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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 %
OBWP
1276
O'Brien Wealth Partners
Massachusetts
$179K – – –
OIA
1277
Optimum Investment Advisors
Illinois
$178K – – –
CAL
1278
Capital Advisors Ltd
Ohio
$174K -$492 -4 -0.3%
DSC
1279
Duncker Streett & Co
Missouri
$174K +$614 +5 +0.4%
AWM
1280
Avior Wealth Management
Nebraska
$173K +$98.5K +802 +132%
CFD
1281
Creative Financial Designs
Indiana
$172K -$29.1K -237 -14%
GA
1282
GoalVest Advisory
New York
$166K +$22.1K +180 +15%
PP
1283
Paloma Partners
Connecticut
$162K +$162K +1,320 New
EPW
1284
Evergreen Private Wealth
Colorado
$162K +$16.1K +131 +11%
BCM
1285
Blume Capital Management
California
$161K -$8.11K -66 -5%
HCM
1286
Hollencrest Capital Management
California
$161K +$20.9K +170 +15%
OSNBOA
1287
Old Second National Bank of Aurora
Illinois
$157K – – –
CFO
1288
CVA Family Office
Colorado
$156K +$491 +4 +0.3%
GAG
1289
Goodman Advisory Group
Massachusetts
$152K – – –
MHR
1290
Matthew Hamilton Rosenberg
$150K – – –
VIA
1291
Virtus Investment Advisers
Connecticut
$150K -$61.4K -500 -29%
LI
1292
Louisbourg Investments
New Brunswick, Canada
$147K – – –
DMBA
1293
Deseret Mutual Benefit Administrators
Utah
$144K +$14.9K +121 +11%
SIC
1294
Salem Investment Counselors
North Carolina
$138K +$20.3K +165 +17%
BC
1295
Barrett & Company
Rhode Island
$138K – – –
SL
1296
Salomon & Ludwin
Virginia
$135K -$55.1K -449 -29%
BCP
1297
Blue Chip Partners
Michigan
$134K -$11.2K -91 -8%
BTI
1298
Blue Trust Inc
Georgia
$131K -$54.8K -446 -29%
DAM
1299
Delta Asset Management
Tennessee
$126K – – –
USB
1300
Union Savings Bank
Connecticut
$123K +$18.4K +150 +18%
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52
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