PAYX icon

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 %
CFS
1051
CRA Financial Services
New Jersey
$340K -$3.32K -27 -1%
TWM
1052
Trueblood Wealth Management
Ohio
$340K -$12.9K -105 -4%
KCM
1053
Kathmere Capital Management
Pennsylvania
$339K +$35.5K +289 +12%
WB
1054
West Bancorporation
Iowa
$338K -$11.9K -97 -3%
OR
1055
Olympiad Research
Connecticut
$335K -$162K -1,316 -33%
CWP
1056
Cyndeo Wealth Partners
Florida
$335K -$737 -6 -0.2%
SP
1057
Symmetry Partners
Connecticut
$335K – – –
JMFC
1058
J.M. Forbes & Co
Massachusetts
$335K – – –
DBRC
1059
D.B. Root & Company
Pennsylvania
$335K – – –
AWP
1060
Ascent Wealth Partners
New York
$332K – – –
OCPWS
1061
One Charles Private Wealth Services
Massachusetts
$332K -$35.4K -288 -10%
MM
1062
MQS Management
New York
$331K +$331K +2,699 New
BAM
1063
Belpointe Asset Management
Nevada
$331K -$7.61K -62 -2%
PCH
1064
PGIM Custom Harvest
New Jersey
$330K +$2.58K +21 +0.8%
First Manhattan
1065
First Manhattan
New York
$328K +$26.2K +213 +9%
CCMG
1066
Clark Capital Management Group
Pennsylvania
$328K +$33.9K +276 +12%
ZF
1067
Zhang Financial
Michigan
$328K – – –
WEG
1068
World Equity Group
Illinois
$328K -$7.37K -60 -2%
AO
1069
Advisor OS
Illinois
$327K +$28.9K +235 +10%
PAMG
1070
Patton Albertson Miller Group
Tennessee
$324K -$9.21K -75 -3%
RGC
1071
Roberts, Glore & Co
Illinois
$323K -$12.3K -100 -4%
PCM
1072
Prelude Capital Management
New York
$322K -$175K -1,426 -35%
MG
1073
Mather Group
Illinois
$321K -$5.12K -43 -2%
FCG
1074
Fielder Capital Group
Tennessee
$320K +$614 +5 +0.2%
OC
1075
Oarsman Capital
Wisconsin
$316K +$2.82K +23 +0.9%
41 42
43
44 45