PAYX icon

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 %
Los Angeles Capital Management
1301
Los Angeles Capital Management
California
$228K -$644K -4,593 -74%
Marshall Wace
1302
Marshall Wace
United Kingdom
$227K +$227K +1,621 New
TW
1303
TritonPoint Wealth
Maryland
$227K +$421 +3 +0.2%
TWM
1304
Tradition Wealth Management
Minnesota
$226K -$19.2K -137 -8%
CCM
1305
Chaney Capital Management
Washington
$226K – – –
MFA
1306
Mayflower Financial Advisors
Massachusetts
$226K +$841 +6 +0.4%
HJGA
1307
Hardman Johnston Global Advisors
Connecticut
$224K – – –
WOC
1308
West Oak Capital
California
$224K – – –
KWMG
1309
King Wealth Management Group
Florida
$224K – – –
AWM
1310
Ariadne Wealth Management
California
$224K +$224K +1,512 New
LWL
1311
Leo Wealth LLC
Texas
$222K +$222K +1,587 New
FCB
1312
First County Bank
Connecticut
$222K +$222K +1,581 New
CFO
1313
CVA Family Office
Colorado
$222K +$26.9K +192 +14%
KA
1314
Kovack Advisors
Florida
$221K +$221K +1,575 New
CC
1315
Cornerstone Capital
California
$221K -$9.11K -65 -4%
IC
1316
Iconiq Capital
California
$220K +$220K +1,572 New
ITIM
1317
Indiana Trust & Investment Management
Indiana
$220K – – –
LOPW
1318
Live Oak Private Wealth
North Carolina
$220K – – –
SSB
1319
Sandy Spring Bank
Maryland
$219K +$137K +979 +167%
MFS
1320
Madrona Financial Services
Washington
$217K +$1.54K +11 +0.7%
VC
1321
Veery Capital
Delaware
$216K – – –
JWWM
1322
Johnson & White Wealth Management
Pennsylvania
$216K +$216K +1,559 New
OL
1323
one8zero8 LLC
North Carolina
$216K +$216K +1,540 New
SFG
1324
SNS Financial Group
Minnesota
$216K +$421 +3 +0.2%
BWG
1325
Berry Wealth Group
Texas
$216K +$216K +1,539 New
51 52
53
54 55