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Paychex
PAYX

Overview Fund Activity

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$222M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$137M
3
Ameriprise
Ameriprise
Minnesota
+$131M
4
Goldman Sachs
Goldman Sachs
New York
+$110M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$107M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$213M
2
Capital World Investors
Capital World Investors
California
-$105M
3
Millennium Management
Millennium Management
New York
-$93M
4
Lazard Asset Management
Lazard Asset Management
New York
-$56.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1151
Sequent Asset Management
Texas
$231K – – –
LS
1152
Livforsakringsbolaget Skandia
Sweden
$230K – – –
SAM
1153
Shell Asset Management
Netherlands
$230K -$29.6K -257 -11%
SB
1154
Sunflower Bank
Texas
$229K -$7.04K -61 -3%
RMDI
1155
R.M. Davis Inc
Maine
$228K -$102K -883 -31%
PWM
1156
Perigon Wealth Management
California
$228K -$131K -1,135 -36%
RIA
1157
Regal Investment Advisors
Michigan
$226K +$226K +1,958 New
VDI
1158
Vaughan David Investments
Illinois
$224K – – –
CAWM
1159
Capital Advisors Wealth Management
Washington
$223K – – –
1WM
1160
1900 Wealth Management
Texas
$221K +$221K +1,919 New
GM
1161
GeoWealth Management
Illinois
$220K – – –
RPWA
1162
Regent Peak Wealth Advisors
Georgia
$220K +$2.08K +18 +1%
EWM
1163
Executive Wealth Management
Michigan
$220K -$2.08K -18 -0.9%
LA
1164
Legacy Advisors
Pennsylvania
$219K +$219K +1,903 New
PIA
1165
Perennial Investment Advisors
California
$219K -$3.58K -31 -2%
TH
1166
TCTC Holdings
Texas
$219K – – –
PBO
1167
Peoples Bank (Ohio)
Ohio
$218K – – –
VNA
1168
Valley National Advisers
Pennsylvania
$217K +$18.5K +160 +9%
SIC
1169
Schwartz Investment Counsel
Michigan
$217K – – –
FC
1170
Fulcrum Capital
Washington
$216K – – –
OC
1171
Oakworth Capital
Alabama
$216K -$5.88K -51 -3%
RWP
1172
RWA Wealth Partners
Massachusetts
$216K +$2.19K +19 +1%
CS
1173
Comerica Securities
Michigan
$216K +$216K +1,874 New
EFG
1174
Ethos Financial Group
Pennsylvania
$215K -$4.15K -36 -2%
KBFS
1175
Kohmann Bosshard Financial Services
Ohio
$215K – – –
45 46
47
48 49