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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
22.01%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
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
$2.56B
2
Charles Schwab
Charles Schwab
California
$1.12B
3
Capital World Investors
Capital World Investors
California
$304M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$268M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
2
Morgan Stanley
Morgan Stanley
New York
$528M
3
Barclays
Barclays
United Kingdom
$138M
4
Holocene Advisors
Holocene Advisors
New York
$11M
5
Select Equity Group
Select Equity Group
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1476
Tributary Capital Management
Nebraska
$5.16K +$5.16K +42 New
NFSG
1477
Newbridge Financial Services Group
Florida
$5.11K +$122 +1 +2%
MIA
1478
MeadowBrook Investment Advisors
Michigan
$4.91K – – –
RS
1479
Rakuten Securities
Japan
$4.91K +$4.91K +40 New
MCM
1480
Manchester Capital Management
Vermont
$4.79K +$737 +6 +18%
CNBTD
1481
Citizens National Bank Trust Department
Mississippi
$4.67K – – –
JFA
1482
JNBA Financial Advisors
Minnesota
$4.42K – – –
NCM
1483
Northwest Capital Management
Oregon
$4.3K – – –
JGIA
1484
Jackson Grant Investment Advisers
Connecticut
$4.18K – – –
GFPC
1485
Global Financial Private Client
Florida
$4.01K +$4.01K +33 New
AW
1486
Avion Wealth
Texas
$4K -$64K -496 -94%
TVWM
1487
Tower View Wealth Management
Wisconsin
$3.93K -$983 -8 -20%
FWM
1488
FSA Wealth Management
Massachusetts
$3.81K – – –
DWA
1489
Delos Wealth Advisors
Texas
$3.81K – – –
TAM
1490
Tucker Asset Management
Colorado
$3.68K +$3.68K +30 New
CCM
1491
Copeland Capital Management
Pennsylvania
$3.56K – – –
TC
1492
Truvestments Capital
Florida
$3.56K – – –
DF
1493
Dunhill Financial
United Kingdom
$3.35K +$496 +4 +17%
CPG
1494
Cornerstone Planning Group
New Jersey
$3.24K – – –
IHWM
1495
Iron Horse Wealth Management
Iowa
$3.19K – – –
SC
1496
Stephens Consulting
Michigan
$3.19K – – –
DPW
1497
DiNuzzo Private Wealth
Pennsylvania
$3.07K – – –
PWMG
1498
Private Wealth Management Group
New Jersey
$3.07K – – –
CAM
1499
ClariVest Asset Management
California
$3.06K +$1.23K +10 +67%
VF
1500
VitalStone Financial
Texas
$3K +$391 +3 +15%
58 59
60
61 62