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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 %
RFN
876
RDA Financial Network
Iowa
$651K +$12.3K +88 +2%
CG
877
Clifford Group
Massachusetts
$650K +$5.47K +39 +0.8%
PTC
878
Private Trust Company
Ohio
$650K -$17.7K -126 -3%
WAM
879
Werlinich Asset Management
Connecticut
$647K – – –
MHIC
880
Marble Harbor Investment Counsel
Massachusetts
$645K -$3.51K -25 -0.5%
TCOTS
881
Trust Company of the South
North Carolina
$645K – – –
WTC
882
WhitTier Trust Company
Nevada
$643K +$24.3K +173 +4%
SIA
883
Schechter Investment Advisors
Michigan
$641K -$17.5K -125 -3%
VFIC
884
Valley Forge Investment Consultants
Pennsylvania
$639K – – –
TWP
885
Tyche Wealth Partners
Texas
$637K +$177K +1,264 +39%
SPC
886
Spirepoint Private Client
Florida
$635K -$8.41K -60 -1%
IAN
887
Integrated Advisors Network
Texas
$632K -$90.3K -644 -12%
SWM
888
Segment Wealth Management
Texas
$631K – – –
AC
889
Aristides Capital
Kentucky
$628K +$67.3K +480 +12%
HWMG
890
Hurlow Wealth Management Group
Indiana
$625K +$140 +1 +0%
ST
891
Spinnaker Trust
Maine
$625K – – –
TNBTD
892
Trustmark National Bank Trust Department
Mississippi
$624K -$39.3K -280 -6%
GL
893
Graypoint LLC
New York
$621K +$14K +100 +2%
FPB
894
First PREMIER Bank
South Dakota
$620K -$44K -314 -7%
JIC
895
Johnson Investment Counsel
Ohio
$620K +$32.5K +232 +6%
PB
896
Pinnacle Bancorp
Nebraska
$615K -$5.61K -40 -0.9%
MA
897
Montag & Associates
Georgia
$613K – – –
NA
898
Nottingham Advisors
New York
$612K -$49.8K -355 -8%
AA
899
Armis Advisers
Georgia
$610K +$610K +4,348 New
FPAS
900
Focus Partners Advisor Solutions
Missouri
$603K -$153K -1,088 -20%
34 35
36
37 38