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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 %
NED
1651
Nancy E. Dempze
– -$350K -2,608 Closed
LCM
1652
Landscape Capital Management
New Jersey
– -$342K -2,552 Closed
SIG
1653
Sargent Investment Group
Maryland
– -$335K -2,498 Closed
MPM
1654
MBB Public Markets
Illinois
– -$326K -2,430 Closed
BI
1655
Bramshill Investments
Florida
– -$295K -2,200 Closed
1WA
1656
180 Wealth Advisors
Washington
– -$267K -1,988 Closed
OTL
1657
Oak Thistle LLC
New York
– -$260K -1,939 Closed
BWM
1658
BKM Wealth Management
Wisconsin
– -$249K -1,853 Closed
QWM
1659
Quadcap Wealth Management
Texas
– -$233K -1,738 Closed
ARC
1660
Advisor Resource Council
Texas
– -$231K -1,724 Closed
PWPS
1661
Pinnacle Wealth Planning Services
Ohio
– -$222K -1,656 Closed
MIS
1662
Morningstar Investment Services
Illinois
– -$215K -1,617 Closed
AFO
1663
Arrowroot Family Office
California
– -$214K -1,598 Closed
MJP
1664
Michael J. Puzo
– -$201K -1,500 Closed
NDSI
1665
Newman Dignan & Sheerar Inc
Rhode Island
– -$201K -1,434 Closed
GAG
1666
Goodman Advisory Group
Massachusetts
– -$166K -1,240 Closed
BCP
1667
Blue Chip Partners
Michigan
– -$147K -1,096 Closed
AA
1668
Alta Advisers
United Kingdom
– -$134K -1,000 Closed
CFM
1669
Catalyst Funds Management
Australia
– -$107K -800 Closed
DI
1670
DAGCO Inc
Ohio
– -$82.5K -615 Closed
GJWM
1671
Gilliland Jeter Wealth Management
Arkansas
– -$38.1K -284 Closed
A
1672
AlphaQuest
New York
– -$36.2K -270 Closed
QL
1673
Quarry LP
New York
– -$34.2K -255 Closed
TIM
1674
Thompson Investment Management
Wisconsin
– -$20.1K -150 Closed
PWM
1675
Partnership Wealth Management
Maryland
– -$19.7K -147 Closed
64 65 66
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