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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 %
BFO
1026
Biltmore Family Office
North Carolina
$434K – – –
WHG
1027
Westwood Holdings Group
Texas
$434K +$434K +3,096 New
NG
1028
Norden Group
Utah
$433K +$121K +864 +39%
UF
1029
Univest Financial
Pennsylvania
$432K -$30.8K -220 -7%
CWP
1030
Cyndeo Wealth Partners
Florida
$432K +$280 +2 +0.1%
SIC
1031
Sigma Investment Counselors
Michigan
$429K +$23.3K +166 +6%
DIM
1032
Delta Investment Management
California
$428K – – –
FAM
1033
Flaharty Asset Management
Florida
$428K – – –
PFA
1034
Pure Financial Advisors
California
$425K +$4.07K +29 +1%
MWM
1035
Maridea Wealth Management
New York
$425K +$425K +3,032 New
SAM
1036
Strategy Asset Managers
California
$424K +$4.21K +30 +1%
BCM
1037
Brookstone Capital Management
Illinois
$424K +$23.8K +170 +6%
PHIC
1038
Pine Haven Investment Counsel
Massachusetts
$424K -$75K -535 -15%
FFM
1039
Forum Financial Management
Illinois
$424K +$92.3K +658 +28%
MA
1040
Mutual Advisors
Nebraska
$423K +$10.7K +73 +3%
EA
1041
Emerald Advisors
Washington
$423K +$10.4K +74 +3%
Verition Fund Management
1042
Verition Fund Management
Connecticut
$422K -$458K -3,264 -52%
CAM
1043
Close Asset Management
United Kingdom
$421K – – –
CC
1044
Centiva Capital
New York
$421K -$680K -4,849 -62%
EWM
1045
Empirical Wealth Management
Washington
$420K +$53.6K +382 +15%
NWM
1046
Northcape Wealth Management
New York
$420K -$5.05K -36 -1%
BIG
1047
Brooklyn Investment Group
New York
$419K +$15K +107 +4%
HIC
1048
Holderness Investments Company
North Carolina
$418K – – –
DWT
1049
Dorsey & Whitney Trust
South Dakota
$417K -$153K -1,088 -27%
FFG
1050
Fiduciary Financial Group
California
$417K +$13.8K +99 +3%
40 41
42
43 44