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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 %
PMSA
1076
Patrick M. Sweeney & Associates
Illinois
$315K – – –
SWM
1077
SeaCrest Wealth Management
New York
$314K -$101K -819 -24%
CCB
1078
Country Club Bank
Missouri
$313K – – –
GWM
1079
Geneos Wealth Management
Colorado
$312K +$11.3K +92 +4%
BWM
1080
BlackDiamond Wealth Management
New York
$312K +$1.23K +10 +0.4%
TF
1081
Trek Financial
Arizona
$310K +$310K +2,526 New
SIG
1082
Sargent Investment Group
Maryland
$308K +$1.23K +10 +0.4%
GCM
1083
Graham Capital Management
Connecticut
$307K +$307K +2,500 New
SAM
1084
Silvercrest Asset Management
New York
$307K -$737 -6 -0.2%
WP
1085
Westmount Partners
California
$306K – – –
WB
1086
WesBanco Bank
West Virginia
$305K +$14.5K +118 +5%
CPC
1087
Consolidated Planning Corp
Georgia
$302K – – –
FIM
1088
Fruth Investment Management
Texas
$301K – – –
CT
1089
Chicago Trust
Illinois
$301K +$3.68K +30 +1%
GWP
1090
Gen-Wealth Partners
Michigan
$300K +$300K +2,441 New
SIC
1091
Sterling Investment Counsel
New York
$298K – – –
CCIA
1092
Cherry Creek Investment Advisors
Colorado
$298K +$2.21K +18 +0.7%
ACM
1093
Advisors Capital Management
New Jersey
$298K -$22.3K -182 -7%
TPI
1094
Trust Point Inc
Wisconsin
$297K -$4.3K -35 -1%
BCM
1095
Brookstone Capital Management
Illinois
$297K +$81.2K +661 +38%
CSS
1096
Cubist Systematic Strategies
Connecticut
$296K +$296K +2,410 New
SWM
1097
Spire Wealth Management
Virginia
$294K -$1.97K -16 -0.7%
CFG
1098
Cooper Financial Group
California
$292K +$5.4K +44 +2%
PI
1099
Pettee Investors
Connecticut
$292K – – –
CB
1100
Cadence Bank
Mississippi
$291K -$7.61K -62 -3%
42 43
44
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