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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 %
SOAMC
926
Spirit of America Management Corp
New York
$473K – – –
SA
927
SpiderRock Advisors
Delaware
$473K +$473K +3,921 New
BIM
928
Baldwin Investment Management
Pennsylvania
$472K -$105K -855 -18%
WA
929
Wambolt & Associates
Colorado
$472K -$253K -2,078 -35%
IFS
930
Ifrah Financial Services
Arkansas
$471K -$4.18K -34 -0.9%
TNAM
931
Terra Nova Asset Management
New York
$471K -$58.1K -473 -11%
RBFC
932
Roman Butler Fullerton & Co
Missouri
$470K +$606 +5 +0.1%
PCA
933
Pallas Capital Advisors
Massachusetts
$469K +$64.8K +528 +16%
FPAS
934
Focus Partners Advisor Solutions
Missouri
$468K +$468K +3,814 New
AR
935
Apeiron RIA
Texas
$466K +$12.2K +99 +3%
BEI
936
Benjamin Edwards Inc
Missouri
$463K -$200K -1,628 -30%
WBG
937
Wharton Business Group
Pennsylvania
$463K – – –
BWP
938
Barlow Wealth Partners
Kentucky
$462K – – –
S
939
Sunpointe
Missouri
$461K +$2.95K +24 +0.6%
ABC
940
Associated Banc-Corp
Wisconsin
$460K +$26K +212 +6%
PHIC
941
Pine Haven Investment Counsel
Massachusetts
$460K -$9.21K -75 -2%
GL
942
Graypoint LLC
New York
$458K +$33.9K +276 +8%
LFAS
943
Level Four Advisory Services
Texas
$457K – – –
PWA
944
Phoenix Wealth Advisors
North Carolina
$457K +$246 +2 +0.1%
Empower Advisory Group
945
Empower Advisory Group
Colorado
$456K +$246K +2,007 +118%
BW
946
Bison Wealth
Georgia
$455K +$368 +3 +0.1%
RB
947
Renasant Bank
Mississippi
$447K -$614 -5 -0.1%
FA
948
Faithward Advisors
Pennsylvania
$444K +$444K +3,619 New
Connor, Clark & Lunn Investment Management (CC&L)
949
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$443K +$443K +3,608 New
PWM
950
Perigon Wealth Management
California
$443K +$44.8K +365 +11%
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