia
$484K – – –
ECM
866
Evergreen Capital Management
Washington
$484K +$3.46K +30 +0.7%
CG
867
Clifford Group
Massachusetts
$483K -$61K -529 -11%
RZH
868
Relyea Zuckerberg Hanson
Connecticut
$481K +$1.5K +13 +0.3%
PFS
869
Physicians Financial Services
North Carolina
$479K – – –
CIAS
870
Capital Investment Advisory Services
North Carolina
$479K -$25.7K -223 -5%
WC
871
Woodstock Corp
Massachusetts
$478K – – –
MPI
872
Mairs & Power Inc
Minnesota
$477K -$77.3K -670 -14%
SC
873
SouthState Corp
Florida
$476K – – –
BHBT
874
Burke & Herbert Bank & Trust
Virginia
$475K -$27.8K -241 -6%
TA
875
TFG Advisers
Michigan
$474K +$3.35K +29 +0.7%
33 34
35
36 37