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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
CWM
1426
Cedar Wealth Management
California
$20.5K – – –
LSA
1427
Leonteq Securities AG
Switzerland
$20.4K -$29.9K -246 -60%
WIM
1428
Westside Investment Management
California
$20.3K – – –
WOC
1429
West Oak Capital
California
$20K – – –
MCM
1430
MV Capital Management
Maryland
$19.6K +$485 +4 +3%
FCMT
1431
Founders Capital Management (Texas)
Texas
$19.3K – – –
TIM
1432
Thompson Investment Management
Wisconsin
$18.4K – – –
PWM
1433
Partnership Wealth Management
Maryland
$18.1K – – –
WIA
1434
Wetzel Investment Advisors
Indiana
$17.7K – – –
BIA
1435
Bell Investment Advisors
California
$17.4K -$485 -4 -3%
Simplex Trading
1436
Simplex Trading
Illinois
$17K -$2.1M -17,291 -99%
OPTFSNA
1437
Old Point Trust & Financial Services N A
Virginia
$16.5K – – –
TIM
1438
Tortoise Investment Management
New York
$16.1K – – –
KFP
1439
Keener Financial Planning
Texas
$16K +$15.4K +127 New
NBT
1440
Northwest Bank & Trust
Iowa
$15K – – –
Jones Financial Companies
1441
Jones Financial Companies
Missouri
$14.7K +$3.52K +29 +32%
CTA
1442
Colonial Trust Advisors
South Carolina
$14.6K +$13.8K +114 +2,280%
QL
1443
Quarry LP
New York
$14.2K +$14.1K +116 New
ATC
1444
Advantage Trust Company
Kansas
$14.1K – – –
PSB
1445
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
DCP
1446
Distillate Capital Partners
Illinois
$13.4K +$13.2K +109 New
CA
1447
Crewe Advisors
Utah
$13.3K +$13.1K +108 New
ANBT
1448
American National Bank & Trust
Texas
$13.3K -$34K -280 -72%
BGAI
1449
Bruce G. Allen Investments
Colorado
$13K +$728 +6 +6%
BBPWM
1450
Blue Bell Private Wealth Management
Pennsylvania
$13K +$1.09K +9 +9%
56 57
58
59 60

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.