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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 %
LFAS
901
Level Four Advisory Services
Texas
$441K -$1.27K -11 -0.3%
MAM
902
MWA Asset Management
Massachusetts
$441K +$441K +3,822 New
RTC
903
Riverview Trust Company
Washington
$439K – – –
SAG
904
SageView Advisory Group
California
$436K +$6.23K +54 +1%
AT
905
Arden Trust
Delaware
$435K +$217K +1,884 +100%
WBG
906
Wharton Business Group
Pennsylvania
$435K – – –
AR
907
Apeiron RIA
Texas
$428K +$34.4K +298 +9%
EAM
908
Empirical Asset Management
Massachusetts
$427K -$109K -944 -20%
CCM
909
Carderock Capital Management
Maryland
$427K – – –
PWA
910
Phoenix Wealth Advisors
North Carolina
$427K +$9.57K +83 +2%
RWA
911
Ropes Wealth Advisors
Massachusetts
$426K – – –
QCG
912
Quadrant Capital Group
Ohio
$424K +$112K +970 +36%
WI
913
Wintrust Investments
Illinois
$424K +$2.54K +22 +0.6%
BP
914
BBR Partners
New York
$422K +$422K +3,657 New
NHT
915
New Hampshire Trust
New Hampshire
$419K – – –
GP
916
Girard Partners
Pennsylvania
$418K -$17.3K -150 -4%
MWM
917
Mission Wealth Management
California
$418K -$38.9K -337 -9%
SP
918
Symmetry Partners
Connecticut
$417K – – –
FM
919
Foster & Motley
Ohio
$416K -$5.07K -44 -1%
RB
920
Renasant Bank
Mississippi
$416K +$115K +999 +38%
GLA
921
Good Life Advisors
Pennsylvania
$415K +$20.9K +181 +5%
BAM
922
Belpointe Asset Management
Nevada
$414K -$7.04K -61 -2%
NWM
923
Northcape Wealth Management
New York
$413K -$91.7K -795 -18%
GL
924
Graypoint LLC
New York
$412K +$31.5K +273 +8%
TW
925
TrinityPoint Wealth
Connecticut
$411K +$78.4K +680 +24%
35 36
37
38 39