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Paychex

1,634 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5411,634 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,634
Holders Change
+93
Holders Change %
+6.04%
% of All Funds
21.52%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1551
Synergy Investment Management
Florida
$10.9K +$11.1K +78 New
BBPWM
1552
Blue Bell Private Wealth Management
Pennsylvania
$10.8K -$6.53K -46 -37%
ATC
1553
Adirondack Trust Company
New York
$10.8K
AA
1554
Ancora Advisors
Ohio
$10.7K
GFPC
1555
Global Financial Private Client
Florida
$10.4K +$1.14K +8 +12%
DIP
1556
DT Investment Partners
Pennsylvania
$10.2K
CWC
1557
Carolinas Wealth Consulting
North Carolina
$9.98K -$27K -190 -73%
MSG
1558
Main Street Group
Virginia
$9.96K
CFS
1559
CGC Financial Services
Oregon
$9.81K
CCMI
1560
Creative Capital Management Investments
California
$9.81K
KA
1561
Kozak & Associates
Colorado
$9.75K -$3.83K -27 -28%
RWPA
1562
Richard W. Paul & Associates
Michigan
$9.68K
FWA
1563
FSC Wealth Advisors
New York
$9.26K -$852 -6 -8%
KFP
1564
Keener Financial Planning
Texas
$9K
Capstone Investment Advisors
1565
Capstone Investment Advisors
New York
$8.69K -$154K -1,082 -95%
JAM
1566
JCIC Asset Management
Ontario, Canada
$8.41K
PSFG
1567
Park Square Financial Group
Georgia
$7.57K +$7.67K +54 New
AWM
1568
Abound Wealth Management
Tennessee
$7.4K +$284 +2 +4%
FDW
1569
Fourth Dimension Wealth
Ohio
$7.01K +$7.1K +50 New
HHGA
1570
Halbert Hargrove Global Advisors
California
$7.01K +$7.1K +50 New
TCM
1571
Tributary Capital Management
Nebraska
$6.17K
PA
1572
Pineridge Advisors
Missouri
$6.07K
ME
1573
McIlrath & Eck
Washington
$6.03K -$111K -780 -95%
NFSG
1574
Newbridge Financial Services Group
Florida
$5.97K +$6.11K +43 New
PWMG
1575
Private Wealth Management Group
New Jersey
$5.75K +$2.27K +16 +64%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,634 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,634 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,541 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.