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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
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$831K +$49K +724 +6%
KA
552
Kaizen Advisory
Illinois
$829K -$145K -2,138 -14%
EF
553
Exeter Financial
Arizona
$826K +$68 +1 +0%
JIM
554
Jupiter Investment Management
United Kingdom
$825K +$859K +12,677 New
BFEC
555
Benjamin F. Edwards & Company
Missouri
$818K +$183K +2,695 +27%
FAAS
556
First Allied Advisory Services
California
$814K -$4.74K -70 -0.6%
AIP
557
Ameritas Investment Partners
Nebraska
$808K +$18.8K +278 +2%
SPC
558
Sigma Planning Corp
Michigan
$806K +$1.69K +25 +0.2%
CSS
559
Cubist Systematic Strategies
Connecticut
$800K +$637K +9,406 +328%
PWLP
560
Prio Wealth Limited Partnership
Massachusetts
$795K
FCBT
561
First Citizens Bank & Trust
North Carolina
$788K -$38.5K -568 -4%
CAM
562
Covenant Asset Management
New Jersey
$783K
NNP
563
Nachman Norwood & Parrott
South Carolina
$775K +$806K +11,902 New
HFA
564
High Falls Advisors
New York
$760K -$16.1K -238 -2%
Daiwa Securities Group
565
Daiwa Securities Group
Japan
$760K
GJIC
566
Gamble Jones Investment Counsel
California
$755K -$3.39K -50 -0.4%
IA
567
IFP Advisors
Florida
$748K -$99.2K -1,464 -11%
SVWA
568
Sound View Wealth Advisors
Georgia
$746K +$775K +11,445 New
BHWM
569
Bar Harbor Wealth Management
New Hampshire
$745K -$22.4K -330 -3%
SCP
570
Sandhill Capital Partners
New York
$738K -$19.8K -293 -3%
GT
571
Glenview Trust
Kentucky
$735K -$1.35K -20 -0.2%
SAM
572
Shamrock Asset Management
Texas
$731K -$2.37K -35 -0.3%
AT
573
Arden Trust
Delaware
$731K
MAM
574
Mastrapasqua Asset Management
Tennessee
$730K -$33K -487 -4%
RWA
575
Ropes Wealth Advisors
Massachusetts
$727K +$109K +1,615 +17%

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.