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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 %
MKC
1051
M. Kraus & Co
Vermont
$417K -$6.17K -44 -1%
AFG
1052
Allegheny Financial Group
Pennsylvania
$416K -$6.17K -44 -1%
SWP
1053
Summit Wealth Partners
Florida
$415K – – –
CCAM
1054
Cascades Capital Asset Management
North Carolina
$415K +$2.66K +19 +0.6%
MCWS
1055
McKinley Carter Wealth Services
West Virginia
$414K +$3.65K +26 +0.9%
CCM
1056
Carderock Capital Management
Maryland
$414K – – –
LSAG
1057
Lake Street Advisors Group
New Hampshire
$413K +$26.6K +190 +7%
SAI
1058
Savvy Advisors Inc
New York
$413K +$31.3K +223 +8%
AAM
1059
Aureus Asset Management
Massachusetts
$412K – – –
BCM
1060
Buckhead Capital Management
Georgia
$411K -$23.6K -168 -5%
KIA
1061
KCM Investment Advisors
California
$411K – – –
PIM
1062
Penobscot Investment Management
Massachusetts
$411K -$42.1K -300 -9%
PPC
1063
Park Place Capital
Alabama
$411K -$18.8K -134 -4%
RIM
1064
RW Investment Management
Idaho
$410K -$358K -2,553 -47%
PPWM
1065
Perissos Private Wealth Management
Oklahoma
$406K -$29.7K -212 -7%
MWM
1066
Mattern Wealth Management
Kansas
$405K -$16K -114 -4%
CWM
1067
Cornerstone Wealth Management
Missouri
$405K -$3.93K -28 -1%
JMFC
1068
J.M. Forbes & Co
Massachusetts
$404K – – –
CFP
1069
Catalyst Financial Partners
Massachusetts
$404K -$11.5K -82 -3%
ABC
1070
Associated Banc-Corp
Wisconsin
$402K -$79.6K -568 -17%
MIM
1071
MTM Investment Management
South Carolina
$402K +$2.24K +16 +0.6%
NHT
1072
New Hampshire Trust
New Hampshire
$400K -$8.41K -60 -2%
CI
1073
CX Institutional
Indiana
$399K -$3.79K -27 -0.9%
FHC
1074
First Heartland Consultants
Missouri
$399K +$3.23K +23 +0.8%
AG
1075
AlTi Global
New York
$397K +$397K +2,831 New
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