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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 %
MCM
1276
Monument Capital Management
Virginia
$240K +$10.1K +72 +4%
ZF
1277
Zhang Financial
Michigan
$240K +$6.45K +46 +3%
AAS
1278
Ameritas Advisory Services
Nebraska
$240K +$24K +171 +11%
HIW
1279
Holos Integrated Wealth
Pennsylvania
$239K +$239K +1,707 New
OCG
1280
Opus Capital Group
Ohio
$237K -$53.8K -384 -18%
IAP
1281
Indie Asset Partners
Indiana
$236K -$79.1K -564 -25%
LA
1282
Legacy Advisors
Pennsylvania
$235K -$69K -492 -23%
MWPCG
1283
Measured Wealth Private Client Group
New Hampshire
$235K – – –
CWG
1284
Cornerstone Wealth Group
North Carolina
$234K +$701 +5 +0.3%
CFB
1285
Cullen/Frost Bankers
Texas
$232K +$8.27K +59 +4%
ACM
1286
Allred Capital Management
Texas
$232K – – –
BIM
1287
Baldwin Investment Management
Pennsylvania
$231K – – –
ETS
1288
ESL Trust Services
New York
$231K +$196K +1,400 +560%
MMCM
1289
Murphy & Mullick Capital Management
New York
$231K +$231K +1,648 New
TWM
1290
TCFG Wealth Management
California
$231K -$3.23K -23 -1%
GEA
1291
Glen Eagle Advisors
New Jersey
$230K -$6.31K -45 -3%
CA
1292
Cullinan Associates
Kentucky
$229K -$177K -1,264 -44%
IF
1293
Intrua Financial
Texas
$229K +$7.85K +56 +4%
SAM
1294
SignalPoint Asset Management
Missouri
$229K -$13.6K -97 -6%
VNA
1295
Valley National Advisers
Pennsylvania
$229K – – –
SGI
1296
Summit Global Investments
Utah
$229K +$1.12K +8 +0.5%
CAM
1297
Cidel Asset Management
Ontario, Canada
$229K +$12.5K +89 +6%
GIM
1298
Goelzer Investment Management
Indiana
$229K – – –
BONH
1299
Bank of New Hampshire
New Hampshire
$229K – – –
VAM
1300
Verity Asset Management
North Carolina
$228K -$228K -1,633 -50%
50 51
52
53 54