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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 %
FNC
876
First National Corp
Massachusetts
$532K – – –
HTIM
877
Harbour Trust & Investment Management
Indiana
$531K -$30.1K -245 -5%
TAM
878
Tocqueville Asset Management
New York
$529K – – –
HTC
879
Haverford Trust Company
Pennsylvania
$528K -$16K -130 -3%
IAS
880
Insigneo Advisory Services
Florida
$528K -$24.8K -202 -4%
FFP
881
FourThought Financial Partners
Florida
$525K +$240K +1,954 +84%
IBOK
882
Independence Bank of Kentucky
Kentucky
$525K -$41K -334 -7%
TTWM
883
TCV Trust & Wealth Management
Virginia
$524K -$8.23K -67 -2%
WTB
884
Washington Trust Bank
Washington
$521K +$98.6K +803 +23%
KCM
885
Kanawha Capital Management
Virginia
$520K – – –
JIC
886
Johnson Investment Counsel
Ohio
$518K +$74.8K +609 +17%
PIM
887
Penobscot Investment Management
Massachusetts
$517K – – –
CPA
888
Court Place Advisors
Maryland
$517K – – –
RZH
889
Relyea Zuckerberg Hanson
Connecticut
$516K +$2.82K +23 +0.5%
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$516K -$3.68K -30 -0.7%
JCFM
891
JBR Co Financial Management
Oklahoma
$516K -$27.6K -225 -5%
AT
892
Arden Trust
Delaware
$513K +$5.77K +47 +1%
HPC
893
HM Payson & Co
Maine
$512K +$15.6K +127 +3%
PP
894
Patten & Patten
Tennessee
$512K +$40K +326 +8%
PFS
895
Physicians Financial Services
North Carolina
$510K -$18.4K -150 -3%
GIP
896
Greatmark Investment Partners
Georgia
$509K +$26.4K +215 +5%
WPA
897
West Paces Advisors
Georgia
$508K -$11.9K -97 -2%
SC
898
SouthState Corp
Florida
$507K – – –
MMM
899
Mendel Money Management
Illinois
$506K +$15.6K +127 +3%
SCM
900
Stevens Capital Management
Pennsylvania
$506K +$197K +1,602 +64%
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