PAYX icon

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 %
RBFC
876
Roman Butler Fullerton & Co
Missouri
$472K +$10.7K +91 +2%
GSEP
877
Golden State Equity Partners
California
$466K +$89.4K +775 +24%
HPC
878
HM Payson & Co
Maine
$466K +$35.4K +307 +8%
IFS
879
Ifrah Financial Services
Arkansas
$464K -$3.46K -30 -0.7%
PGWM
880
Pitti Group Wealth Management
New York
$464K +$807 +7 +0.2%
PWM
881
Palumbo Wealth Management
New York
$462K -$1.38K -12 -0.3%
SC
882
SRB Corp
Massachusetts
$462K – – –
BMO
883
Beck Mack & Oliver
New York
$461K – – –
AC
884
Aristides Capital
Kentucky
$461K – – –
HFM
885
Harvest Fund Management
China
$461K +$123K +1,067 +36%
CYG
886
Clean Yield Group
Vermont
$461K – – –
MFG
887
Merit Financial Group
Georgia
$460K +$104K +902 +29%
JWM
888
Jeppson Wealth Management
California
$459K -$12.7K -110 -3%
STC
889
Sarah T. Connolly
$453K -$133K -1,156 -23%
EFM
890
E Fund Management
China
$450K +$68.7K +596 +18%
CGL
891
Clarius Group LLC
Washington
$449K -$82K -711 -15%
APP
892
Avantax Planning Partners
Iowa
$448K +$49.6K +430 +12%
BIM
893
Bridges Investment Management
Nebraska
$448K -$2.88K -25 -0.6%
VWA
894
V Wealth Advisors
Kansas
$447K -$549K -4,763 -55%
I
895
InceptionR
California
$446K -$58.9K -511 -12%
FRM
896
Fox Run Management
Connecticut
$445K +$151K +1,305 +51%
BI
897
Berkeley Inc
Idaho
$444K +$807 +7 +0.2%
SOAMC
898
Spirit of America Management Corp
New York
$444K – – –
SWM
899
Segment Wealth Management
Texas
$444K – – –
PHIC
900
Pine Haven Investment Counsel
Massachusetts
$443K -$23.1K -200 -5%
34 35
36
37 38