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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 %
RBC
1001
Romano Brothers & Co
Illinois
$391K – – –
GLA
1002
Good Life Advisors
Pennsylvania
$391K -$4.91K -40 -1%
SA
1003
SRH Advisors
Kansas
$389K +$12.3K +100 +3%
MKC
1004
M. Kraus & Co
Vermont
$389K -$6.88K -56 -2%
PJSIMP
1005
P.J. Schmidt Investment Management (PJS)
Wisconsin
$388K -$18.4K -150 -5%
TT
1006
TI-Trust
Illinois
$386K – – –
SWM
1007
Sendero Wealth Management
Texas
$386K – – –
CFP
1008
Catalyst Financial Partners
Massachusetts
$385K -$43.4K -364 -10%
BCM
1009
Buckhead Capital Management
Georgia
$384K +$860 +7 +0.2%
HWA
1010
Heritage Wealth Advisors
Virginia
$383K -$7K -57 -2%
FBC
1011
Fairfield, Bush & Co
Connecticut
$383K -$165K -1,345 -30%
MHC
1012
Meyer Handelman Company
New York
$381K -$221K -1,800 -37%
EWA
1013
EverSource Wealth Advisors
Alabama
$381K +$16.3K +137 +4%
PPWM
1014
Perissos Private Wealth Management
Oklahoma
$377K +$377K +3,073 New
DIM
1015
Delta Investment Management
California
$375K – – –
LIM
1016
Longfellow Investment Management
Massachusetts
$375K +$2.82K +23 +0.8%
FAM
1017
Flaharty Asset Management
Florida
$375K – – –
AOWM
1018
Alpha Omega Wealth Management
Virginia
$374K – – –
FCM
1019
Fourpath Capital Management
Oklahoma
$374K -$11.2K -91 -3%
NFC
1020
Northeast Financial Consultants
Connecticut
$368K – – –
CAM
1021
Close Asset Management
United Kingdom
$368K – – –
CPSAC
1022
Chas P. Smith & Associates (CPS)
Florida
$368K – – –
SIC
1023
Sigma Investment Counselors
Michigan
$367K – – –
BBNB
1024
Baker Boyer National Bank
Washington
$367K – – –
AWM
1025
Absher Wealth Management
North Carolina
$367K +$2.09K +17 +0.6%
39 40
41
42 43