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Paychex
PAYX

Overview Fund Activity

1,518 hedge funds and large institutions have $33B invested in Paychex in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 597 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+24
Holders Change %
+1.61%
% of All Funds
22%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
111
Increased
534
Reduced
597
Closed
75
Calls
$303M
Puts
$128M
Net Calls
+$174M
Net Calls Change
+$85.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$292M
2
Charles Schwab
Charles Schwab
California
+$283M
3
Capital World Investors
Capital World Investors
California
+$185M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$97.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$436M
2
Morgan Stanley
Morgan Stanley
New York
-$427M
3
Barclays
Barclays
United Kingdom
-$109M
4
Holocene Advisors
Holocene Advisors
New York
-$104M
5
Select Equity Group
Select Equity Group
New York
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1451
Sachetta
Massachusetts
$10.2K – – –
EWM
1452
Evermay Wealth Management
Virginia
$9.82K -$368 -3 -4%
LWA
1453
Lowe Wealth Advisors
Maryland
$9.82K – – –
FIM
1454
Fernwood Investment Management
Massachusetts
$9.82K +$9.82K +80 New
VCM
1455
Versant Capital Management
Arizona
$9.46K -$368 -3 -4%
OP
1456
ORG Partners
Indiana
$9.25K -$50.9K -418 -85%
AA
1457
Ancora Advisors
Ohio
$9.09K – – –
Fuller & Thaler Asset Management
1458
Fuller & Thaler Asset Management
California
$8.84K – – –
FWA
1459
FSC Wealth Advisors
New York
$8.72K -$123 -1 -1%
MSG
1460
Main Street Group
Virginia
$8.64K – – –
CFS
1461
CGC Financial Services
Oregon
$8.6K -$13.5K -110 -61%
CCMI
1462
Creative Capital Management Investments
California
$8.6K – – –
KA
1463
Kozak & Associates
Colorado
$8.54K – – –
RFA
1464
Register Financial Advisors
Georgia
$8.35K +$8.35K +68 New
FPFS
1465
First Personal Financial Services
North Carolina
$8.11K -$3.07K -25 -27%
TSWM
1466
Tyler-Stone Wealth Management
Ohio
$7.98K -$9.46K -77 -54%
VWA
1467
Valued Wealth Advisors
Utah
$7.73K +$613 +5 +9%
CHC
1468
City Holding Co
West Virginia
$7.37K – – –
JAM
1469
JCIC Asset Management
Ontario, Canada
$7.37K – – –
MAM
1470
Meeder Asset Management
Ohio
$7K +$7K +57 New
AWM
1471
Abound Wealth Management
Tennessee
$6.89K +$123 +1 +2%
APC
1472
Aspire Private Capital
North Carolina
$6.56K +$124 +1 +2%
RWPA
1473
Richard W. Paul & Associates
Michigan
$6.02K – – –
PA
1474
Pineridge Advisors
Missouri
$5.28K – – –
NRG
1475
Nemes Rush Group
Michigan
$5.16K – – –
57 58
59
60 61