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Paychex
PAYX

Overview Fund Activity

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$502M
3
Millennium Management
Millennium Management
New York
$116M
4
Capital International Investors
Capital International Investors
California
$1.67B
5
BG
Bahl & Gaynor
Ohio
$255M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11M
2
Marshall Wace
Marshall Wace
United Kingdom
$83M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$25.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$178M
5
Parnassus Investments
Parnassus Investments
California
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
1401
Annapolis Financial Services
Maryland
$2.75K +$2.75K +24 New
AWM
1402
Accel Wealth Management
Iowa
$2.66K – – –
SSC
1403
Syverson Strege & Co
Iowa
$2.41K +$2.41K +21 New
ARS
1404
Adirondack Retirement Specialists
New York
$2.31K – – –
TCA
1405
Trifecta Capital Advisors
Illinois
$2.18K – – –
LIM
1406
Longfellow Investment Management
Massachusetts
$2.06K – – –
IHWM
1407
Iron Horse Wealth Management
Iowa
$1.95K +$1.95K +17 New
CTB
1408
Country Trust Bank
Illinois
$1.83K +$1.83K +16 New
HWP
1409
Highline Wealth Partners
California
$1.26K – – –
PA
1410
PSI Advisors
Florida
$1.15K -$3.78K -33 -77%
GFWA
1411
Grey Fox Wealth Advisors
Delaware
$1.15K +$1.15K +10 New
SSG
1412
Summit Securities Group
New York
$1K -$49K -392 -98%
AP
1413
Arlington Partners
Alabama
$917 +$917 +8 New
JFA
1414
JNBA Financial Advisors
Minnesota
$803 +$803 +7 New
TWD
1415
True Wealth Design
Ohio
$573 – – –
TF
1416
TimeScale Financial
Massachusetts
$521 +$104 +1 +25%
ACA
1417
Atlas Capital Advisors
Wyoming
$458 – – –
ECM
1418
Everence Capital Management
Indiana
$382 -$343 -2,990 -47%
FSWA
1419
Financial Synergies Wealth Advisors
Texas
$344 – – –
Kayne Anderson Rudnick Investment Management
1420
Kayne Anderson Rudnick Investment Management
California
$115 +$115 +1 New
SFCL
1421
Strengthening Families & Communities LLC
Massachusetts
$78 +$1 +5 +0.7%
FGAM
1422
Financial Gravity Asset Management
Texas
$2 – -1 -0.9%
N
1423
Natixis
France
– -$39.2M -339,616 Closed
TC
1424
TwinBeech Capital
New York
– -$34.1M -295,201 Closed
PR
1425
Payden & Rygel
California
– -$27.6M -239,230 Closed
55 56
57
58 59