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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 %
AF
851
Arrow Financial
New York
$580K -$508K -4,138 -47%
SPC
852
Spirepoint Private Client
Florida
$579K +$579K +4,713 New
MHIC
853
Marble Harbor Investment Counsel
Massachusetts
$579K – – –
PCP
854
Proficio Capital Partners
Massachusetts
$575K +$7.37K +60 +1%
CG
855
Clifford Group
Massachusetts
$571K +$54.9K +447 +11%
BJL
856
Brighton Jones LLC
Washington
$571K +$491 +4 +0.1%
RCM
857
Raleigh Capital Management
North Carolina
$568K -$68K -554 -11%
TCOTS
858
Trust Company of the South
North Carolina
$565K -$173K -1,411 -23%
KCM
859
KRS Capital Management
Michigan
$564K -$120K -978 -18%
WAM
860
Werlinich Asset Management
Connecticut
$562K +$9.12K +75 +2%
VFIC
861
Valley Forge Investment Consultants
Pennsylvania
$560K – – –
PTC
862
Private Trust Company
Ohio
$553K +$9.58K +78 +2%
SWM
863
Segment Wealth Management
Texas
$552K -$28.2K -230 -5%
MSCM
864
McElhenny Sheffield Capital Management
Texas
$551K -$10.7K -87 -2%
ST
865
Spinnaker Trust
Maine
$549K +$2.09K +17 +0.4%
CWM
866
Congress Wealth Management
Massachusetts
$549K +$26.8K +218 +5%
CG
867
Caprock Group
Idaho
$547K -$27.1K -221 -5%
MA
868
Montag & Associates
Georgia
$546K -$12.3K -100 -2%
RMCM
869
Reynders McVeigh Capital Management
Massachusetts
$546K -$61.3K -499 -10%
TWP
870
Tyche Wealth Partners
Texas
$544K -$325K -2,646 -37%
PB
871
Pinnacle Bancorp
Nebraska
$543K – – –
Bank Julius Baer & Co
872
Bank Julius Baer & Co
Switzerland
$541K -$123K -1,000 -18%
SF
873
Summit Financial
New Jersey
$540K +$17.6K +143 +3%
PWM
874
Palumbo Wealth Management
New York
$539K -$11.7K -95 -2%
SWP
875
Summit Wealth Partners
Florida
$539K – – –
33 34
35
36 37