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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1001
Everence Capital Management
Indiana
$467K
DL
1002
DOHJ LLC
Washington
$464K +$4.4K +31 +0.9%
CI
1003
Cigna Investments
Connecticut
$462K
CFA
1004
CWS Financial Advisors
Michigan
$459K +$111K +783 +31%
4WM
1005
44 Wealth Management
Oregon
$459K +$6.67K +47 +1%
NFP
1006
NorthLanding Financial Partners
New York
$458K +$2.13K +15 +0.5%
GW
1007
Griffith & Werner
Georgia
$456K +$462K +3,252 New
WC
1008
Woodstock Corp
Massachusetts
$456K -$17.6K -124 -4%
APP
1009
Avantax Planning Partners
Iowa
$453K -$284 -2 -0.1%
KFI
1010
Key Financial Inc
Pennsylvania
$452K
WAAG
1011
Wealth Alliance Advisory Group
Kansas
$450K +$426 +3 +0.1%
BOTPPF
1012
Board of the Pension Protection Fund
United Kingdom
$449K +$454K +3,200 New
CTC
1013
Central Trust Company
Missouri
$447K -$2.7K -19 -0.6%
ATS
1014
Ashton Thomas Securities
New York
$446K +$11.1K +78 +3%
CGL
1015
Clarius Group LLC
Washington
$445K +$2.98K +21 +0.7%
MFC
1016
Mechanics Financial Corp
Ohio
$444K -$8.52K -60 -2%
TT
1017
TI-Trust
Illinois
$444K +$3.69K +26 +0.8%
GLA
1018
Good Life Advisors
Pennsylvania
$444K -$138K -973 -23%
SA
1019
SRH Advisors
Kansas
$444K
PJSIMP
1020
P.J. Schmidt Investment Management (PJS)
Wisconsin
$444K
MFGM
1021
Marshall Financial Group (Maryland)
Maryland
$443K -$961K -6,766 -68%
BB
1022
Berkshire Bank
Massachusetts
$441K +$13.9K +98 +3%
PP
1023
Patten & Patten
Tennessee
$441K -$2.84K -20 -0.6%
SWM
1024
Sendero Wealth Management
Texas
$441K
WPC
1025
Wedmont Private Capital
Pennsylvania
$440K +$101K +711 +29%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.