PAYX icon

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 %
PCH
1026
PGIM Custom Harvest
New Jersey
$319K -$89.7K -778 -22%
CTC
1027
Central Trust Company
Missouri
$319K -$53.1K -460 -14%
PAMG
1028
Patton Albertson Miller Group
Tennessee
$319K -$5.31K -46 -2%
BWM
1029
BlackDiamond Wealth Management
New York
$318K +$442 +4 +0.1%
AWM
1030
Absher Wealth Management
North Carolina
$317K -$173K -1,503 -35%
WB
1031
WesBanco Bank
West Virginia
$316K -$9.57K -83 -3%
BFAG
1032
Blackston Financial Advisory Group
Florida
$316K +$14.4K +125 +5%
CWP
1033
Cyndeo Wealth Partners
Florida
$315K +$315K +2,733 New
WEG
1034
World Equity Group
Illinois
$314K +$314K +2,726 New
JMFC
1035
J.M. Forbes & Co
Massachusetts
$314K -$38.2K -331 -11%
DBRC
1036
D.B. Root & Company
Pennsylvania
$314K -$461 -4 -0.1%
AWP
1037
Ascent Wealth Partners
New York
$311K – – –
DGAM
1038
Desjardins Global Asset Management
Quebec, Canada
$311K -$596K -5,165 -66%
BWM
1039
Baron Wealth Management
Michigan
$311K +$1.27K +11 +0.4%
GW
1040
GW & Wade
Massachusetts
$310K -$27.3K -237 -8%
ZIM
1041
Zacks Investment Management
Illinois
$309K -$295K -2,560 -49%
DAS
1042
Dynamic Advisor Solutions
Arizona
$308K +$83.4K +723 +37%
CFB
1043
Cullen/Frost Bankers
Texas
$306K +$1.62K +14 +0.5%
OC
1044
Oarsman Capital
Wisconsin
$305K -$577 -5 -0.2%
BIM
1045
Bridgecreek Investment Management
Oklahoma
$304K +$1.5K +13 +0.5%
SAM
1046
Strategy Asset Managers
California
$304K -$12.3K -107 -4%
SMA
1047
Sage Mountain Advisors
Georgia
$303K +$5.31K +46 +2%
MC
1048
Maverick Capital
Texas
$301K +$301K +2,614 New
KCM
1049
Kathmere Capital Management
Pennsylvania
$301K +$87.4K +758 +41%
WAM
1050
WNY Asset Management
New York
$301K -$4.04K -35 -1%
40 41
42
43 44