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Paychex
PAYX

Overview Fund Activity

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$222M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$137M
3
Ameriprise
Ameriprise
Minnesota
+$131M
4
Goldman Sachs
Goldman Sachs
New York
+$110M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$107M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$213M
2
Capital World Investors
Capital World Investors
California
-$105M
3
Millennium Management
Millennium Management
New York
-$93M
4
Lazard Asset Management
Lazard Asset Management
New York
-$56.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
1001
Pinion Investment Advisors
Kansas
$347K +$115 +1 +0%
SFG
1002
SevenBridge Financial Group
Pennsylvania
$347K – – –
CAM
1003
Close Asset Management
United Kingdom
$346K – – –
NFC
1004
Northeast Financial Consultants
Connecticut
$346K – – –
SIC
1005
Sigma Investment Counselors
Michigan
$345K – – –
BBNB
1006
Baker Boyer National Bank
Washington
$345K +$345K +2,990 New
OCPWS
1007
One Charles Private Wealth Services
Massachusetts
$345K – – –
GA
1008
Geller Advisors
New York
$343K -$6.11K -53 -2%
BFO
1009
Biltmore Family Office
North Carolina
$341K – – –
MMHP
1010
Murphy Middleton Hinkle & Parker
Georgia
$340K – – –
JIC
1011
Johnson Investment Counsel
Ohio
$335K -$35.3K -306 -10%
PP
1012
Paloma Partners
Connecticut
$335K -$124K -1,074 -27%
WB
1013
West Bancorporation
Iowa
$334K +$807 +7 +0.2%
First Manhattan
1014
First Manhattan
New York
$332K -$115 -1 -0%
VFA
1015
Valeo Financial Advisors
Indiana
$330K -$16K -139 -5%
EWA
1016
EverSource Wealth Advisors
Alabama
$329K +$11.1K +96 +3%
AI
1017
Atom Investors
Texas
$328K +$328K +2,846 New
KA
1018
Kintegral Advisory
New York
$328K -$231 -2 -0.1%
NQWM
1019
Northwest Quadrant Wealth Management
Oregon
$327K +$13.8K +120 +4%
MPIA
1020
Mountain Pacific Investment Advisers
Idaho
$326K – – –
IAS
1021
Insigneo Advisory Services
Florida
$326K +$326K +2,825 New
CT
1022
Colonial Trust
South Carolina
$325K +$2.77K +24 +0.9%
RCM
1023
RB Capital Management
Nevada
$324K +$29.2K +253 +10%
SFO
1024
Stokes Family Office
Louisiana
$323K +$43.9K +381 +16%
WP
1025
WealthSource Partners
California
$322K -$4.04K -35 -1%
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