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Paychex
PAYX

Overview Fund Activity

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$476M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$80.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$69.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$68.2M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$55.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$505M
2
BlackRock
BlackRock
New York
-$436M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$121M
4
APG Asset Management
APG Asset Management
Netherlands
-$77.9M
5
BG
Bahl & Gaynor
Ohio
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
1001
Mather Group
Illinois
$326K +$11.4K +102 +4%
WAM
1002
Wakefield Asset Management
Colorado
$326K -$447 -4 -0.1%
CPC
1003
Consolidated Planning Corp
Georgia
$325K +$325K +2,907 New
WB
1004
West Bancorporation
Iowa
$324K – – –
TW
1005
TrinityPoint Wealth
Connecticut
$323K +$323K +2,884 New
First Manhattan
1006
First Manhattan
New York
$322K -$10.7K -96 -3%
RMDI
1007
R.M. Davis Inc
Maine
$320K – – –
PFA
1008
Pure Financial Advisors
California
$320K +$1.01K +9 +0.3%
KA
1009
Kintegral Advisory
New York
$318K – – –
GWM
1010
Geneos Wealth Management
Colorado
$318K +$7.38K +66 +2%
VSQM
1011
V-Square Quantitative Management
Illinois
$317K +$317K +2,838 New
WP
1012
WealthSource Partners
California
$316K -$193K -1,723 -38%
MPIA
1013
Mountain Pacific Investment Advisers
Idaho
$316K – – –
WB
1014
WesBanco Bank
West Virginia
$316K – – –
SWM
1015
Spire Wealth Management
Virginia
$315K -$48.9K -437 -13%
PAMG
1016
Patton Albertson Miller Group
Tennessee
$314K -$164K -1,469 -34%
CT
1017
Colonial Trust
South Carolina
$313K +$50.9K +455 +19%
SGI
1018
Summit Global Investments
Utah
$312K +$312K +2,790 New
EWA
1019
EverSource Wealth Advisors
Alabama
$308K +$45.1K +403 +17%
CWM
1020
Cornerstone Wealth Management
Missouri
$307K -$11.1K -99 -3%
SAM
1021
Strategy Asset Managers
California
$307K +$24.9K +223 +9%
DBRC
1022
D.B. Root & Company
Pennsylvania
$305K +$305K +2,730 New
CP
1023
CenterBook Partners
Connecticut
$305K -$184K -1,641 -38%
NQWM
1024
Northwest Quadrant Wealth Management
Oregon
$304K +$2.01K +18 +0.7%
MJP
1025
Michael J. Puzo
$304K -$37.5K -335 -11%
39 40
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