We are live on ! Find out more
PAYX icon

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
TSWM
1476
Tyler-Stone Wealth Management
Ohio
$7.98K -$9.35K -77 -54%
VWA
1477
Valued Wealth Advisors
Utah
$7.72K +$607 +5 +9%
CHC
1478
City Holding Co
West Virginia
$7.37K – – –
JAM
1479
JCIC Asset Management
Ontario, Canada
$7.37K – – –
MAM
1480
Meeder Asset Management
Ohio
$7K +$6.92K +57 New
AWM
1481
Abound Wealth Management
Tennessee
$6.89K +$121 +1 +2%
APC
1482
Aspire Private Capital
North Carolina
$6.56K +$121 +1 +2%
RWPA
1483
Richard W. Paul & Associates
Michigan
$6.02K – – –
PA
1484
Pineridge Advisors
Missouri
$5.28K – – –
NRG
1485
Nemes Rush Group
Michigan
$5.16K – – –
TCM
1486
Tributary Capital Management
Nebraska
$5.16K +$5.1K +42 New
NFSG
1487
Newbridge Financial Services Group
Florida
$5.11K +$121 +1 +2%
MIA
1488
MeadowBrook Investment Advisors
Michigan
$4.91K – – –
RS
1489
Rakuten Securities
Japan
$4.91K +$4.86K +40 New
MCM
1490
Manchester Capital Management
Vermont
$4.79K +$728 +6 +18%
CNBTD
1491
Citizens National Bank Trust Department
Mississippi
$4.67K – – –
JFA
1492
JNBA Financial Advisors
Minnesota
$4.42K – – –
NCM
1493
Northwest Capital Management
Oregon
$4.3K – – –
JGIA
1494
Jackson Grant Investment Advisers
Connecticut
$4.17K – – –
GFPC
1495
Global Financial Private Client
Florida
$4.01K +$4K +33 New
AW
1496
Avion Wealth
Texas
$4K -$60.2K -496 -94%
TVWM
1497
Tower View Wealth Management
Wisconsin
$3.93K -$971 -8 -20%
DWA
1498
Delos Wealth Advisors
Texas
$3.81K – – –
FWM
1499
FSA Wealth Management
Massachusetts
$3.81K – – –
TAM
1500
Tucker Asset Management
Colorado
$3.68K +$3.64K +30 New
58 59
60
61 62

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.