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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 %
WIC
1201
Wilkins Investment Counsel
Massachusetts
$235K +$235K +1,911 New
FTWA
1202
Fifth Third Wealth Advisors
Ohio
$234K +$20.6K +168 +10%
FL
1203
Fort LP
Maryland
$234K -$23.2K -189 -9%
PIA
1204
Perennial Investment Advisors
California
$233K +$491 +4 +0.2%
TH
1205
TCTC Holdings
Texas
$233K – – –
SIC
1206
Schwartz Investment Counsel
Michigan
$231K – – –
NG
1207
Norden Group
Utah
$231K +$231K +1,878 New
CBFP
1208
Cedar Brook Financial Partners
Ohio
$231K -$5.28K -43 -2%
1WA
1209
180 Wealth Advisors
Washington
$230K +$4.05K +33 +2%
OCG
1210
Opus Capital Group
Ohio
$230K -$32.3K -263 -12%
VNA
1211
Valley National Advisers
Pennsylvania
$230K -$7.98K -65 -3%
CAWM
1212
Capital Advisors Wealth Management
Washington
$229K -$7.98K -65 -3%
OC
1213
Oakworth Capital
Alabama
$229K – – –
GCIM
1214
Gunn & Company Investment Management
Florida
$228K -$140K -1,139 -38%
PBO
1215
Peoples Bank (Ohio)
Ohio
$227K -$4.18K -34 -2%
EWM
1216
Executive Wealth Management
Michigan
$227K -$2.31K -19 -1%
T
1217
TOBAM
France
$227K +$68.5K +558 +43%
JWWM
1218
Johnson & White Wealth Management
Pennsylvania
$225K -$20.3K -165 -8%
KBFS
1219
Kohmann Bosshard Financial Services
Ohio
$225K -$4.05K -33 -2%
RFN
1220
RDA Financial Network
Iowa
$225K -$2.82K -23 -1%
VAM
1221
Verity Asset Management
North Carolina
$225K -$3.07K -25 -1%
GEA
1222
Glen Eagle Advisors
New Jersey
$224K +$6.14K +50 +3%
PIA
1223
Pinion Investment Advisors
Kansas
$224K -$141K -1,145 -39%
PWP
1224
Phillips Wealth Planners
Mississippi
$221K -$1.33K -11 -0.6%
BCM
1225
Becker Capital Management
Oregon
$221K – – –
47 48
49
50 51