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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 %
SWM
901
Segment Wealth Management
Texas
$430K -$15.1K -135 -3%
LFAS
902
Level Four Advisory Services
Texas
$429K +$1.68K +15 +0.4%
RTC
903
Riverview Trust Company
Washington
$426K +$1.9K +17 +0.4%
GP
904
Girard Partners
Pennsylvania
$422K -$21.1K -189 -5%
WBG
905
Wharton Business Group
Pennsylvania
$422K – – –
HPC
906
HM Payson & Co
Maine
$418K – – –
SAG
907
SageView Advisory Group
California
$417K +$5.15K +46 +1%
CCM
908
Carderock Capital Management
Maryland
$414K -$11.2K -100 -3%
BJL
909
Brighton Jones LLC
Washington
$414K +$121K +1,083 +41%
RWA
910
Ropes Wealth Advisors
Massachusetts
$413K – – –
PCM
911
Penserra Capital Management
California
$410K +$222K +1,998 +119%
FM
912
Foster & Motley
Ohio
$409K -$21.3K -190 -5%
WI
913
Wintrust Investments
Illinois
$409K +$2.8K +25 +0.7%
BAM
914
Belpointe Asset Management
Nevada
$408K -$100K -895 -20%
NHT
915
New Hampshire Trust
New Hampshire
$406K -$10.1K -90 -2%
MCWS
916
McKinley Carter Wealth Services
West Virginia
$405K – – –
PWA
917
Phoenix Wealth Advisors
North Carolina
$405K -$12.1K -108 -3%
SP
918
Symmetry Partners
Connecticut
$404K – – –
PMG
919
ProVise Management Group
Florida
$399K – – –
PCH
920
PGIM Custom Harvest
New Jersey
$396K +$447 +4 +0.1%
ABC
921
Associated Banc-Corp
Wisconsin
$396K – – –
BAM
922
Berkshire Asset Management
Pennsylvania
$394K -$14.1K -126 -3%
IIA
923
ICW Investment Advisors
Arizona
$392K +$44.1K +394 +13%
AC
924
AXQ Capital
New Jersey
$392K -$1.33M -11,880 -77%
DWM
925
Darwin Wealth Management
Florida
$389K +$113K +956 +41%
35 36
37
38 39