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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 %
PIM
1226
Provident Investment Management
Michigan
$221K – – –
NF
1227
Nikulski Financial
Iowa
$220K +$220K +1,795 New
EIA
1228
Edgemoor Investment Advisors
Maryland
$220K – – –
AF
1229
Advisornet Financial
Minnesota
$219K +$5.28K +43 +2%
ACM
1230
Ategra Capital Management
Virginia
$219K – – –
TCOT
1231
Trust Company of Toledo
Ohio
$218K +$3.32K +27 +2%
SAM
1232
SignalPoint Asset Management
Missouri
$218K +$368 +3 +0.2%
WBC
1233
Westpac Banking Corp
Australia
$218K +$860 +7 +0.4%
SCI
1234
S&CO Inc
Massachusetts
$217K – – –
LI
1235
LMCG Investments
Massachusetts
$215K – – –
VCG
1236
Vantage Consulting Group
Virginia
$215K +$215K +1,750 New
MFIM
1237
Mesirow Financial Investment Management
Illinois
$215K -$61.8K -503 -22%
EWM
1238
Empirical Wealth Management
Washington
$214K -$7.37K -60 -3%
WG
1239
Wealth Group
North Carolina
$214K +$214K +1,740 New
SC
1240
Syon Capital
California
$214K +$214K +1,741 New
WF
1241
Wayfinding Financial
Washington
$212K +$4.6K +38 +2%
UL
1242
Unionview LLC
Washington
$211K – – –
TWM
1243
Tradition Wealth Management
Minnesota
$210K +$6.63K +54 +3%
ETIA
1244
Epic Trust Investment Advisors
Washington
$210K +$210K +1,710 New
MCM
1245
Monument Capital Management
Virginia
$210K -$9.09K -74 -4%
SB
1246
Strategic Blueprint
Georgia
$209K +$209K +1,701 New
WTA
1247
Washington Trust Advisors
Massachusetts
$209K – – –
NLP
1248
Next Level Private
New York
$209K +$209K +1,698 New
KWMG
1249
King Wealth Management Group
Florida
$208K – – –
SIM
1250
Sentry Investment Management
Wisconsin
$207K – – –
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50
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