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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 %
MFG
1401
Menard Financial Group
Texas
$120K +$120K +859 New
SWA
1402
SOA Wealth Advisors
New York
$119K +$701 +5 +0.6%
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$106K +$14.3K +102 +16%
OIA
1404
Optimum Investment Advisors
Illinois
$105K – – –
HBW
1405
Hazlett, Burt & Watson
West Virginia
$101K – – –
LFG
1406
Larson Financial Group
Missouri
$101K +$14.6K +104 +17%
FMTCOCP
1407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K – – –
VC
1408
Vestor Capital
Illinois
$97K +$28.4K +203 +41%
BCWM
1409
Bartlett & Co Wealth Management
Ohio
$96.5K – – –
AWM
1410
Avior Wealth Management
Nebraska
$95.2K +$421 +3 +0.4%
SNB
1411
Security National Bank
Nebraska
$94.6K – – –
PAM
1412
Parvin Asset Management
South Dakota
$93.9K +$93.9K +670 New
CH
1413
Canton Hathaway
Rhode Island
$91K – – –
CCA
1414
Catalyst Capital Advisors
New York
$90K -$10.1K -72 -10%
MTIC
1415
Missouri Trust & Investment Company
Missouri
$89.3K -$1.4K -10 -2%
ADL
1416
Asset Dedication LLC
California
$88.9K -$2.24K -16 -2%
GPI
1417
General Partner Inc
Pennsylvania
$86.7K – – –
CA
1418
Continuum Advisory
Idaho
$84.7K -$561 -4 -0.7%
HFS
1419
Hopwood Financial Services
Virginia
$84.1K +$84.1K +600 New
RIL
1420
Rothschild Investment LLC
Illinois
$84K +$2.1K +15 +3%
MFT
1421
Moisand Fitzgerald Tamayo
Florida
$82K -$11.9K -85 -13%
ANBT
1422
American National Bank & Trust
Texas
$79.6K +$52.4K +374 +193%
DWM
1423
Darwin Wealth Management
Florida
$79.6K -$9.41K -67 -11%
DF
1424
Dunhill Financial
United Kingdom
$79.2K +$36K +257 +83%
MMG
1425
Monetary Management Group
Missouri
$77.1K – – –
55 56
57
58 59