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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 %
PWP
1576
Phillips Wealth Planners
Mississippi
– -$221K -1,825 Closed
ACM
1577
Ategra Capital Management
Virginia
– -$219K -1,783 Closed
WF
1578
Wayfinding Financial
Washington
– -$212K -1,752 Closed
MFIM
1579
Mesirow Financial Investment Management
Illinois
– -$215K -1,748 Closed
MCM
1580
Monument Capital Management
Virginia
– -$210K -1,709 Closed
SB
1581
Strategic Blueprint
Georgia
– -$209K -1,701 Closed
NLP
1582
Next Level Private
New York
– -$209K -1,698 Closed
LNB
1583
Ledyard National Bank
– -$206K -1,675 Closed
PWPS
1584
Pinnacle Wealth Planning Services
Ohio
– -$205K -1,673 Closed
KI
1585
Kapitalo Investimentos
Brazil
– -$205K -1,669 Closed
BFM
1586
Boston Financial Management
Massachusetts
– -$205K -1,668 Closed
ZIM
1587
Zacks Investment Management
Illinois
– -$204K -1,662 Closed
MWPCG
1588
Measured Wealth Private Client Group
New Hampshire
– -$202K -1,648 Closed
MC
1589
Machina Capital
France
– -$202K -1,645 Closed
DS
1590
DRW Securities
Illinois
– -$202K -1,641 Closed
CC
1591
Cornerstone Capital
California
– -$201K -1,640 Closed
MFS
1592
Madrona Financial Services
Washington
– -$201K -1,636 Closed
SGI
1593
Summit Global Investments
Utah
– -$201K -1,633 Closed
IF
1594
Intrua Financial
Texas
– -$200K -1,631 Closed
A
1595
AJOVista
Massachusetts
– -$200K -1,630 Closed
ACM
1596
Allred Capital Management
Texas
– -$200K -1,630 Closed
GIM
1597
Goelzer Investment Management
Indiana
– -$200K -1,630 Closed
VIA
1598
Virtus Investment Advisers
Connecticut
– -$150K -1,220 Closed
UFF
1599
USA Financial Formulas
Michigan
– -$103K -836 Closed
Optiver Holding
1600
Optiver Holding
Netherlands
– -$83.9K -683 Closed
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