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Paychex
PAYX

Overview Fund Activity

1,504 hedge funds and large institutions have $32.3B invested in Paychex in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 549 increasing their positions, 569 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-14
Holders Change %
-0.92%
% of All Funds
21.88%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
119
Increased
549
Reduced
569
Closed
116
Calls
$227M
Puts
$205M
Net Calls
+$22.3M
Net Calls Change
-$152M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.91B
2
Capital Research Global Investors
Capital Research Global Investors
California
$126M
3
UBS AM
UBS AM
Illinois
$342M
4
Goldman Sachs
Goldman Sachs
New York
$356M
5
Invesco
Invesco
Georgia
$424M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
$61.5M
3
BlackRock
BlackRock
New York
$3.32B
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.33M
5
PCM
Prana Capital Management
Connecticut
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1476
DiNuzzo Private Wealth
Pennsylvania
$3.44K +$474 +4 +16%
EFP
1477
EnRich Financial Partners
Wisconsin
$3.32K +$3.32K +28 New
LIA
1478
Lynx Investment Advisory
District of Columbia
$3.12K +$3.12K +26 New
IHWM
1479
Iron Horse Wealth Management
Iowa
$3.08K – – –
PWMG
1480
Private Wealth Management Group
New Jersey
$2.96K – – –
VF
1481
VitalStone Financial
Texas
$2.85K +$119 +1 +4%
ZB
1482
Zions Bancorporation
Utah
$2.73K -$2.28M -19,252 -100%
CP
1483
Castleview Partners
Texas
$2.61K – – –
LAM
1484
Lummis Asset Management
Texas
$2.61K – – –
RWM
1485
Ruedi Wealth Management
Illinois
$2.25K +$2.25K +19 New
FG
1486
Fairman Group
Pennsylvania
$2.02K – – –
CTB
1487
Country Trust Bank
Illinois
$1.9K – – –
RAM
1488
Riggs Asset Management
Pennsylvania
$1.9K +$1.54K +13 +433%
CAM
1489
ClariVest Asset Management
California
$1.78K -$1.18K -10 -40%
AP
1490
Aspect Partners
Virginia
$1.66K – – –
W
1491
WealthCollab
Washington
$1.54K – – –
TWD
1492
True Wealth Design
Ohio
$1.54K +$356 +3 +30%
HWP
1493
Highline Wealth Partners
California
$1.54K +$237 +2 +18%
PA
1494
PSI Advisors
Florida
$1.19K – – –
WWM
1495
Wolff Wiese Magana
California
$1.19K – – –
SFC
1496
Strategic Financial Concepts
Texas
$1.17K +$1.17K +24,938 New
Cohen & Steers
1497
Cohen & Steers
New York
$1K +$1K +7 New
UWS
1498
Unique Wealth Strategies
Illinois
$982 +$982 +8 New
PCMC
1499
Planning Capital Management Corporation
Pennsylvania
$949 – – –
CPG
1500
Cornerstone Planning Group
New Jersey
$873 -$2.49K -20 -74%
58 59
60
61 62