PAYX icon

Paychex
PAYX

Overview Fund Activity

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$222M
2
Federated Hermes
Federated Hermes
Pennsylvania
$178M
3
Ameriprise
Ameriprise
Minnesota
$189M
4
Goldman Sachs
Goldman Sachs
New York
$316M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.31B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.96B
2
Capital World Investors
Capital World Investors
California
$0
3
Millennium Management
Millennium Management
New York
$72M
4
Lazard Asset Management
Lazard Asset Management
New York
$11.6M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
1401
JNBA Financial Advisors
Minnesota
$6K +$5.19K +45 +643%
AWM
1402
Abound Wealth Management
Tennessee
$5.43K – – –
SIS
1403
Sound Income Strategies
Florida
$5.19K -$3.23K -28 -38%
SSG
1404
Summit Securities Group
New York
$5K -$3.63K -29 -42%
NRG
1405
Nemes Rush Group
Michigan
$4.5K +$461 +4 +11%
CNBTD
1406
Citizens National Bank Trust Department
Mississippi
$4.38K +$4.38K +38 New
NCM
1407
Northwest Capital Management
Oregon
$4.04K – – –
WAS
1408
Winch Advisory Services
Wisconsin
$4K -$4.9K -38 -55%
TVWM
1409
Tower View Wealth Management
Wisconsin
$4K – – –
JGIA
1410
Jackson Grant Investment Advisers
Connecticut
$3.92K – – –
DWA
1411
Delos Wealth Advisors
Texas
$3.79K – – –
CCM
1412
Copeland Capital Management
Pennsylvania
$3.35K – – –
TC
1413
Truvestments Capital
Florida
$3.35K – – –
CPG
1414
Cornerstone Planning Group
New Jersey
$3.11K – – –
MCM
1415
Magnolia Capital Management
New York
$3K – – –
SC
1416
Stephens Consulting
Michigan
$3K – – –
IHWM
1417
Iron Horse Wealth Management
Iowa
$3K +$1.04K +9 +53%
AFS
1418
Annapolis Financial Services
Maryland
$2.77K – – –
QL
1419
Quarry LP
New York
$2.65K +$2.65K +23 New
CP
1420
Castleview Partners
Texas
$2.54K -$8.88K -77 -78%
TCA
1421
Trifecta Capital Advisors
Illinois
$2.19K – – –
KFP
1422
KB Financial Partners
New Jersey
$2K – – –
CTB
1423
Country Trust Bank
Illinois
$1.85K – – –
HWP
1424
Highline Wealth Partners
California
$1.27K – – –
AWA
1425
Authentikos Wealth Advisory
California
$1.27K +$1.27K +11 New
55 56
57
58 59