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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 %
NQWM
1076
Northwest Quadrant Wealth Management
Oregon
$396K +$2.1K +15 +0.5%
MPIA
1077
Mountain Pacific Investment Advisers
Idaho
$396K – – –
AF
1078
Arrow Financial
New York
$395K -$8.27K -59 -2%
HWA
1079
Heritage Wealth Advisors
Virginia
$394K -$15.3K -109 -4%
ORG
1080
Optimist Retirement Group
Washington
$394K -$84.1K -600 -18%
GA
1081
Geller Advisors
New York
$394K +$7.57K +54 +2%
SP
1082
Successful Portfolios
Florida
$392K -$8.56K -61 -2%
TWM
1083
Trueblood Wealth Management
Ohio
$391K – – –
AOWM
1084
Alpha Omega Wealth Management
Virginia
$390K – – –
DBRC
1085
D.B. Root & Company
Pennsylvania
$390K +$1.54K +11 +0.4%
SPF
1086
South Plains Financial
Texas
$388K +$388K +2,765 New
AWM
1087
Aprio Wealth Management
Georgia
$381K +$146K +1,038 +62%
GWM
1088
Geneos Wealth Management
Colorado
$381K -$2.94K -21 -0.8%
PAMG
1089
Patton Albertson Miller Group
Tennessee
$379K – – –
AWP
1090
Ascent Wealth Partners
New York
$379K – – –
OCPWS
1091
One Charles Private Wealth Services
Massachusetts
$379K – – –
IIA
1092
ICW Investment Advisors
Arizona
$377K -$20.2K -144 -5%
RCM
1093
RB Capital Management
Nevada
$373K -$1.54K -11 -0.4%
CPC
1094
Consolidated Planning Corp
Georgia
$373K +$28K +200 +8%
DOA
1095
D'Orazio & Associates
Virginia
$372K +$12.1K +86 +3%
DLA
1096
Douglas Lane & Associates
New York
$372K – – –
TPA
1097
Trivium Point Advisory
Connecticut
$372K +$51.7K +369 +16%
RGC
1098
Roberts, Glore & Co
Illinois
$372K -$14K -100 -4%
WEG
1099
World Equity Group
Illinois
$371K +$371K +2,644 New
CCC
1100
Chesapeake Capital Corp
Florida
$370K -$474K -3,382 -56%
42 43
44
45 46