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Paychex
PAYX

Overview Fund Activity

1,219 hedge funds and large institutions have $24.6B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 458 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,219
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
21.47%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
449
Reduced
458
Closed
79
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$380M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$202M
3
Parnassus Investments
Parnassus Investments
California
+$74.2M
4
Morgan Stanley
Morgan Stanley
New York
+$38.9M
5
Lazard Asset Management
Lazard Asset Management
New York
+$38M

Top Sellers

1
BlackRock
BlackRock
New York
-$209M
2
Capital International Investors
Capital International Investors
California
-$178M
3
Capital World Investors
Capital World Investors
California
-$78.1M
4
Charles Schwab
Charles Schwab
California
-$78.1M
5
Wells Fargo
Wells Fargo
California
-$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NME
951
Notis-McConarty Edward
$260K – – –
LIM
952
Loudon Investment Management
New Hampshire
$260K – – –
BIM
953
Bridgecreek Investment Management
Oklahoma
$257K – – –
BPA
954
Beacon Pointe Advisors
California
$256K +$256K +2,615 New
DT
955
Diversified Trust
Tennessee
$254K -$109K -1,116 -30%
IIA
956
ICW Investment Advisors
Arizona
$254K +$12.1K +123 +5%
KIA
957
KCM Investment Advisors
California
$252K – – –
TAM
958
Trust Asset Management
Texas
$252K +$252K +2,567 New
CPA
959
Clear Perspective Advisors
Illinois
$252K +$252K +2,573 New
GWM
960
Gray Wealth Management
Maine
$251K +$196 +2 +0.1%
WR
961
WD Rutherford
Oregon
$250K – – –
BAS
962
Brown Advisory Securities
Maryland
$249K – – –
LA
963
Latitude Advisors
Florida
$249K +$249K +2,539 New
IFG
964
Investors Financial Group
Minnesota
$248K -$21.1K -215 -8%
NFG
965
Next Financial Group
Texas
$245K -$9.6K -98 -4%
DA
966
Detalus Advisors
Missouri
$244K -$12.3K -126 -5%
AWM
967
Aberdeen Wealth Management
Illinois
$244K +$196 +2 +0.1%
CBN
968
Cadence Bank NA
Texas
$243K – – –
FIM
969
Fruth Investment Management
Texas
$242K – – –
SIC
970
Schwartz Investment Counsel
Michigan
$241K – – –
SAM
971
Silvercrest Asset Management
New York
$240K – – –
FLI
972
Family Legacy Inc
South Carolina
$240K – – –
VRM
973
Vectors Research Management
New York
$239K -$9.41K -96 -4%
HC
974
HNP Capital
New York
$239K -$9.41K -96 -4%
JWCA
975
J.W. Cole Advisors
Florida
$239K +$5.19K +53 +2%
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