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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 %
VAG
1376
VisionPoint Advisory Group
Texas
$164K -$5.13K -37 -3%
SIC
1377
Salem Investment Counselors
North Carolina
$157K – – –
BC
1378
Barrett & Company
Rhode Island
$157K – – –
MA
1379
MCF Advisors
Kentucky
$156K +$7.43K +53 +5%
KBFS
1380
Kohmann Bosshard Financial Services
Ohio
$150K -$81.6K -582 -35%
DMBA
1381
Deseret Mutual Benefit Administrators
Utah
$150K -$2.8K -20 -2%
AA
1382
Addison Advisors
Vermont
$148K +$14K +100 +10%
RWM
1383
Rialto Wealth Management
New York
$145K +$145K +1,035 New
CWM
1384
Centricity Wealth Management
Ohio
$142K +$142K +1,014 New
PP
1385
Pingora Partners
Wyoming
$140K – – –
NL
1386
NVWM LLC
Pennsylvania
$140K – – –
MBFW
1387
Morton Brown Family Wealth
Pennsylvania
$138K – – –
AIC
1388
Archer Investment Corporation
Indiana
$137K -$1.26K -9 -0.9%
Loomis, Sayles & Company
1389
Loomis, Sayles & Company
Massachusetts
$136K +$50.9K +362 +60%
DAM
1390
Delta Asset Management
Tennessee
$136K – – –
HCM
1391
Hollencrest Capital Management
California
$135K – – –
LFA
1392
LGT Financial Advisors
Texas
$133K +$421 +3 +0.3%
CH
1393
Cromwell Holdings
Wyoming
$131K – – –
QC
1394
Quent Capital
New York
$128K +$2.1K +15 +2%
MWM
1395
Mascoma Wealth Management
New Hampshire
$128K +$280 +2 +0.2%
BWAM
1396
Boyd Watterson Asset Management
Ohio
$127K – – –
LCM
1397
Logan Capital Management
Pennsylvania
$124K +$421 +3 +0.3%
SIS
1398
Sound Income Strategies
Florida
$123K +$8.7K +62 +8%
OA
1399
Operose Advisors
Wisconsin
$122K – – –
EBA
1400
Eagle Bay Advisors
New York
$122K -$2.67K -19 -2%
54 55
56
57 58