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Paychex
PAYX

Overview Fund Activity

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$476M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$80.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$69.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$68.2M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$55.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$505M
2
BlackRock
BlackRock
New York
-$436M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$121M
4
APG Asset Management
APG Asset Management
Netherlands
-$77.9M
5
BG
Bahl & Gaynor
Ohio
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
876
Jeppson Wealth Management
California
$457K -$16.2K -145 -3%
TTWM
877
TCV Trust & Wealth Management
Virginia
$456K -$168K -1,500 -27%
FMWA
878
Forvis Mazars Wealth Advisors
Missouri
$456K -$112 -1 -0%
TA
879
TFG Advisers
Michigan
$456K +$1.57K +14 +0.3%
IFS
880
Ifrah Financial Services
Arkansas
$454K -$5.48K -49 -1%
PHIC
881
Pine Haven Investment Counsel
Massachusetts
$453K – – –
PWM
882
Palumbo Wealth Management
New York
$450K -$599K -5,353 -57%
PGWM
883
Pitti Group Wealth Management
New York
$449K +$783 +7 +0.2%
SC
884
SRB Corp
Massachusetts
$448K +$85.6K +765 +24%
RVPG
885
Relative Value Partners Group
$447K -$185K -1,653 -29%
BMO
886
Beck Mack & Oliver
New York
$447K – – –
AC
887
Aristides Capital
Kentucky
$447K – – –
QCM
888
Qsemble Capital Management
New York
$447K +$447K +4,000 New
PP
889
Paloma Partners
Connecticut
$445K +$24.9K +223 +6%
TPWA
890
TRUE Private Wealth Advisors
Oregon
$444K +$42.6K +381 +11%
MWM
891
Mission Wealth Management
California
$443K +$4.14K +37 +0.9%
BIM
892
Bridges Investment Management
Nebraska
$437K – – –
PJSIMP
893
P.J. Schmidt Investment Management (PJS)
Wisconsin
$436K -$116K -930 -21%
CYG
894
Clean Yield Group
Vermont
$434K – – –
CI
895
Cigna Investments
Connecticut
$433K – – –
MWM
896
Meridian Wealth Management
Kentucky
$433K -$15.6K -139 -3%
FFA
897
First Foundation Advisors
California
$432K +$141K +1,261 +48%
ST
898
Spinnaker Trust
Maine
$431K – – –
SOAMC
899
Spirit of America Management Corp
New York
$431K – – –
BI
900
Berkeley Inc
Idaho
$430K +$783 +7 +0.2%
34 35
36
37 38