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Paychex
PAYX

Overview Fund Activity

877 hedge funds and large institutions have $14.9B invested in Paychex in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 308 increasing their positions, 332 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+39
Holders Change %
+4.65%
% of All Funds
21.96%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
99
Increased
308
Reduced
332
Closed
48
Calls
$168M
Puts
$72.3M
Net Calls
+$95.4M
Net Calls Change
+$16.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$155M
2
Capital World Investors
Capital World Investors
California
+$130M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$85.9M
4
Ameriprise
Ameriprise
Minnesota
+$75.3M
5
State Street
State Street
Massachusetts
+$50.8M

Top Sellers

1
AIG
American International Group
New York
-$447M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$95M
3
CGT
Capital Guardian Trust
California
-$64M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$56.1M
5
BFA
BlackRock Fund Advisors
California
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Analysts LLC
Pennsylvania
$981K -$3.04K -50 -0.3%
ECM
502
Everence Capital Management
Indiana
$965K +$377K +6,196 +64%
FIM
503
Freedom Investment Management
Connecticut
$960K +$391K +6,418 +69%
CBOA
504
Commonwealth Bank of Australia
Australia
$952K -$53.4K -876 -5%
CAM
505
Cidel Asset Management
Ontario, Canada
$944K -$125K -2,047 -12%
HSA
506
HBK Sorce Advisory
Pennsylvania
$934K +$1.52K +25 +0.2%
OCG
507
Opus Capital Group
Ohio
$925K -$353K -5,800 -28%
TW
508
Transform Wealth
Colorado
$920K +$63.1K +1,037 +7%
TCT
509
TIAA CREF Trust
Missouri
$919K -$35.2K -579 -4%
KeyBank National Association
510
KeyBank National Association
Ohio
$918K -$53.5K -878 -6%
EWM
511
Evercore Wealth Management
New York
$917K +$292K +4,791 +47%
CG
512
Cutler Group
California
$910K +$895K +14,709 +6,078%
MFWM
513
Motley Fool Wealth Management
Virginia
$907K +$135K +2,211 +17%
PLFAM
514
Pineno Levin & Ford Asset Management
Virginia
$901K – – –
CM
515
Castleark Management
Illinois
$897K – – –
SL
516
Summitry LLC
California
$894K -$181K -2,977 -17%
BUB
517
BBVA USA Bancshares
Texas
$894K +$260K +4,270 +41%
PWLP
518
Prio Wealth Limited Partnership
Massachusetts
$890K -$4.87K -80 -0.5%
CIA
519
Capital Investment Advisors
Georgia
$888K -$46.1K -757 -5%
BFS
520
Bradley Foster & Sargent
Connecticut
$884K – – –
MA
521
Marshwinds Advisory
Georgia
$878K -$6.03K -99 -0.7%
PWMAG
522
Pinnacle Wealth Management Advisory Group
New Jersey
$866K +$7.61K +125 +0.9%
AIP
523
Ameritas Investment Partners
Nebraska
$864K – – –
CHJWM
524
Carlton Hofferkamp & Jenks Wealth Management
Texas
$850K +$64.5K +1,060 +8%
MCM
525
Maryland Capital Management
Maryland
$848K +$264K +4,340 +45%
19 20
21
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