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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 %
AA
1301
Alta Advisers
United Kingdom
$123K – – –
PP
1302
Pingora Partners
Wyoming
$123K – – –
MBFW
1303
Morton Brown Family Wealth
Pennsylvania
$123K – – –
NL
1304
NVWM LLC
Pennsylvania
$123K +$614 +5 +0.5%
AA
1305
Addison Advisors
Vermont
$118K – – –
SWA
1306
SOA Wealth Advisors
New York
$117K +$737 +6 +0.6%
BWAM
1307
Boyd Watterson Asset Management
Ohio
$116K – – –
MWM
1308
Mascoma Wealth Management
New Hampshire
$112K -$9.95K -81 -8%
MA
1309
MCF Advisors
Kentucky
$110K +$59.6K +485 +117%
QC
1310
Quent Capital
New York
$110K -$4.05K -33 -4%
ME
1311
McIlrath & Eck
Washington
$109K +$14.1K +115 +15%
LCM
1312
Logan Capital Management
Pennsylvania
$108K -$33.8K -275 -24%
EBA
1313
Eagle Bay Advisors
New York
$108K -$614 -5 -0.6%
MFT
1314
Moisand Fitzgerald Tamayo
Florida
$108K -$51.6K -420 -32%
AIC
1315
Archer Investment Corporation
Indiana
$108K – – –
SIS
1316
Sound Income Strategies
Florida
$108K -$41K -334 -28%
OA
1317
Operose Advisors
Wisconsin
$107K – – –
ADL
1318
Asset Dedication LLC
California
$106K -$15.6K -128 -13%
UFF
1319
USA Financial Formulas
Michigan
$103K +$7.25K +59 +8%
SOW
1320
State of Wyoming
Wyoming
$98.2K -$112K -912 -53%
DJSG
1321
D.J. St. Germain
Massachusetts
$96.8K – – –
FMTCOCP
1322
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K +$21.6K +175 +29%
FCA
1323
FinTrust Capital Advisors
South Carolina
$94.8K – – –
AAG
1324
Armstrong Advisory Group
Massachusetts
$92.5K – – –
RFS
1325
Richardson Financial Services
Massachusetts
$91.5K – – –
51 52
53
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