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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 %
HBW
1326
Hazlett, Burt & Watson
West Virginia
$91K – – –
VAG
1327
VisionPoint Advisory Group
Texas
$90.7K +$35.6K +290 +65%
JWM
1328
Janiczek Wealth Management
Colorado
$88.5K +$2.58K +21 +3%
Optiver Holding
1329
Optiver Holding
Netherlands
$83.9K +$83.9K +683 New
SNB
1330
Security National Bank
Nebraska
$82.9K – – –
PFBT
1331
Parkside Financial Bank & Trust
Missouri
$80.4K +$1.11K +9 +1%
CH
1332
Canton Hathaway
Rhode Island
$80K – – –
MTIC
1333
Missouri Trust & Investment Company
Missouri
$79.5K -$5.28K -43 -6%
BCWM
1334
Bartlett & Co Wealth Management
Ohio
$79.2K – – –
FMB
1335
Field & Main Bank
Kentucky
$78K -$29.5K -240 -27%
GPI
1336
General Partner Inc
Pennsylvania
$75.5K +$75.5K +615 New
DI
1337
DAGCO Inc
Ohio
$74.4K +$74.4K +605 New
CBT
1338
CoreFirst Bank & Trust
Kansas
$73.7K – – –
WBC
1339
West Branch Capital
Massachusetts
$73.1K – – –
BCMLT
1340
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.7K +$39.9K +325 +122%
Loomis, Sayles & Company
1341
Loomis, Sayles & Company
Massachusetts
$71K -$5.78K -47 -8%
SSB
1342
Sandy Spring Bank
Maryland
$67.7K – – –
MMG
1343
Monetary Management Group
Missouri
$67.5K – – –
BL
1344
BFSG LLC
California
$67.2K – – –
AWM
1345
Atticus Wealth Management
Florida
$65.1K – – –
RIL
1346
Rothschild Investment LLC
Illinois
$65K +$2.46K +20 +4%
LFG
1347
Larson Financial Group
Missouri
$64.9K +$43.4K +353 +202%
HGERS
1348
Householder Group Estate & Retirement Specialist
Arizona
$62.4K +$123 +1 +0.2%
SWM
1349
Sugarloaf Wealth Management
Georgia
$61.8K – – –
PAM
1350
Paradigm Asset Management
New York
$61K – – –
52 53
54
55 56