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 %
FFM
1101
Forum Financial Management
Illinois
$290K -$15.1K -123 -5%
PPWP
1102
Premier Path Wealth Partners
New Jersey
$289K -$368 -3 -0.1%
DOA
1103
D'Orazio & Associates
Virginia
$289K +$4.91K +40 +2%
LIM
1104
Loudon Investment Management
New Hampshire
$289K – – –
AA
1105
Aufman Associates
Pennsylvania
$289K – – –
WA
1106
WBH Advisory
Maryland
$288K +$123 +1 +0%
AWM
1107
Aberdeen Wealth Management
Illinois
$288K +$37.2K +303 +15%
BFA
1108
Beaumont Financial Advisors
Massachusetts
$287K -$1.47K -12 -0.5%
LS
1109
Livforsakringsbolaget Skandia
Sweden
$286K – – –
PIA
1110
Powell Investment Advisors
Florida
$286K +$123 +1 +0%
BCM
1111
Brown Capital Management
Maryland
$286K – – –
OL
1112
Optas LLC
Texas
$283K -$9.21K -75 -3%
MJP
1113
Michael J. Puzo
$282K -$14.1K -115 -5%
IB
1114
Intrust Bank
Kansas
$281K -$5.77K -47 -2%
NL
1115
Navalign LLC
California
$281K -$30.8K -251 -10%
SWM
1116
Stockman Wealth Management
Montana
$276K +$368 +3 +0.1%
OWA
1117
Outlook Wealth Advisors
Texas
$276K +$55.4K +451 +25%
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$276K – – –
AAS
1119
Ameritas Advisory Services
Nebraska
$275K -$99.6K -820 -27%
MWA
1120
Midland Wealth Advisors
Illinois
$273K -$209K -1,704 -43%
FMP
1121
Financial Management Professionals
Texas
$272K +$24.3K +198 +10%
AP
1122
Adero Partners
California
$272K +$737 +6 +0.3%
PEA
1123
Park Edge Advisors
Ohio
$271K – – –
CFS
1124
Commonwealth Financial Services
West Virginia
$271K – – –
SC
1125
Searle & Co
Connecticut
$270K – – –
43 44
45
46 47