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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 %
BGAI
1451
Bruce G. Allen Investments
Colorado
$55.5K -$982 -7 -2%
DF
1452
DecisionPoint Financial
Arizona
$55.2K – – –
TCM
1453
TruNorth Capital Management
Michigan
$54.4K – – –
RFS
1454
Richardson Financial Services
Massachusetts
$53.2K -$51.1K -365 -49%
SN
1455
Sittner & Nelson
Oregon
$53.1K – – –
FRA
1456
Front Row Advisors
California
$52.7K – – –
FCT
1457
First Community Trust
Iowa
$52K – – –
CM
1458
Castleark Management
Illinois
$50.5K – – –
TFA
1459
Toth Financial Advisory
Virginia
$50.1K – – –
CT
1460
Clearstead Trust
Maine
$49.8K +$281 +2 +0.6%
PFSC
1461
Peoples Financial Services Corp
Pennsylvania
$46.4K – – –
CMA
1462
Cedar Mountain Advisors
Oregon
$45.5K +$281 +2 +0.6%
T
1463
Transce3nd
Texas
$44.5K +$44.5K +317 New
PGAM
1464
Princeton Global Asset Management
New Jersey
$44.2K +$16.3K +116 +58%
WI
1465
Wintrust Investments
Illinois
$44K -$2.79K -20 -6%
T
1466
Tidemark
California
$43.6K – – –
OIAM
1467
OFI Invest Asset Management
France
$43.1K +$43.1K +318 New
MSFP
1468
Mark Sheptoff Financial Planning
Connecticut
$42.1K – – –
CB
1469
CNB Bank
Pennsylvania
$42.1K – – –
CHC
1470
City Holding Co
West Virginia
$42.1K +$42.1K +300 New
CCM
1471
Campbell Capital Management
Florida
$42.1K +$42.1K +300 New
FGA
1472
Fortis Group Advisors
New Jersey
$41.8K – – –
BAM
1473
Bellevue Asset Management
Washington
$41.8K – – –
WA
1474
Whipplewood Advisors
Colorado
$41.1K +$41.1K +293 New
OAJ
1475
Ogorek Anthony Joseph
New York
$41K +$140 +1 +0.3%
57 58
59
60 61