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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 %
PWP
1226
Phillips Wealth Planners
Mississippi
$274K -$4.31K -31 -2%
AWA
1227
Aaron Wealth Advisors
Illinois
$273K +$8.83K +63 +3%
AA
1228
Advisory Alpha
Michigan
$273K +$273K +1,947 New
EFG
1229
Ethos Financial Group
Pennsylvania
$273K -$982 -7 -0.4%
MSAM
1230
Moloney Securities Asset Management
Missouri
$273K – – –
C
1231
Covestor
United Kingdom
$272K -$40.4K -288 -13%
VDI
1232
Vaughan David Investments
Illinois
$272K – – –
NF
1233
Nikulski Financial
Iowa
$271K – – –
RWM
1234
Rockline Wealth Management
New York
$270K – – –
SIM
1235
Stratos Investment Management
Ohio
$270K -$140K -998 -34%
MWA
1236
Midland Wealth Advisors
Illinois
$269K – – –
SAM
1237
Smartleaf Asset Management
Massachusetts
$269K +$93.5K +668 +53%
BCM
1238
Becker Capital Management
Oregon
$268K – – –
WIC
1239
Wilkins Investment Counsel
Massachusetts
$268K – – –
FAFN
1240
First Affirmative Financial Network
Colorado
$267K -$16.7K -119 -6%
TCA
1241
Transcend Capital Advisors
New Jersey
$267K +$561 +4 +0.2%
BTWM
1242
Brass Tax Wealth Management
Ohio
$267K -$30.8K -220 -10%
CB
1243
Centennial Bank
Arkansas
$267K -$8.55K -61 -3%
SG
1244
StoneX Group
New York
$267K +$267K +1,901 New
SI
1245
Sava Infond
Slovenia
$266K +$266K +1,900 New
DT
1246
Diversified Trust
Tennessee
$266K -$6.59K -47 -2%
AFA
1247
AA Financial Advisors
Ohio
$265K – – –
CAWM
1248
Capital Advisors Wealth Management
Washington
$264K – – –
SIC
1249
Schwartz Investment Counsel
Michigan
$263K – – –
BFW
1250
Brady Family Wealth
Missouri
$263K -$1.12K -8 -0.4%
48 49
50
51 52