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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 %
MAM
1501
Meeder Asset Management
Ohio
$26.1K +$17.9K +128 +221%
GWSG
1502
GPS Wealth Strategies Group
Colorado
$26K – – –
CWM
1503
Cedar Wealth Management
California
$23.4K – – –
WIM
1504
Westside Investment Management
California
$23.1K – – –
BHWM
1505
Beaird Harris Wealth Management
Texas
$22.6K +$22.6K +161 New
FCMT
1506
Founders Capital Management (Texas)
Texas
$22K – – –
SC
1507
Stephens Consulting
Michigan
$21.3K +$21.3K +152 New
BIA
1508
Bell Investment Advisors
California
$20.3K +$982 +7 +5%
PAI
1509
Pittenger & Anderson Inc
Nebraska
$20.1K – – –
OPTFSNA
1510
Old Point Trust & Financial Services N A
Virginia
$18.8K – – –
NBT
1511
Northwest Bank & Trust
Iowa
$18.4K – – –
TIM
1512
Tortoise Investment Management
New York
$18.4K -$25.7K -183 -58%
RPA
1513
Redwood Park Advisors
California
$18.2K +$18.2K +130 New
AEPWM
1514
Atlantic Edge Private Wealth Management
Florida
$17.7K – – –
CIA
1515
Cape Investment Advisory
Georgia
$16.5K +$1.12K +8 +7%
CAS
1516
Coppell Advisory Solutions
Texas
$16.4K -$1.26K -9 -7%
ATC
1517
Advantage Trust Company
Kansas
$16.1K – – –
PSB
1518
Piscataqua Savings Bank
New Hampshire
$15.8K – – –
RF
1519
Roxbury Financial
New Jersey
$14.1K +$14.1K +96 New
BL
1520
BFSG LLC
California
$14K -$62.7K -447 -82%
AWM
1521
AllSquare Wealth Management
New York
$14K – – –
SGC
1522
Slocum, Gordon & Co
Rhode Island
$14K – – –
TFGT
1523
TS Financial Group (TSFG)
Illinois
$14K +$136 +1 +1%
RDIA
1524
RE Dickinson Investment Advisors
Iowa
$14K +$14K +10 New
BT
1525
Banque Transatlantique
France
$13.9K +$13.9K +100 New
59 60
61
62 63