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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 %
HPM
1351
Hoxton Planning & Management
West Virginia
$205K +$205K +1,462 New
ST
1352
Smithfield Trust
Pennsylvania
$205K – – –
CASB
1353
Cape Ann Savings Bank
Massachusetts
$204K +$204K +1,457 New
BRA
1354
Bender Robert & Associates
California
$204K +$204K +1,455 New
SBIA
1355
Sheaff Brock Investment Advisors
Indiana
$204K +$204K +1,452 New
JIP
1356
Jaffetilchin Investment Partners
Florida
$202K +$561 +4 +0.3%
KMWM
1357
Keudell/Morrison Wealth Management
Oregon
$201K +$201K +1,437 New
CRI
1358
Colonial River Investments
Virginia
$201K +$201K +1,436 New
DSC
1359
Duncker Streett & Co
Missouri
$201K +$561 +4 +0.3%
ZIG
1360
Zullo Investment Group
Pennsylvania
$200K +$200K +1,429 New
CAL
1361
Capital Advisors Ltd
Ohio
$199K -$980 -7 -0.5%
AF
1362
Advisornet Financial
Minnesota
$195K -$57.5K -410 -23%
CFD
1363
Creative Financial Designs
Indiana
$195K – – –
GA
1364
GoalVest Advisory
New York
$195K +$5.61K +40 +3%
EPW
1365
Evergreen Private Wealth
Colorado
$185K -$140 -1 -0.1%
SIM
1366
Sentry Investment Management
Wisconsin
$185K -$30.1K -215 -14%
CSPIA
1367
Cary Street Partners Investment Advisory
Virginia
$185K -$1M -7,147 -84%
OSNBOA
1368
Old Second National Bank of Aurora
Illinois
$185K +$7.15K +51 +4%
OBWP
1369
O'Brien Wealth Partners
Massachusetts
$179K -$24.3K -173 -12%
BCM
1370
Blume Capital Management
California
$177K – – –
MHR
1371
Matthew Hamilton Rosenberg
$173K – – –
USB
1372
Union Savings Bank
Connecticut
$168K – – –
LI
1373
Louisbourg Investments
New Brunswick, Canada
$168K – – –
AAP
1374
Arax Advisory Partners
Colorado
$166K +$128K +912 +332%
PFG
1375
Putney Financial Group
California
$164K +$164K +1,170 New
53 54
55
56 57