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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 %
SIM
1176
Sentry Investment Management
Wisconsin
$215K -$33.6K -291 -14%
RFN
1177
RDA Financial Network
Iowa
$215K – – –
SCI
1178
S&CO Inc
Massachusetts
$213K – – –
MCM
1179
Monument Capital Management
Virginia
$213K +$213K +1,844 New
GWS
1180
Glassman Wealth Services
Virginia
$212K -$6.11K -53 -3%
AWAG
1181
ARS Wealth Advisors Group
Florida
$211K +$461 +4 +0.2%
BCM
1182
Brookstone Capital Management
Illinois
$211K -$21.7K -184 -9%
1WA
1183
180 Wealth Advisors
Washington
$210K – – –
VCG
1184
Vantage Consulting Group
Virginia
$210K -$15.5K -134 -7%
SA
1185
Syntax Advisors
New York
$210K -$15.5K -134 -7%
TCA
1186
Transcend Capital Advisors
New Jersey
$210K +$210K +1,817 New
AWA
1187
Aaron Wealth Advisors
Illinois
$209K +$209K +1,816 New
AWA
1188
Arete Wealth Advisors
Illinois
$209K +$209K +1,810 New
Empower Advisory Group
1189
Empower Advisory Group
Colorado
$208K +$208K +1,807 New
GWANC
1190
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$208K +1,807 New
PIM
1191
Provident Investment Management
Michigan
$208K – – –
BCM
1192
Becker Capital Management
Oregon
$208K – – –
SC
1193
Samjo Capital
New York
$208K +$208K +1,800 New
EIA
1194
Edgemoor Investment Advisors
Maryland
$207K – – –
ACM
1195
Ategra Capital Management
Virginia
$206K +$206K +1,783 New
UL
1196
Unionview LLC
Washington
$206K +$206K +1,783 New
GEA
1197
Glen Eagle Advisors
New Jersey
$205K – – –
SAM
1198
SignalPoint Asset Management
Missouri
$204K +$204K +1,770 New
SFS
1199
Security Financial Services
Indiana
$204K +$204K +1,767 New
FMP
1200
Financial Management Professionals
Texas
$203K -$26.5K -230 -12%
46 47
48
49 50