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Paychex

1,442 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 533 increasing their positions, 506 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $260M | Put options by funds: $136M

59% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 75

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 1,4161,442 (+26)

5% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 506

3% more capital invested

Capital invested by funds: $29.2B → $30.1B (+$878M)

0.2% less ownership

Funds ownership: 72.51%72.32% (-0.2%)

Holders
1,442
Holders Change
+26
Holders Change %
+1.84%
% of All Funds
22.89%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
533
Reduced
506
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.45B +$20.5M +170,453 +0.6%
BlackRock
2
BlackRock
New York
$3.12B +$17.7M +146,888 +0.5%
Capital International Investors
3
Capital International Investors
California
$1.96B -$222M -1,842,821 -10%
State Street
4
State Street
Massachusetts
$1.47B -$22M -182,289 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.31B +$112M +927,584 +9%
Wells Fargo
6
Wells Fargo
California
$1.12B +$5.13M +42,551 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$982M +$24.9M +206,281 +2%
Bank of America
8
Bank of America
North Carolina
$850M +$15.1M +125,084 +2%
Charles Schwab
9
Charles Schwab
California
$784M +$21.5M +178,316 +3%
Northern Trust
10
Northern Trust
Illinois
$517M +$29.7M +246,791 +6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$498M -$18.1M -150,443 -3%
Morgan Stanley
12
Morgan Stanley
New York
$415M +$22M +182,648 +5%
Goldman Sachs
13
Goldman Sachs
New York
$316M +$115M +950,916 +53%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$303M +$66.9M +554,968 +27%
Legal & General Group
15
Legal & General Group
United Kingdom
$302M -$7.5M -62,246 -2%
Select Equity Group
16
Select Equity Group
New York
$271M +$241K +1,997 +0.1%
First Trust Advisors
17
First Trust Advisors
Illinois
$259M -$24.1M -200,139 -8%
LCOV
18
London Company of Virginia
Virginia
$257M -$10.6M -88,235 -4%
Invesco
19
Invesco
Georgia
$251M +$20.3M +168,773 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$238M +$30.8M +255,165 +14%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$228M -$660K -5,475 -0.3%
Fidelity International
22
Fidelity International
Bermuda
$222M +$232M +1,925,000 New
UBS AM
23
UBS AM
Illinois
$198M -$52M -431,564 -20%
BG
24
Bahl & Gaynor
Ohio
$190M -$3.77M -31,321 -2%
Ameriprise
25
Ameriprise
Minnesota
$189M +$137M +1,136,456 +230%

PAYX Hedge Fund Activity: Q3 2023 in Review

1,442 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q3 2023, worth a combined $30.1B — up 3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new PAYX positions and 75 closed out — a net gain of 44 holders — while 533 added to existing stakes and 506 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $232M. The largest seller was Capital International Investors, cutting an estimated $222M.

  • 1,442 institutional investors held Paychex (PAYX) as of Q3 2023, up from 1,416 in Q2 2023.
  • Funds reported $30.1B of Paychex stock for Q3 2023, up 3% quarter-over-quarter.
  • 119 funds opened new Paychex positions in Q3 2023 and 75 closed out, a net change of +44 holders.
  • The largest Paychex buyer in Q3 2023 was Fidelity International, an estimated $232M added.
  • The largest Paychex seller in Q3 2023 was Capital International Investors, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2023.