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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 %
GP
951
Girard Partners
Pennsylvania
$442K -$3.07K -25 -0.7%
WC
952
Wynn Capital
Georgia
$442K -$614 -5 -0.1%
IPAM
953
ICICI Prudential Asset Management
India
$442K +$11.1K +90 +3%
FHA
954
Flagship Harbor Advisors
Massachusetts
$439K +$20.4K +166 +5%
VFA
955
Valeo Financial Advisors
Indiana
$439K +$32.6K +266 +8%
MWM
956
Mission Wealth Management
California
$438K -$14.7K -120 -3%
PMG
957
ProVise Management Group
Florida
$438K – – –
BIM
958
Bridges Investment Management
Nebraska
$437K -$36.8K -300 -8%
ESB
959
Essex Savings Bank
Connecticut
$437K – – –
SPA
960
Sherbrooke Park Advisers
New York
$436K -$376K -3,059 -46%
BFG
961
Bouchey Financial Group
New York
$432K +$123 +1 +0%
RCM
962
RMR Capital Management
California
$431K – – –
NL
963
NWAM LLC
Washington
$430K +$15.6K +128 +4%
EFM
964
E Fund Management
China
$429K -$6.51K -53 -1%
KWA
965
Kingswood Wealth Advisors
California
$429K +$101K +822 +31%
IFU
966
iSAM Funds (UK)
United Kingdom
$427K +$427K +3,478 New
NP
967
NorthRock Partners
Minnesota
$426K +$1.47K +12 +0.3%
PAS
968
Professional Advisory Services
Florida
$423K +$5.04K +41 +1%
CI
969
Cigna Investments
Connecticut
$421K – – –
RPC
970
Rossmore Private Capital
Connecticut
$421K – – –
ORG
971
Optimist Retirement Group
Washington
$419K – – –
RTC
972
Riverview Trust Company
Washington
$419K – – –
CT
973
Colonial Trust
South Carolina
$418K -$123 -1 -0%
APP
974
Avantax Planning Partners
Iowa
$410K -$24.8K -202 -6%
NHT
975
New Hampshire Trust
New Hampshire
$407K -$31.4K -256 -7%
37 38
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