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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 %
CA
1151
Continuum Advisory
Idaho
$240K -$151K -1,192 -39%
VCM
1152
Vivaldi Capital Management
Illinois
$240K – – –
LI
1153
LMCG Investments
Massachusetts
$239K +$239K +1,750 New
AWM
1154
Atticus Wealth Management
Florida
$238K +$166K +1,216 +229%
BRWM
1155
B. Riley Wealth Management
Tennessee
$237K -$64.8K -476 -21%
MIM
1156
MTM Investment Management
South Carolina
$237K -$35.4K -259 -13%
BJL
1157
Brighton Jones LLC
Washington
$237K +$237K +1,735 New
ACM
1158
Allred Capital Management
Texas
$236K – – –
SAM
1159
Shell Asset Management
Netherlands
$235K – – –
KWMG
1160
King Wealth Management Group
Florida
$234K – – –
BONH
1161
Bank of New Hampshire
New Hampshire
$234K – – –
SCM
1162
Spring Capital Management
Texas
$234K – – –
VFA
1163
Valeo Financial Advisors
Indiana
$234K +$234K +1,714 New
UL
1164
Unionview LLC
Washington
$233K – – –
CCP
1165
Carmel Capital Partners
California
$233K – – –
AF
1166
Advisornet Financial
Minnesota
$232K +$4.5K +33 +2%
ECM
1167
Evergreen Capital Management
Washington
$230K +$10.1K +74 +5%
VNA
1168
Valley National Advisers
Pennsylvania
$229K -$10.2K -75 -4%
FWP
1169
FAS Wealth Partners
Kansas
$226K – – –
ZCA
1170
Zeke Capital Advisors
Pennsylvania
$226K +$226K +1,658 New
MFA
1171
Mayflower Financial Advisors
Massachusetts
$225K -$31.9K -234 -12%
GA
1172
GraniteShares Advisors
New York
$225K -$9.52K -70 -4%
PWM
1173
Perigon Wealth Management
California
$225K -$6.16K -45 -3%
SFG
1174
Sather Financial Group
Texas
$225K – – –
GFS
1175
GYL Financial Synergies
Connecticut
$224K – – –
45 46
47
48 49