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Paychex
PAYX

Overview Fund Activity

1,619 hedge funds and large institutions have $40.3B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 584 increasing their positions, 563 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
+90
Holders Change %
+5.89%
% of All Funds
21.55%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
189
Increased
584
Reduced
563
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$352M
2
UBS Group
UBS Group
Switzerland
+$174M
3
Northern Trust
Northern Trust
Illinois
+$97.4M
4
Amundi
Amundi
France
+$94.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$88M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$337M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
3
Barclays
Barclays
United Kingdom
-$122M
4
IAIM
International Assets Investment Management
Florida
-$110M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
1201
Hunter Associates Investment Management
Pennsylvania
$294K +$11.7K +83 +4%
NPT
1202
Nixon Peabody Trust
Massachusetts
$294K +$24K +171 +9%
FIB
1203
First Interstate Bank
Montana
$294K -$841 -6 -0.3%
FCA
1204
FLC Capital Advisors
California
$293K – – –
FIM
1205
Freedom Investment Management
Connecticut
$293K +$14.6K +104 +5%
CB
1206
Community Bank
New York
$291K – – –
AWM
1207
Aberdeen Wealth Management
Illinois
$288K +$280 +2 +0.1%
WAM
1208
WNY Asset Management
New York
$287K +$421 +3 +0.1%
PVI
1209
Pine Valley Investments
New Jersey
$287K +$701 +5 +0.2%
AWM
1210
Aries Wealth Management
Maine
$286K – – –
DW
1211
Dodds Wealth
Colorado
$284K – – –
IPWA
1212
International Private Wealth Advisors
California
$282K +$2.52K +18 +0.9%
PWMG
1213
Pinnacle Wealth Management Group
Michigan
$281K – – –
SJL
1214
Shayne & Jacobs LLC
Tennessee
$280K – – –
NFC
1215
Northeast Financial Consultants
Connecticut
$280K – – –
BHIA
1216
Birch Hill Investment Advisors
Massachusetts
$280K – – –
SAM
1217
Sequent Asset Management
Texas
$280K – – –
KAS
1218
KPP Advisory Services
Kentucky
$280K -$841 -6 -0.3%
BWM
1219
BlackDiamond Wealth Management
New York
$279K +$280 +2 +0.1%
GAM
1220
Groupama Asset Management
France
$278K -$1.72M -12,268 -86%
CSB
1221
City State Bank
Iowa
$275K -$10.7K -76 -4%
RPWA
1222
Regent Peak Wealth Advisors
Georgia
$275K +$3.37K +24 +1%
FFA
1223
Founders Financial Alliance
North Carolina
$275K – – –
EA
1224
Enclave Advisors
Texas
$274K -$421 -3 -0.2%
BWP
1225
BSW Wealth Partners
Colorado
$274K +$62.4K +445 +29%
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