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Paychex
PAYX

1,528 hedge funds and large institutions have $33.1B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 536 increasing their positions, 602 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $303M | Put options by funds: $128M

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

1% more funds holding

Funds holding: 1,506 → 1,528 (+22)

4% more capital invested

Capital invested by funds: $32B → $33.1B (+$1.13B)

0.38% more ownership

Funds ownership: 74.66% → 75.04% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

11% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 602

Holders
1,528
Holders Change
+22
Holders Change %
+1.46%
% of All Funds
22.01%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
112
Increased
536
Reduced
602
Closed
77
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$288M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Capital World Investors
Capital World Investors
California
+$183M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$96.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$95.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
2
Morgan Stanley
Morgan Stanley
New York
-$422M
3
Barclays
Barclays
United Kingdom
-$108M
4
Holocene Advisors
Holocene Advisors
New York
-$103M
5
Select Equity Group
Select Equity Group
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1376
Grove Bank & Trust
Florida
$47.3K -$220K -1,815 -83%
DF
1377
DecisionPoint Financial
Arizona
$47.3K – – –
CWAF
1378
Core Wealth Advisors (Florida)
Florida
$46.8K – – –
SN
1379
Sittner & Nelson
Oregon
$46.5K – – –
FRA
1380
Front Row Advisors
California
$46.2K +$45.6K +376 New
FCT
1381
First Community Trust
Iowa
$45.6K -$3.52K -29 -7%
T
1382
Tidemark
California
$45.1K +$3.76K +31 +9%
CM
1383
Castleark Management
Illinois
$44.2K – – –
TFA
1384
Toth Financial Advisory
Virginia
$43.8K -$4.98K -41 -10%
PFSC
1385
Peoples Financial Services Corp
Pennsylvania
$43.5K – – –
CT
1386
Clearstead Trust
Maine
$42.7K +$364 +3 +0.9%
CCA
1387
Catalyst Capital Advisors
New York
$42.2K +$607 +5 +1%
JWA
1388
JFS Wealth Advisors
Pennsylvania
$41.5K -$1.33K -11 -3%
FDCP
1389
Foster Dykema Cabot & Partners
Massachusetts
$41.1K – – –
CCA
1390
Criterion Capital Advisors
Tennessee
$39.8K -$1.94K -16 -5%
MRCM
1391
M&R Capital Management
New Jersey
$39.3K – – –
CMA
1392
Cedar Mountain Advisors
Oregon
$39K +$243 +2 +0.6%
HDIM
1393
Hanson & Doremus Investment Management
Vermont
$38K +$1.09K +9 +3%
CIA
1394
Cape Investment Advisory
Georgia
$37.6K -$12.1K -100 -25%
CB
1395
CNB Bank
Pennsylvania
$36.8K – – –
MSFP
1396
Mark Sheptoff Financial Planning
Connecticut
$36.8K – – –
FGA
1397
Fortis Group Advisors
New Jersey
$36.6K -$36.2K -298 -50%
BAM
1398
Bellevue Asset Management
Washington
$36.6K – – –
DFA
1399
DHJJ Financial Advisors
Illinois
$35.1K – – –
OAJ
1400
Ogorek Anthony Joseph
New York
$35K – – –
54 55
56
57 58

PAYX Hedge Fund Activity: Q1 2024 in Review

1,528 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2024, worth a combined $33.1B — up 3.5% from $32B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PAYX positions and 77 closed out — a net gain of 35 holders — while 536 added to existing stakes and 602 trimmed.

The largest buyer was Capital International Investors, adding an estimated $288M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,528 institutional investors held Paychex (PAYX) as of Q1 2024, up from 1,506 in Q4 2023.
  • Funds reported $33.1B of Paychex stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 112 funds opened new Paychex positions in Q1 2024 and 77 closed out, a net change of +35 holders.
  • The largest Paychex buyer in Q1 2024 was Capital International Investors, an estimated $288M added.
  • The largest Paychex seller in Q1 2024 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2024.