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Paychex
PAYX

Overview Fund Activity

1,619 hedge funds and large institutions have $40.3B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 584 increasing their positions, 563 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
+90
Holders Change %
+5.89%
% of All Funds
21.55%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
189
Increased
584
Reduced
563
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$352M
2
UBS Group
UBS Group
Switzerland
+$174M
3
Northern Trust
Northern Trust
Illinois
+$97.4M
4
Amundi
Amundi
France
+$94.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$88M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$337M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
3
Barclays
Barclays
United Kingdom
-$122M
4
IAIM
International Assets Investment Management
Florida
-$110M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
1001
Avantax Planning Partners
Iowa
$453K -$280 -2 -0.1%
KFI
1002
Key Financial Inc
Pennsylvania
$452K – – –
WAAG
1003
Wealth Alliance Advisory Group
Kansas
$450K +$421 +3 +0.1%
BOTPPF
1004
Board of the Pension Protection Fund
United Kingdom
$449K +$449K +3,200 New
CTC
1005
Central Trust Company
Missouri
$447K -$2.66K -19 -0.6%
ATS
1006
Ashton Thomas Securities
New York
$446K +$10.9K +78 +3%
CGL
1007
Clarius Group LLC
Washington
$445K +$2.95K +21 +0.7%
MFC
1008
Mechanics Financial Corp
Ohio
$444K -$8.41K -60 -2%
TT
1009
TI-Trust
Illinois
$444K +$3.65K +26 +0.8%
GLA
1010
Good Life Advisors
Pennsylvania
$444K -$136K -973 -23%
SA
1011
SRH Advisors
Kansas
$444K – – –
PJSIMP
1012
P.J. Schmidt Investment Management (PJS)
Wisconsin
$444K – – –
MFGM
1013
Marshall Financial Group (Maryland)
Maryland
$443K -$949K -6,766 -68%
BB
1014
Berkshire Bank
Massachusetts
$441K +$13.7K +98 +3%
PP
1015
Patten & Patten
Tennessee
$441K -$2.8K -20 -0.6%
SWM
1016
Sendero Wealth Management
Texas
$441K – – –
WPC
1017
Wedmont Private Capital
Pennsylvania
$440K +$98.9K +711 +29%
SFG
1018
SevenBridge Financial Group
Pennsylvania
$440K – – –
RBC
1019
Romano Brothers & Co
Illinois
$438K -$8.41K -60 -2%
QCG
1020
Quadrant Capital Group
Ohio
$438K +$2.1K +15 +0.5%
CFG
1021
Citizens Financial Group
Rhode Island
$438K -$14.6K -104 -3%
PWM
1022
Palumbo Wealth Management
New York
$437K +$2.67K +19 +0.6%
MSWM
1023
Master's Wealth Management
Pennsylvania
$437K +$437K +3,117 New
CWM
1024
Challenger Wealth Management
California
$437K +$437K +3,115 New
MHC
1025
Meyer Handelman Company
New York
$435K – – –
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