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Paychex

1,036 hedge funds and large institutions have $15.9B invested in Paychex in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $119M | Put options by funds: $55M

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 1,0151,036 (+21)

1.74% less ownership

Funds ownership: 70.64%68.91% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 396

15% less capital invested

Capital invested by funds: $18.7B → $15.9B (-$2.83B)

Holders
1,036
Holders Change
+21
Holders Change %
+2.07%
% of All Funds
23.08%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
117
Increased
350
Reduced
396
Closed
86
Calls
$119M
Puts
$55M
Net Calls
+$64.4M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$45.5K -671 -2%
CG
427
Colony Group
Massachusetts
$1.72M -$46.3K -683 -3%
ADMI
428
Albert D. Mason Inc
Massachusetts
$1.72M -$72.8K -1,075 -4%
MCA
429
Mercer Capital Advisers
New Jersey
$1.71M -$3.18K -47 -0.2%
SMDAM
430
Sumitomo Mitsui DS Asset Management
Japan
$1.7M -$46.6K -688 -3%
Bessemer Group
431
Bessemer Group
New Jersey
$1.7M -$5.67M -83,634 -76%
PS
432
Pensionfund Sabic
Netherlands
$1.68M
CS
433
Candriam SCA
Luxembourg
$1.67M +$53.5K +790 +3%
SL
434
Summitry LLC
California
$1.66M +$103K +1,517 +6%
PCAP
435
Pratt Collard Advisory Partners
New York
$1.65M -$3.39K -50 -0.2%
TW
436
Transform Wealth
Colorado
$1.64M -$10.7K -158 -0.6%
OFG
437
OmniStar Financial Group
North Carolina
$1.63M +$11.7K +173 +0.7%
MBTD
438
Mechanics Bank - Trust Department
California
$1.62M -$15.9K -235 -0.9%
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$1.6M +$80.6K +1,190 +5%
SIC
440
Shoker Investment Counsel
Ohio
$1.6M +$49.2K +727 +3%
SP
441
SWS Partners
Ohio
$1.6M -$301K -4,443 -15%
SIAP
442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.6M +$161K +2,381 +11%
JIM
443
Jensen Investment Management
Oregon
$1.59M +$358K +5,280 +28%
WT
444
Washington Trust
Rhode Island
$1.58M -$11K -163 -0.7%
ACA
445
Aptus Capital Advisors
Alabama
$1.58M +$1.65M +24,299 New
RIM
446
Redpoint Investment Management
Australia
$1.56M
FL
447
Fort LP
Maryland
$1.56M +$733K +10,816 +82%
MFWM
448
Motley Fool Wealth Management
Virginia
$1.56M -$19.6K -290 -1%
WBC
449
Westpac Banking Corp
Australia
$1.56M
FAN
450
Financial Advisors Network
California
$1.56M +$1.62M +23,939 New

PAYX Hedge Fund Activity: Q4 2018 in Review

1,036 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2018, worth a combined $15.9B — down 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PAYX positions and 86 closed out — a net gain of 31 holders — while 350 added to existing stakes and 396 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was American International Group, cutting an estimated $425M.

  • 1,036 institutional investors held Paychex (PAYX) as of Q4 2018, up from 1,015 in Q3 2018.
  • Funds reported $15.9B of Paychex stock for Q4 2018, down 15% quarter-over-quarter.
  • 117 funds opened new Paychex positions in Q4 2018 and 86 closed out, a net change of +31 holders.
  • The largest Paychex buyer in Q4 2018 was BlackRock, an estimated $106M added.
  • The largest Paychex seller in Q4 2018 was American International Group, an estimated $425M sold.

Based on aggregated 13F filings for Q4 2018.