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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
A
1276
AJOVista
Massachusetts
$200K – – –
GIM
1277
Goelzer Investment Management
Indiana
$200K +$198K +1,630 New
CUAMC
1278
China Universal Asset Management Company
China
$200K +$110K +908 +126%
CFB
1279
Cullen/Frost Bankers
Texas
$199K -$74.4K -613 -27%
ITIM
1280
Indiana Trust & Investment Management
Indiana
$193K – – –
PCM
1281
Penserra Capital Management
California
$185K -$171K -1,409 -48%
MCAI
1282
Members Capital Advisors Inc
Wisconsin
$184K – – –
TFM
1283
TFC Financial Management
Massachusetts
$182K +$243 +2 +0.1%
ST
1284
Smithfield Trust
Pennsylvania
$181K -$3.64K -30 -2%
OBWP
1285
O'Brien Wealth Partners
Massachusetts
$179K – – –
OIA
1286
Optimum Investment Advisors
Illinois
$178K – – –
CAL
1287
Capital Advisors Ltd
Ohio
$174K -$485 -4 -0.3%
DSC
1288
Duncker Streett & Co
Missouri
$174K +$607 +5 +0.4%
AWM
1289
Avior Wealth Management
Nebraska
$173K +$97.3K +802 +132%
CFD
1290
Creative Financial Designs
Indiana
$172K -$28.8K -237 -14%
GA
1291
GoalVest Advisory
New York
$166K +$21.8K +180 +15%
PP
1292
Paloma Partners
Connecticut
$162K +$160K +1,320 New
EPW
1293
Evergreen Private Wealth
Colorado
$162K +$15.9K +131 +11%
BCM
1294
Blume Capital Management
California
$161K -$8.01K -66 -5%
HCM
1295
Hollencrest Capital Management
California
$161K +$20.6K +170 +15%
OSNBOA
1296
Old Second National Bank of Aurora
Illinois
$157K – – –
CFO
1297
CVA Family Office
Colorado
$156K +$485 +4 +0.3%
GAG
1298
Goodman Advisory Group
Massachusetts
$152K – – –
MHR
1299
Matthew Hamilton Rosenberg
$150K – – –
VIA
1300
Virtus Investment Advisers
Connecticut
$150K -$60.7K -500 -29%
50 51
52
53 54

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.