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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 %
AWM
1101
Aegis Wealth Management
Maryland
$370K +$370K +2,638 New
AGP
1102
Autumn Glory Partners
Texas
$369K -$392K -2,799 -52%
WTFG
1103
Wood Tarver Financial Group
Idaho
$367K +$367K +2,619 New
Caisse de Depot et Placement du Quebec (CDPQ)
1104
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$366K -$28K -200 -7%
TBT
1105
Texas Bank & Trust
Texas
$364K +$364K +2,595 New
MG
1106
Mather Group
Illinois
$363K +$2.38K +17 +0.7%
MMHP
1107
Murphy Middleton Hinkle & Parker
Georgia
$363K -$140 -1 -0%
WP
1108
Westmount Partners
California
$363K – – –
IB
1109
Intrust Bank
Kansas
$361K +$16.7K +119 +5%
BCM
1110
Brown Capital Management
Maryland
$361K +$39.8K +284 +12%
BTI
1111
Blue Trust Inc
Georgia
$360K -$709K -5,056 -66%
EWA
1112
EverSource Wealth Advisors
Alabama
$360K +$6.73K +48 +2%
PMSA
1113
Patrick M. Sweeney & Associates
Illinois
$359K – – –
CFGS
1114
Concourse Financial Group Securities
Alabama
$357K +$33.3K +230 +10%
BMCM
1115
Bryn Mawr Capital Management
Pennsylvania
$357K +$357K +2,546 New
CCB
1116
Country Club Bank
Missouri
$357K – – –
SWM
1117
SeaCrest Wealth Management
New York
$354K -$140 -1 -0%
AO
1118
Advisor OS
Illinois
$353K -$3.51K -25 -1%
ISL
1119
Ingalls & Snyder LLC
New York
$351K +$351K +2,502 New
SAM
1120
Silvercrest Asset Management
New York
$350K – – –
RIA
1121
Richwood Investment Advisors
Ohio
$350K +$70.1K +500 +25%
FWP
1122
FAS Wealth Partners
Kansas
$350K +$561 +4 +0.2%
CCIA
1123
Cherry Creek Investment Advisors
Colorado
$348K +$2.38K +17 +0.7%
SC
1124
Syon Capital
California
$348K +$93.8K +669 +37%
BFA
1125
Beaumont Financial Advisors
Massachusetts
$346K -$30.6K -218 -8%
43 44
45
46 47