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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 %
GS
1551
GTS Securities
New York
– -$375K -3,152 Closed
SRL
1552
Scientech Research LLC
New Jersey
– -$351K -2,951 Closed
BFAG
1553
Blackston Financial Advisory Group
Florida
– -$312K -2,620 Closed
LCWP
1554
Legacy Capital Wealth Partners
Arkansas
– -$297K -2,495 Closed
NME
1555
Notis-McConarty Edward
– -$274K -2,300 Closed
LFG
1556
Lockerman Financial Group
California
– -$255K -2,140 Closed
LA
1557
Legacy Advisors
Pennsylvania
– -$253K -2,128 Closed
AIM
1558
Artemis Investment Management
United Kingdom
– -$253K -2,120 Closed
VWM
1559
Vigilare Wealth Management
Arizona
– -$247K -2,070 Closed
CRI
1560
Colonial River Investments
Virginia
– -$242K -2,028 Closed
GIA
1561
Gladstone Institutional Advisory
Florida
– -$237K -1,992 Closed
MIS
1562
Morningstar Investment Services
Illinois
– -$238K -1,989 Closed
RMDI
1563
R.M. Davis Inc
Maine
– -$236K -1,978 Closed
RIA
1564
Regal Investment Advisors
Michigan
– -$234K -1,966 Closed
PTC
1565
Petrus Trust Company
Texas
– -$231K -1,936 Closed
GWS
1566
Glassman Wealth Services
Virginia
– -$221K -1,856 Closed
AWA
1567
Arete Wealth Advisors
Illinois
– -$220K -1,845 Closed
EA
1568
Everpar Advisors
Oklahoma
– -$215K -1,808 Closed
MFS
1569
Mirabella Financial Services
United Kingdom
– -$213K -1,787 Closed
GCM
1570
Greenland Capital Management
New York
– -$210K -1,760 Closed
VPP
1571
Vertex Planning Partners
Illinois
– -$204K -1,710 Closed
NMM
1572
Naples Money Management
Florida
– -$162K -1,362 Closed
SW
1573
SteelPeak Wealth
California
– -$93.5K -785 Closed
AIMA
1574
Ables Iannone Moore & Associates
Georgia
– -$71.5K -600 Closed
LFA
1575
Level Financial Advisors
New York
– -$66.9K -562 Closed
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