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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 %
BHBT
901
Burke & Herbert Bank & Trust
Virginia
$506K – – –
TA
902
TFG Advisers
Michigan
$503K -$4.3K -35 -0.8%
AAM
903
Aureus Asset Management
Massachusetts
$503K -$56.2K -458 -10%
EI
904
Ellevest Inc
New York
$503K +$281K +2,286 +127%
AIA
905
Alera Investment Advisors
Illinois
$501K -$6.02K -49 -1%
WC
906
Woodstock Corp
Massachusetts
$499K -$5.4K -44 -1%
ETC
907
Exchange Traded Concepts
Oklahoma
$499K -$93.5K -761 -16%
ACM
908
Alethea Capital Management
Washington
$498K +$498K +4,057 New
CIAS
909
Capital Investment Advisory Services
North Carolina
$498K +$614 +5 +0.1%
TC
910
TownSquare Capital
Utah
$498K +$128K +1,042 +35%
BMO
911
Beck Mack & Oliver
New York
$491K – – –
AC
912
Aristides Capital
Kentucky
$491K – – –
NB
913
NBT Bank
New York
$491K +$13.4K +109 +3%
SPIS
914
Steward Partners Investment Solutions
Oregon
$491K +$491K +3,997 New
AFP
915
Ausdal Financial Partners
Iowa
$489K +$7.49K +61 +2%
PGWM
916
Pitti Group Wealth Management
New York
$489K +$745 +6 +0.2%
GCM
917
Gallacher Capital Management
Colorado
$488K -$266K -2,167 -35%
RVPG
918
Relative Value Partners Group
$488K -$60.7K -499 -11%
VIM
919
Vinva Investment Management
Australia
$487K -$715K -5,824 -59%
JWM
920
Jeppson Wealth Management
California
$484K -$982 -8 -0.2%
KFA
921
Krane Funds Advisors
New York
$478K +$609 +5 +0.1%
MAM
922
MWA Asset Management
Massachusetts
$478K -$7.98K -65 -2%
CYG
923
Clean Yield Group
Vermont
$477K – – –
Fisher Asset Management
924
Fisher Asset Management
Washington
$476K +$104K +846 +28%
GM
925
GeoWealth Management
Illinois
$474K +$7.25K +59 +2%
35 36
37
38 39