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Paychex
PAYX

Overview Fund Activity

1,518 hedge funds and large institutions have $33B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 597 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+24
Holders Change %
+1.61%
% of All Funds
22%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
111
Increased
534
Reduced
597
Closed
75
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$292M
2
Charles Schwab
Charles Schwab
California
+$283M
3
Capital World Investors
Capital World Investors
California
+$185M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$97.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
Morgan Stanley
Morgan Stanley
New York
-$427M
3
Barclays
Barclays
United Kingdom
-$109M
4
Holocene Advisors
Holocene Advisors
New York
-$104M
5
Select Equity Group
Select Equity Group
New York
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFW
1151
Brady Family Wealth
Missouri
$254K -$1.47K -12 -0.6%
WCM
1152
Weaver Capital Management
Georgia
$253K -$13K -106 -5%
FC
1153
Fulcrum Capital
Washington
$253K +$22.2K +181 +10%
CWM
1154
Cahaba Wealth Management
Georgia
$252K +$123 +1 +0%
SB
1155
Sunflower Bank
Texas
$252K -$12.3K -100 -5%
FLI
1156
Family Legacy Inc
South Carolina
$252K – – –
C
1157
Covestor
United Kingdom
$251K +$24.2K +197 +11%
WPC
1158
Wedmont Private Capital
Pennsylvania
$251K +$3.29K +26 +1%
AWM
1159
Aries Wealth Management
Maine
$250K – – –
CSB
1160
City State Bank
Iowa
$250K – – –
WAM
1161
WNY Asset Management
New York
$250K -$70.1K -571 -22%
AGP
1162
Autumn Glory Partners
Texas
$250K – – –
NAM
1163
NorthCrest Asset Manangement
Minnesota
$250K – – –
CCG
1164
Catalina Capital Group
California
$249K +$249K +2,026 New
IPWA
1165
International Private Wealth Advisors
California
$249K +$18.5K +151 +8%
FAFN
1166
First Affirmative Financial Network
Colorado
$249K +$737 +6 +0.3%
NPT
1167
Nixon Peabody Trust
Massachusetts
$249K -$61.4K -500 -20%
GWM
1168
Gray Wealth Management
Maine
$248K -$24.4K -199 -9%
FSA
1169
Franklin Street Advisors
North Carolina
$248K -$6.74K -55 -3%
AWA
1170
Aaron Wealth Advisors
Illinois
$247K +$13K +106 +6%
SFWC
1171
Strategic Family Wealth Counselors
New Jersey
$247K – – –
PVI
1172
Pine Valley Investments
New Jersey
$247K -$1.23K -10 -0.5%
MAG
1173
M3 Advisory Group
Massachusetts
$246K -$74.5K -607 -23%
PWMG
1174
Pinnacle Wealth Management Group
Michigan
$246K – – –
SAM
1175
Sequent Asset Management
Texas
$246K – – –
45 46
47
48 49