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Paychex
PAYX

1,513 hedge funds and large institutions have $32.4B invested in Paychex in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 553 increasing their positions, 571 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $227M | Put options by funds: $205M

0.91% more ownership

Funds ownership: 75.04% → 75.96% (+0.91%)

1% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 118

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

1% less funds holding

Funds holding: 1,528 → 1,513 (-15)

2% less capital invested

Capital invested by funds: $33.1B → $32.4B (-$724M)

3% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 571

Holders
1,513
Holders Change
-15
Holders Change %
-0.98%
% of All Funds
21.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
119
Increased
553
Reduced
571
Closed
118
Calls
$227M
Puts
$205M
Net Calls
+$22.3M
Net Calls Change
-$152M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$445M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$129M
3
UBS AM
UBS AM
Illinois
+$128M
4
Goldman Sachs
Goldman Sachs
New York
+$98.4M
5
Invesco
Invesco
Georgia
+$98.1M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$126M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$113M
3
BlackRock
BlackRock
New York
-$74.3M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$72M
5
PCM
Prana Capital Management
Connecticut
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1101
Financial Management Professionals
Texas
$293K +$31.5K +258 +12%
OAS
1102
Optivise Advisory Services
Tennessee
$293K +$302K +2,468 New
CPC
1103
Consolidated Planning Corp
Georgia
$291K – – –
LGF
1104
LGT Group Foundation
Liechtenstein
$291K +$300K +2,458 New
BB
1105
Berkshire Bank
Massachusetts
$291K +$44.2K +362 +17%
WP
1106
Westmount Partners
California
$291K – – –
FIM
1107
Fruth Investment Management
Texas
$291K – – –
CCIA
1108
Cherry Creek Investment Advisors
Colorado
$290K +$2.44K +20 +0.8%
OL
1109
Optas LLC
Texas
$289K +$16.4K +134 +6%
SAM
1110
SP Asset Management
California
$289K +$298K +2,435 New
SIC
1111
Sterling Investment Counsel
New York
$288K – – –
SFA
1112
Seneca Financial Advisors
New York
$288K -$390K -3,195 -57%
BFA
1113
Beaumont Financial Advisors
Massachusetts
$283K +$5.38K +44 +2%
PI
1114
Pettee Investors
Connecticut
$282K – – –
SMA
1115
Sage Mountain Advisors
Georgia
$281K +$29K +237 +11%
FFM
1116
Forum Financial Management
Illinois
$280K +$244 +2 +0.1%
JSW
1117
Journey Strategic Wealth
New Jersey
$280K +$288K +2,360 New
FA
1118
Fiducient Advisors
Illinois
$279K +$288K +2,354 New
AA
1119
Aufman Associates
Pennsylvania
$279K – – –
LIM
1120
Loudon Investment Management
New Hampshire
$279K – – –
AWM
1121
Aberdeen Wealth Management
Illinois
$279K +$367 +3 +0.1%
ACG
1122
Allen Capital Group
Nebraska
$278K +$287K +2,348 New
LS
1123
Livforsakringsbolaget Skandia
Sweden
$277K – – –
BFAG
1124
Blackston Financial Advisory Group
Florida
$275K +$284K +2,323 New
BCM
1125
Brown Capital Management
Maryland
$272K -$4.64K -38 -2%
43 44
45
46 47

PAYX Hedge Fund Activity: Q2 2024 in Review

1,513 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2024, worth a combined $32.4B — down 2.2% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new PAYX positions and 118 closed out — a net gain of 1 holder — while 553 added to existing stakes and 571 trimmed.

The largest buyer was Capital International Investors, adding an estimated $445M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $126M.

  • 1,513 institutional investors held Paychex (PAYX) as of Q2 2024, down from 1,528 in Q1 2024.
  • Funds reported $32.4B of Paychex stock for Q2 2024, down 2.2% quarter-over-quarter.
  • 119 funds opened new Paychex positions in Q2 2024 and 118 closed out, a net change of +1 holder.
  • The largest Paychex buyer in Q2 2024 was Capital International Investors, an estimated $445M added.
  • The largest Paychex seller in Q2 2024 was Qube Research & Technologies (QRT), an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.