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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 %
GWM
851
GSB Wealth Management
Connecticut
$705K -$5.89K -42 -0.8%
DFCM
852
Dark Forest Capital Management
Puerto Rico
$701K +$127K +908 +22%
PWM
853
Perigon Wealth Management
California
$699K +$143K +975 +26%
RFG
854
Range Financial Group
Oregon
$695K +$482K +3,434 +225%
NAM
855
NTV Asset Management
West Virginia
$688K -$5.61K -40 -0.8%
RA
856
Rise Advisors
New York
$687K -$58K -414 -8%
BC
857
Burney Company
Virginia
$687K – – –
BI
858
Bradyco Inc
Massachusetts
$681K +$681K +4,860 New
TWC
859
TD Waterhouse Canada
Ontario, Canada
$681K +$51.6K +368 +8%
CIA
860
Compass Ion Advisors
Pennsylvania
$680K -$40.4K -288 -6%
KCM
861
Kathmere Capital Management
Pennsylvania
$679K +$88.5K +631 +15%
TW
862
TrinityPoint Wealth
Connecticut
$678K +$41.1K +293 +6%
WCM Investment Management
863
WCM Investment Management
California
$677K +$345K +2,462 +104%
WA1
864
Wimmer Associates 1
California
$675K – – –
ALA
865
Atlas Legacy Advisors
California
$671K +$671K +4,785 New
AUB
866
Atlantic Union Bankshares
Virginia
$669K -$5.05K -36 -0.7%
JWCA
867
J.W. Cole Advisors
Florida
$666K +$2.8K +20 +0.4%
MSA
868
MUFG Securities Americas
New York
$663K +$663K +4,729 New
FG
869
Fiduciary Group
Georgia
$662K -$5.61K -40 -0.8%
SS
870
Sunbelt Securities
Texas
$662K -$26.7K -191 -4%
IPAM
871
ICICI Prudential Asset Management
India
$657K -$1.4K -10 -0.2%
EI
872
Ellevest Inc
New York
$655K +$64.6K +461 +11%
LC
873
Lindbrook Capital
California
$652K -$5.05K -36 -0.8%
NCFG
874
New Century Financial Group
New Jersey
$652K -$122K -872 -16%
LFA
875
Legacy Financial Advisors
Kentucky
$651K -$38.4K -274 -6%
33 34
35
36 37