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Paychex
PAYX

1,528 hedge funds and large institutions have $33.1B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 536 increasing their positions, 602 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $303M | Put options by funds: $128M

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

1% more funds holding

Funds holding: 1,506 → 1,528 (+22)

4% more capital invested

Capital invested by funds: $32B → $33.1B (+$1.13B)

0.38% more ownership

Funds ownership: 74.66% → 75.04% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

11% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 602

Holders
1,528
Holders Change
+22
Holders Change %
+1.46%
% of All Funds
22.01%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
112
Increased
536
Reduced
602
Closed
77
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$288M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Capital World Investors
Capital World Investors
California
+$183M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$96.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$95.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
2
Morgan Stanley
Morgan Stanley
New York
-$422M
3
Barclays
Barclays
United Kingdom
-$108M
4
Holocene Advisors
Holocene Advisors
New York
-$103M
5
Select Equity Group
Select Equity Group
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
1226
TOBAM
France
$227K +$67.7K +558 +43%
JWWM
1227
Johnson & White Wealth Management
Pennsylvania
$225K -$20K -165 -8%
KBFS
1228
Kohmann Bosshard Financial Services
Ohio
$225K -$4K -33 -2%
RFN
1229
RDA Financial Network
Iowa
$225K -$2.79K -23 -1%
VAM
1230
Verity Asset Management
North Carolina
$225K -$3.03K -25 -1%
GEA
1231
Glen Eagle Advisors
New Jersey
$224K +$6.07K +50 +3%
PIA
1232
Pinion Investment Advisors
Kansas
$224K -$139K -1,145 -39%
PWP
1233
Phillips Wealth Planners
Mississippi
$221K -$1.33K -11 -0.6%
BCM
1234
Becker Capital Management
Oregon
$221K – – –
PIM
1235
Provident Investment Management
Michigan
$221K – – –
NF
1236
Nikulski Financial
Iowa
$220K +$218K +1,795 New
EIA
1237
Edgemoor Investment Advisors
Maryland
$220K – – –
AF
1238
Advisornet Financial
Minnesota
$219K +$5.22K +43 +2%
ACM
1239
Ategra Capital Management
Virginia
$219K – – –
TCOT
1240
Trust Company of Toledo
Ohio
$218K +$3.28K +27 +2%
SAM
1241
SignalPoint Asset Management
Missouri
$218K +$364 +3 +0.2%
WBC
1242
Westpac Banking Corp
Australia
$218K +$850 +7 +0.4%
SCI
1243
S&CO Inc
Massachusetts
$217K – – –
LI
1244
LMCG Investments
Massachusetts
$215K – – –
VCG
1245
Vantage Consulting Group
Virginia
$215K +$212K +1,750 New
MFIM
1246
Mesirow Financial Investment Management
Illinois
$215K -$61K -503 -22%
EWM
1247
Empirical Wealth Management
Washington
$214K -$7.28K -60 -3%
WG
1248
Wealth Group
North Carolina
$214K +$211K +1,740 New
SC
1249
Syon Capital
California
$214K +$211K +1,741 New
WF
1250
Wayfinding Financial
Washington
$212K +$4.61K +38 +2%
48 49
50
51 52

PAYX Hedge Fund Activity: Q1 2024 in Review

1,528 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2024, worth a combined $33.1B — up 3.5% from $32B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PAYX positions and 77 closed out — a net gain of 35 holders — while 536 added to existing stakes and 602 trimmed.

The largest buyer was Capital International Investors, adding an estimated $288M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,528 institutional investors held Paychex (PAYX) as of Q1 2024, up from 1,506 in Q4 2023.
  • Funds reported $33.1B of Paychex stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 112 funds opened new Paychex positions in Q1 2024 and 77 closed out, a net change of +35 holders.
  • The largest Paychex buyer in Q1 2024 was Capital International Investors, an estimated $288M added.
  • The largest Paychex seller in Q1 2024 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2024.