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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 %
LGF
1126
LGT Group Foundation
Liechtenstein
$345K – – –
FIM
1127
Fruth Investment Management
Texas
$343K -$700 -5 -0.2%
CFS
1128
Commonwealth Financial Services
West Virginia
$343K +$29.4K +210 +9%
SFA
1129
Seneca Financial Advisors
New York
$341K +$701 +5 +0.2%
WA
1130
Wambolt & Associates
Colorado
$341K -$85K -606 -20%
LS
1131
Livforsakringsbolaget Skandia
Sweden
$341K -$224K -1,600 -40%
FC
1132
Fulcrum Capital
Washington
$340K +$25.5K +182 +8%
FCG
1133
Fielder Capital Group
Tennessee
$340K -$140 -1 -0%
OC
1134
Oarsman Capital
Wisconsin
$339K – – –
OL
1135
Optas LLC
Texas
$339K +$2.66K +19 +0.8%
BAM
1136
Belpointe Asset Management
Nevada
$338K +$262 +2 +0.1%
AP
1137
Adero Partners
California
$335K +$10.5K +75 +3%
SIC
1138
Sterling Investment Counsel
New York
$333K -$7.71K -55 -2%
PI
1139
Pettee Investors
Connecticut
$333K – – –
FA
1140
Fiducient Advisors
Illinois
$333K +$1.12K +8 +0.3%
CFS
1141
CRA Financial Services
New Jersey
$332K – – –
CCG
1142
Catalina Capital Group
California
$332K +$13.6K +97 +4%
SFS
1143
Security Financial Services
Indiana
$331K +$14.2K +101 +4%
LIM
1144
Loudon Investment Management
New Hampshire
$330K – – –
LC
1145
Lavaca Capital
Texas
$329K +$2.1K +15 +0.6%
HDA
1146
Harold Davidson & Associates
California
$328K +$328K +2,340 New
MCP
1147
Martin Capital Partners
Oregon
$328K -$538K -3,840 -62%
BO
1148
Bank OZK
Arkansas
$325K -$140 -1 -0%
PCM
1149
Penserra Capital Management
California
$324K +$109K +780 +51%
CB
1150
Cadence Bank
Mississippi
$323K -$21.9K -156 -6%
44 45
46
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