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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 %
HIC
1026
Holderness Investments Company
North Carolina
$366K +$3.07K +25 +0.8%
DLA
1027
Douglas Lane & Associates
New York
$366K +$9.21K +75 +3%
QCG
1028
Quadrant Capital Group
Ohio
$365K +$8.84K +72 +2%
AI
1029
Atom Investors
Texas
$363K +$363K +2,960 New
BFO
1030
Biltmore Family Office
North Carolina
$363K – – –
CCM
1031
Carderock Capital Management
Maryland
$362K -$43K -350 -11%
SFG
1032
SevenBridge Financial Group
Pennsylvania
$361K – – –
CI
1033
CX Institutional
Indiana
$359K -$6.63K -54 -2%
PFA
1034
Pure Financial Advisors
California
$355K -$3.68K -30 -1%
CTC
1035
Central Trust Company
Missouri
$354K +$6.75K +55 +2%
NQWM
1036
Northwest Quadrant Wealth Management
Oregon
$352K +$1.97K +16 +0.6%
CWM
1037
Cornerstone Wealth Management
Missouri
$351K +$24.7K +201 +8%
MMHP
1038
Murphy Middleton Hinkle & Parker
Georgia
$351K – – –
CP
1039
CenterBook Partners
Connecticut
$351K +$80.1K +652 +30%
AT
1040
Arlington Trust
Alabama
$350K -$5.89K -48 -2%
BIG
1041
Brooklyn Investment Group
New York
$349K -$2.68K -22 -0.8%
SAM
1042
Strategy Asset Managers
California
$348K +$6.39K +52 +2%
MPIA
1043
Mountain Pacific Investment Advisers
Idaho
$347K – – –
KA
1044
Kintegral Advisory
New York
$346K -$1.11K -9 -0.3%
LSAG
1045
Lake Street Advisors Group
New Hampshire
$346K +$42.4K +345 +14%
FHC
1046
First Heartland Consultants
Missouri
$345K +$73.5K +598 +27%
RCM
1047
RB Capital Management
Nevada
$344K +$9.58K +78 +3%
MIM
1048
MTM Investment Management
South Carolina
$344K +$2.82K +23 +0.8%
GA
1049
Geller Advisors
New York
$342K -$15.4K -125 -4%
Nomura Holdings
1050
Nomura Holdings
Japan
$341K -$457K -3,720 -57%
40 41
42
43 44