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Paychex
PAYX

Overview Fund Activity

1,618 hedge funds and large institutions have $40.3B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 584 increasing their positions, 563 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+89
Holders Change %
+5.82%
% of All Funds
21.54%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
188
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
$1.05B
2
UBS Group
UBS Group
Switzerland
$444M
3
Northern Trust
Northern Trust
Illinois
$674M
4
Amundi
Amundi
France
$215M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$190M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$202M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.33B
3
Barclays
Barclays
United Kingdom
$124M
4
IAIM
International Assets Investment Management
Florida
$499K
5
Nordea Investment Management
Nordea Investment Management
Sweden
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1576
FSA Wealth Management
Massachusetts
$4.35K – – –
DWA
1577
Delos Wealth Advisors
Texas
$4.35K – – –
DPW
1578
DiNuzzo Private Wealth
Pennsylvania
$4.07K – – –
TC
1579
Truvestments Capital
Florida
$4.07K – – –
AS
1580
Altshuler Shaham
Israel
$4.07K +$4.07K +29 New
EFMH
1581
E Fund Management (HK)
Hong Kong
$4K +$3.68K +23 +1,150%
NS
1582
NBC Securities
Alabama
$3.89K -$4.07M -28,292 -100%
IHWM
1583
Iron Horse Wealth Management
Iowa
$3.65K – – –
CTA
1584
Colonial Trust Advisors
South Carolina
$3.51K -$12.9K -92 -79%
LIM
1585
Longfellow Investment Management
Massachusetts
$3.23K -$430K -3,067 -99%
CSWM
1586
Cassady Schiller Wealth Management
Ohio
$3.23K +$3.23K +23 New
CAWM
1587
Capital A Wealth Management
Pennsylvania
$3.23K +$3.23K +23 New
LAM
1588
Lummis Asset Management
Texas
$3.09K – – –
BFS
1589
Burkett Financial Services
South Carolina
$3.09K – – –
TWD
1590
True Wealth Design
Ohio
$2.68K +$846 +6 +46%
TCA
1591
Trifecta Capital Advisors
Illinois
$2.67K – – –
FFC
1592
First Financial Corp
Indiana
$2.66K +$2.66K +19 New
SIC
1593
SJS Investment Consulting
Ohio
$2.52K -$29.6K -211 -92%
HWP
1594
Highline Wealth Partners
California
$2.38K – – –
GWSA
1595
Global Wealth Strategies & Associates
Colorado
$2.38K +$2.38K +17 New
CPG
1596
Cornerstone Planning Group
New Jersey
$2.37K +$888 +6 +60%
CTB
1597
Country Trust Bank
Illinois
$2.24K – – –
1IA
1598
1620 Investment Advisors
Massachusetts
$2.24K +$2.24K +16 New
FWM
1599
FLP Wealth Management
Arkansas
$2.15K +$2.15K +15 New
AP
1600
Aspect Partners
Virginia
$1.96K – – –
62 63
64
65 66