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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
876
Fiduciary Group
Georgia
$662K -$5.68K -40 -0.8%
SS
877
Sunbelt Securities
Texas
$662K -$27.1K -191 -4%
IPAM
878
ICICI Prudential Asset Management
India
$657K -$1.42K -10 -0.2%
EI
879
Ellevest Inc
New York
$655K +$65.5K +461 +11%
LC
880
Lindbrook Capital
California
$652K -$5.11K -36 -0.8%
NCFG
881
New Century Financial Group
New Jersey
$652K -$124K -872 -16%
LFA
882
Legacy Financial Advisors
Kentucky
$651K -$38.9K -274 -6%
RFN
883
RDA Financial Network
Iowa
$651K +$12.5K +88 +2%
CG
884
Clifford Group
Massachusetts
$650K +$5.54K +39 +0.8%
PTC
885
Private Trust Company
Ohio
$650K -$17.9K -126 -3%
WAM
886
Werlinich Asset Management
Connecticut
$647K
MHIC
887
Marble Harbor Investment Counsel
Massachusetts
$645K -$3.55K -25 -0.5%
TCOTS
888
Trust Company of the South
North Carolina
$645K
WTC
889
WhitTier Trust Company
Nevada
$643K +$24.6K +173 +4%
SIA
890
Schechter Investment Advisors
Michigan
$641K -$17.8K -125 -3%
VFIC
891
Valley Forge Investment Consultants
Pennsylvania
$639K
TWP
892
Tyche Wealth Partners
Texas
$637K +$180K +1,264 +39%
SPC
893
Spirepoint Private Client
Florida
$635K -$8.52K -60 -1%
IAN
894
Integrated Advisors Network
Texas
$632K -$91.5K -644 -12%
SWM
895
Segment Wealth Management
Texas
$631K
AC
896
Aristides Capital
Kentucky
$628K +$68.2K +480 +12%
HWMG
897
Hurlow Wealth Management Group
Indiana
$625K +$142 +1 +0%
ST
898
Spinnaker Trust
Maine
$625K
TNBTD
899
Trustmark National Bank Trust Department
Mississippi
$624K -$39.8K -280 -6%
GL
900
Graypoint LLC
New York
$621K +$14.2K +100 +2%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.