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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 %
EAM
926
EdenTree Asset Management
United Kingdom
$561K -$112K -800 -17%
BMO
927
Beck Mack & Oliver
New York
$561K – – –
ClearBridge Investments
928
ClearBridge Investments
New York
$561K – – –
S
929
Sunpointe
Missouri
$560K -$2.52K -18 -0.4%
WTB
930
Washington Trust Bank
Washington
$552K -$25.8K -184 -4%
NG
931
Novem Group
New York
$551K +$551K +3,930 New
VFA
932
Valeo Financial Advisors
Indiana
$551K +$44.9K +320 +9%
SAM
933
Secure Asset Management
Michigan
$550K +$97.7K +697 +22%
FCM
934
Fourpath Capital Management
Oklahoma
$549K -$9.4K -67 -2%
RL
935
Retireful LLC
Michigan
$546K +$546K +3,891 New
SRIM
936
Saratoga Research & Investment Management
California
$544K -$116K -830 -18%
JWM
937
Jeppson Wealth Management
California
$543K -$3.51K -25 -0.6%
CT
938
Colonial Trust
South Carolina
$542K -$6.03K -43 -1%
FHA
939
Flagship Harbor Advisors
Massachusetts
$541K +$45.7K +326 +9%
FA
940
Faithward Advisors
Pennsylvania
$540K +$20.8K +148 +4%
SOAMC
941
Spirit of America Management Corp
New York
$540K – – –
N
942
Natixis
France
$538K +$538K +3,837 New
CIC
943
Chase Investment Counsel
Virginia
$538K -$2.1K -15 -0.4%
AFG
944
Atomi Financial Group
New York
$537K +$309K +2,205 +136%
TAM
945
Tocqueville Asset Management
New York
$537K – – –
FMP
946
Financial Management Professionals
Texas
$535K +$184K +1,312 +52%
TCBWMS
947
Texas Capital Bank Wealth Management Services
Texas
$532K +$701 +5 +0.1%
TTWM
948
TCV Trust & Wealth Management
Virginia
$528K -$70.1K -500 -12%
LBC
949
Leigh Baldwin & Co
New York
$524K +$524K +3,739 New
BFG
950
Bouchey Financial Group
New York
$524K +$37K +264 +8%
36 37
38
39 40