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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 %
FRA
1501
Frank Rimerman Advisors
California
$2.82K – – –
LAM
1502
Lummis Asset Management
Texas
$2.7K – – –
CP
1503
Castleview Partners
Texas
$2.7K – – –
TCA
1504
Trifecta Capital Advisors
Illinois
$2.33K – – –
FG
1505
Fairman Group
Pennsylvania
$2.09K -$65.1K -530 -97%
CTB
1506
Country Trust Bank
Illinois
$1.97K – – –
AP
1507
Aspect Partners
Virginia
$1.72K -$1.35K -11 -44%
W
1508
WealthCollab
Washington
$1.6K – – –
HWP
1509
Highline Wealth Partners
California
$1.35K – – –
WWM
1510
Wolff Wiese Magana
California
$1.23K – – –
PA
1511
PSI Advisors
Florida
$1.23K – – –
TWD
1512
True Wealth Design
Ohio
$1.23K +$614 +5 +100%
PCMC
1513
Planning Capital Management Corporation
Pennsylvania
$983 +$983 +8 New
FGAM
1514
Financial Gravity Asset Management
Texas
$708 +$708 +7 New
BHWM
1515
Beaird Harris Wealth Management
Texas
$492 – – –
ECM
1516
Everence Capital Management
Indiana
$409 – – –
FSWA
1517
Financial Synergies Wealth Advisors
Texas
$369 – – –
RAM
1518
Riggs Asset Management
Pennsylvania
$369 +$369 +3 New
CWP
1519
Concord Wealth Partners
Virginia
$60 -$128K -1,077 Closed
DWM
1520
Dogwood Wealth Management
Kansas
$5 -$7 – –
N
1521
Natixis
France
– -$53.1M -445,966 Closed
KPWS
1522
Kestra Private Wealth Services
Texas
– -$5.56M -46,652 Closed
HCM
1523
Hilton Capital Management
New York
– -$4.85M -40,745 Closed
PCOC
1524
Power Corp of Canada
Canada
– -$4.33M -36,387 Closed
SO
1525
STRS Ohio
Ohio
– -$3.1M -26,000 Closed
59 60
61
62 63