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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1151
Catalina Capital Group
California
$332K +$13.8K +97 +4%
SFS
1152
Security Financial Services
Indiana
$331K +$14.3K +101 +4%
LIM
1153
Loudon Investment Management
New Hampshire
$330K
LC
1154
Lavaca Capital
Texas
$329K +$2.13K +15 +0.6%
HDA
1155
Harold Davidson & Associates
California
$328K +$332K +2,340 New
MCP
1156
Martin Capital Partners
Oregon
$328K -$545K -3,840 -62%
BO
1157
Bank OZK
Arkansas
$325K -$142 -1 -0%
PCM
1158
Penserra Capital Management
California
$324K +$111K +780 +51%
CB
1159
Cadence Bank
Mississippi
$323K -$22.2K -156 -6%
PMG
1160
ProVise Management Group
Florida
$323K -$165K -1,163 -34%
KCAM
1161
Kagan Cocozza Asset Management
New Jersey
$322K +$326K +2,296 New
NL
1162
Navalign LLC
California
$321K
VP
1163
Verum Partners
North Carolina
$321K +$6.53K +46 +2%
CT
1164
Chicago Trust
Illinois
$320K -$36.2K -255 -10%
First Manhattan
1165
First Manhattan
New York
$319K
PIM
1166
Provident Investment Management
Michigan
$319K
AR
1167
Apeiron RIA
Texas
$319K -$283K -1,992 -47%
Acadian Asset Management
1168
Acadian Asset Management
Massachusetts
$318K -$105K -736 -24%
OAS
1169
Optivise Advisory Services
Tennessee
$317K +$12.2K +86 +4%
AWA
1170
Arete Wealth Advisors
Illinois
$317K +$82.4K +580 +34%
PIA
1171
Perennial Investment Advisors
California
$316K +$36.9K +260 +13%
FCP
1172
Fidelis Capital Partners
Florida
$316K +$50K +352 +20%
SMA
1173
Sage Mountain Advisors
Georgia
$315K -$38.3K -270 -11%
SWM
1174
Stockman Wealth Management
Montana
$315K
IAS
1175
Insigneo Advisory Services
Florida
$315K -$205K -1,446 -39%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.