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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
LF
1451
LifeSteps Financial
California
$12.5K +$12.4K +102 New
AWM
1452
AllSquare Wealth Management
New York
$12.3K – – –
NF
1453
Norwood Financial
Pennsylvania
$12.3K – – –
SGC
1454
Slocum, Gordon & Co
Rhode Island
$12.3K – – –
TFGT
1455
TS Financial Group (TSFG)
Illinois
$12K +$12.3K +101 New
VWM
1456
Venturi Wealth Management
Texas
$11.5K -$8.13K -67 -42%
PO
1457
Private Ocean
California
$11.3K +$2.19K +18 +24%
ATC
1458
Adirondack Trust Company
New York
$11.3K – – –
SC
1459
Solstein Capital
California
$11.2K – – –
RTL
1460
Red Tortoise LLC
Georgia
$10.4K – – –
S
1461
Sachetta
Massachusetts
$10.2K – – –
EWM
1462
Evermay Wealth Management
Virginia
$9.82K -$364 -3 -4%
LWA
1463
Lowe Wealth Advisors
Maryland
$9.82K – – –
FIM
1464
Fernwood Investment Management
Massachusetts
$9.82K +$9.71K +80 New
VCM
1465
Versant Capital Management
Arizona
$9.46K -$364 -3 -4%
OP
1466
ORG Partners
Indiana
$9.25K -$50.7K -418 -85%
AA
1467
Ancora Advisors
Ohio
$9.09K – – –
Fuller & Thaler Asset Management
1468
Fuller & Thaler Asset Management
California
$8.84K – – –
FWA
1469
FSC Wealth Advisors
New York
$8.72K -$121 -1 -1%
MSG
1470
Main Street Group
Virginia
$8.63K – – –
CFS
1471
CGC Financial Services
Oregon
$8.6K -$13.3K -110 -61%
CCMI
1472
Creative Capital Management Investments
California
$8.6K – – –
KA
1473
Kozak & Associates
Colorado
$8.54K – – –
RFA
1474
Register Financial Advisors
Georgia
$8.35K +$8.25K +68 New
FPFS
1475
First Personal Financial Services
North Carolina
$8.11K -$3.03K -25 -27%
57 58
59
60 61

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.