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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 %
PFSC
1376
Peoples Financial Services Corp
Pennsylvania
$43.5K – – –
CT
1377
Clearstead Trust
Maine
$42.7K +$368 +3 +0.9%
CCA
1378
Catalyst Capital Advisors
New York
$42.2K +$614 +5 +1%
JWA
1379
JFS Wealth Advisors
Pennsylvania
$41.5K -$1.35K -11 -3%
FDCP
1380
Foster Dykema Cabot & Partners
Massachusetts
$41.1K – – –
CCA
1381
Criterion Capital Advisors
Tennessee
$39.8K -$1.97K -16 -5%
MRCM
1382
M&R Capital Management
New Jersey
$39.3K – – –
CMA
1383
Cedar Mountain Advisors
Oregon
$39K +$246 +2 +0.6%
HDIM
1384
Hanson & Doremus Investment Management
Vermont
$38K +$1.09K +9 +3%
CIA
1385
Cape Investment Advisory
Georgia
$37.6K -$12.3K -100 -25%
MSFP
1386
Mark Sheptoff Financial Planning
Connecticut
$36.8K – – –
CB
1387
CNB Bank
Pennsylvania
$36.8K – – –
FGA
1388
Fortis Group Advisors
New Jersey
$36.6K -$36.6K -298 -50%
BAM
1389
Bellevue Asset Management
Washington
$36.6K – – –
DFA
1390
DHJJ Financial Advisors
Illinois
$35.1K – – –
OAJ
1391
Ogorek Anthony Joseph
New York
$35K – – –
GJWM
1392
Gilliland Jeter Wealth Management
Arkansas
$34.9K +$34.9K +284 New
BWL
1393
Bogart Wealth LLC
Virginia
$34.3K +$2.09K +17 +6%
EA
1394
Evolution Advisers
Virginia
$34K – – –
PMFA
1395
Plante Moran Financial Advisors
Michigan
$33.5K -$50.3K -410 -60%
MAM
1396
MMA Asset Management
Pennsylvania
$31K +$31K +253 New
CCM
1397
Chilton Capital Management
Texas
$30.9K +$30.9K +252 New
IRC
1398
Investors Research Corp
Georgia
$30.8K – – –
ETS
1399
ESL Trust Services
New York
$30.7K +$30.7K +250 New
CWC
1400
Carolinas Wealth Consulting
North Carolina
$30.2K +$12.3K +100 +68%
54 55
56
57 58