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Paychex

1,075 hedge funds and large institutions have $15.8B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 375 increasing their positions, 458 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $133M | Put options by funds: $62.3M

0.45% more ownership

Funds ownership: 69.32%69.77% (+0.45%)

9% less funds holding

Funds holding: 1,1811,075 (-106)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 458

25% less capital invested

Capital invested by funds: $21.1B → $15.8B (-$5.33B)

54% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 168

Holders
1,075
Holders Change
-106
Holders Change %
-8.98%
% of All Funds
23.68%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.31%
New
77
Increased
375
Reduced
458
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Capital Wealth Planning
Florida
$859K -$29.8K -373 -3%
LSERS
552
Louisiana State Employees Retirement System
Louisiana
$856K -$120K -1,500 -10%
AC
553
Allstate Corporation
Illinois
$851K -$1.62M -20,258 -60%
WAM
554
World Asset Management
Michigan
$851K -$776K -9,712 -42%
SF
555
Synovus Financial
Georgia
$844K +$705K +8,821 +194%
MCCP
556
Mission Creek Capital Partners
California
$839K -$42.2K -528 -4%
CAM
557
Covenant Asset Management
New Jersey
$833K +$142K +1,775 +15%
LNC
558
Lincoln National Corp
Pennsylvania
$832K -$9.83K -123 -0.9%
MAM
559
Mastrapasqua Asset Management
Tennessee
$830K +$145K +1,812 +16%
PLFAM
560
Pineno Levin & Ford Asset Management
Virginia
$829K
VIA
561
Vident Investment Advisory
Georgia
$828K +$722K +9,034 +219%
ICM
562
IMS Capital Management
Oregon
$825K +$35.9K +450 +4%
EF
563
Exeter Financial
Arizona
$824K -$27.6K -346 -3%
QAM
564
QCI Asset Management
New York
$823K -$29.6K -370 -3%
CP
565
Cumberland Partners
Ontario, Canada
$818K +$55.9K +700 +6%
ZCI
566
Zevenbergen Capital Investments
Washington
$816K +$103K +1,290 +11%
CFA
567
CWS Financial Advisors
Michigan
$812K
AP
568
Atwood & Palmer
Missouri
$811K
AF
569
Advisornet Financial
Minnesota
$807K +$134K +1,676 +15%
AIP
570
Ameritas Investment Partners
Nebraska
$795K +$80 +1 +0%
MWM
571
Mattern Wealth Management
Kansas
$785K -$45.5K -569 -4%
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
$783K -$550K -6,882 -36%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$783K -$151K -1,894 -13%
PFPT
574
Pinnacle Financial Partners (Tennessee)
Tennessee
$776K -$62K -776 -6%
NNP
575
Nachman Norwood & Parrott
South Carolina
$772K

PAYX Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2020, worth a combined $15.8B — down 25% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of PAYX and 77 opened new positions — a net loss of 91 holders — while 458 trimmed existing stakes and 375 added.

The largest buyer was Select Equity Group, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $82.8M.

  • 1,075 institutional investors held Paychex (PAYX) as of Q1 2020, down from 1,181 in Q4 2019.
  • Funds reported $15.8B of Paychex stock for Q1 2020, down 25% quarter-over-quarter.
  • 77 funds opened new Paychex positions in Q1 2020 and 168 closed out, a net change of -91 holders.
  • The largest Paychex buyer in Q1 2020 was Select Equity Group, an estimated $149M added.
  • The largest Paychex seller in Q1 2020 was Wells Fargo, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2020.