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Paychex
PAYX

Overview Fund Activity

1,432 hedge funds and large institutions have $34.6B invested in Paychex in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 499 increasing their positions, 546 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
–
Holders Change %
0%
% of All Funds
22.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.55%
New
113
Increased
499
Reduced
546
Closed
94
Calls
$352M
Puts
$190M
Net Calls
+$161M
Net Calls Change
+$70.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$426M
2
Capital International Investors
Capital International Investors
California
+$197M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$161M
4
Wells Fargo
Wells Fargo
California
+$111M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$194M
2
Barclays
Barclays
United Kingdom
-$106M
3
BG
Bahl & Gaynor
Ohio
-$76.2M
4
Morgan Stanley
Morgan Stanley
New York
-$70.8M
5
Amundi
Amundi
France
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1126
Western Wealth Management
Colorado
$264K +$264K +1,938 New
JCIA
1127
Jackson Creek Investment Advisors
Colorado
$263K -$14.2K -104 -5%
ITIM
1128
Indiana Trust & Investment Management
Indiana
$261K – – –
BCM
1129
Brookstone Capital Management
Illinois
$260K +$14.5K +106 +6%
GEA
1130
Glen Eagle Advisors
New Jersey
$260K – – –
BFS
1131
Bard Financial Services
Connecticut
$259K – – –
ACM
1132
Ategra Capital Management
Virginia
$257K – – –
RPWA
1133
Regent Peak Wealth Advisors
Georgia
$257K +$3.96K +29 +2%
C
1134
Covestor
United Kingdom
$255K +$124K +911 +95%
KBFS
1135
Kohmann Bosshard Financial Services
Ohio
$255K +$255K +1,865 New
SCI
1136
S&CO Inc
Massachusetts
$253K – – –
NP
1137
NorthRock Partners
Minnesota
$251K -$29.1K -213 -10%
NW
1138
NewEdge Wealth
Pennsylvania
$249K +$249K +1,828 New
MFW
1139
Meristem Family Wealth
Minnesota
$248K -$54.2K -397 -18%
AF
1140
Affiance Financial
Minnesota
$247K – – –
CI
1141
CX Institutional
Indiana
$247K +$18.5K +136 +8%
MCM
1142
McDonough Capital Management
Florida
$246K -$12K -88 -5%
CPA
1143
Cowen Prime Advisors
New York
$246K – – –
CC
1144
Cornerstone Capital
California
$246K – – –
AT
1145
Arden Trust
Delaware
$245K -$33.2K -244 -12%
SA
1146
Syntax Advisors
New York
$245K -$24.1K -177 -9%
VCG
1147
Vantage Consulting Group
Virginia
$245K -$24.1K -177 -9%
BFAG
1148
Blackston Financial Advisory Group
Florida
$245K +$12.8K +114 +6%
MWPCG
1149
Measured Wealth Private Client Group
New Hampshire
$241K – – –
BPWM
1150
Badgley Phelps Wealth Managers
Washington
$241K +$19.8K +145 +9%
44 45
46
47 48