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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 %
DWM
901
Dogwood Wealth Management
Kansas
$603K +$48.2K +344 +9%
KCM
902
Kanawha Capital Management
Virginia
$603K +$2.52K +18 +0.4%
JE
903
JMAC Enterprises
Pennsylvania
$603K -$126K -900 -17%
AT
904
Arlington Trust
Alabama
$599K – – –
ONB
905
Old National Bancorp
Indiana
$595K -$49.8K -355 -8%
RMP
906
Richards, Merrill & Peterson
Washington
$592K +$592K +4,220 New
CPA
907
Court Place Advisors
Maryland
$588K -$1.96K -14 -0.3%
TA
908
TFG Advisers
Michigan
$583K +$25.4K +181 +5%
EB
909
Eastern Bank
Massachusetts
$580K +$51K +364 +10%
GM
910
GeoWealth Management
Illinois
$578K +$11.8K +84 +2%
RZH
911
Relyea Zuckerberg Hanson
Connecticut
$576K +$3.79K +27 +0.7%
KCM
912
KRS Capital Management
Michigan
$575K -$48.8K -348 -8%
PGWM
913
Pitti Group Wealth Management
New York
$570K +$19.5K +139 +4%
BIM
914
Bridges Investment Management
Nebraska
$570K – – –
PCP
915
Proficio Capital Partners
Massachusetts
$569K +$307K +2,191 +117%
CYG
916
Clean Yield Group
Vermont
$568K +$16.5K +118 +3%
ACM
917
Advisors Capital Management
New Jersey
$568K +$20.1K +143 +4%
PFS
918
Physicians Financial Services
North Carolina
$568K +$14K +100 +3%
BW
919
Bison Wealth
Georgia
$566K +$16.4K +117 +3%
JCFM
920
JBR Co Financial Management
Oklahoma
$564K -$24.5K -175 -4%
RBFC
921
Roman Butler Fullerton & Co
Missouri
$564K -$7.11K -48 -1%
MMM
922
Mendel Money Management
Illinois
$562K -$1.4K -10 -0.2%
WPA
923
West Paces Advisors
Georgia
$562K +$7.43K +53 +1%
MAM
924
MWA Asset Management
Massachusetts
$562K +$10.7K +76 +2%
MWM
925
Mission Wealth Management
California
$561K -$9.68K -69 -2%
35 36
37
38 39