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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 %
BHIA
1176
Birch Hill Investment Advisors
Massachusetts
$246K – – –
CAM
1177
Cubic Asset Management
Massachusetts
$246K – – –
SJL
1178
Shayne & Jacobs LLC
Tennessee
$246K – – –
SAM
1179
Smithbridge Asset Management
Pennsylvania
$246K – – –
SFS
1180
Security Financial Services
Indiana
$245K +$24.9K +203 +11%
GWANC
1181
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$6.39K +52 +3%
AFG
1182
Allegheny Financial Group
Pennsylvania
$244K +$123 +1 +0.1%
CCM
1183
Chaney Capital Management
Washington
$244K – – –
NCFG
1184
New Century Financial Group
New Jersey
$243K -$6.26K -51 -3%
ACA
1185
American Capital Advisory
Idaho
$242K – – –
ISL
1186
Ingalls & Snyder LLC
New York
$241K – – –
DW
1187
Dodds Wealth
Colorado
$241K +$24.9K +203 +12%
EFG
1188
Ethos Financial Group
Pennsylvania
$240K – – –
MSAM
1189
Moloney Securities Asset Management
Missouri
$240K – – –
TCA
1190
Transcend Capital Advisors
New Jersey
$240K +$11.7K +95 +5%
FIM
1191
Freedom Investment Management
Connecticut
$240K +$240K +1,952 New
RPWA
1192
Regent Peak Wealth Advisors
Georgia
$238K +$1.47K +12 +0.6%
SB
1193
Simmons Bank
Arkansas
$238K -$14.4K -117 -6%
VDI
1194
Vaughan David Investments
Illinois
$238K -$123 -1 -0.1%
WP
1195
WealthPLAN Partners
Nebraska
$238K -$12.4K -101 -5%
GA
1196
Greytown Advisors
Florida
$237K -$62.1K -506 -21%
RWM
1197
Rockline Wealth Management
New York
$237K -$1.35K -11 -0.6%
BHWM
1198
Bar Harbor Wealth Management
New Hampshire
$236K -$38.1K -310 -14%
SIM
1199
Stratos Investment Management
Ohio
$236K +$24.6K +200 +12%
AWAG
1200
ARS Wealth Advisors Group
Florida
$235K -$21.6K -176 -8%
46 47
48
49 50