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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1101
ICW Investment Advisors
Arizona
$377K -$20.4K -144 -5%
RCM
1102
RB Capital Management
Nevada
$373K -$1.56K -11 -0.4%
CPC
1103
Consolidated Planning Corp
Georgia
$373K +$28.4K +200 +8%
DOA
1104
D'Orazio & Associates
Virginia
$372K +$12.2K +86 +3%
DLA
1105
Douglas Lane & Associates
New York
$372K
TPA
1106
Trivium Point Advisory
Connecticut
$372K +$52.4K +369 +16%
RGC
1107
Roberts, Glore & Co
Illinois
$372K -$14.2K -100 -4%
WEG
1108
World Equity Group
Illinois
$371K +$375K +2,644 New
CCC
1109
Chesapeake Capital Corp
Florida
$370K -$480K -3,382 -56%
AWMM
1110
Aegis Wealth Management (Maryland)
Maryland
$370K +$375K +2,638 New
AGP
1111
Autumn Glory Partners
Texas
$369K -$397K -2,799 -52%
WTFG
1112
Wood Tarver Financial Group
Idaho
$367K +$372K +2,619 New
Caisse de Depot et Placement du Quebec (CDPQ)
1113
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$366K -$28.4K -200 -7%
TBT
1114
Texas Bank & Trust
Texas
$364K +$369K +2,595 New
MG
1115
Mather Group
Illinois
$363K +$2.41K +17 +0.7%
MMHP
1116
Murphy Middleton Hinkle & Parker
Georgia
$363K -$142 -1 -0%
WP
1117
Westmount Partners
California
$363K
IB
1118
Intrust Bank
Kansas
$361K +$16.9K +119 +5%
BCM
1119
Brown Capital Management
Maryland
$361K +$40.3K +284 +12%
BTI
1120
Blue Trust Inc
Georgia
$360K -$718K -5,056 -66%
EWA
1121
EverSource Wealth Advisors
Alabama
$360K +$6.82K +48 +2%
PMSA
1122
Patrick M. Sweeney & Associates
Illinois
$359K
CFGS
1123
Concourse Financial Group Securities
Alabama
$357K +$32.7K +230 +10%
BMCM
1124
Bryn Mawr Capital Management
Pennsylvania
$357K +$362K +2,546 New
CCB
1125
Country Club Bank
Missouri
$357K

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.