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Paychex

876 hedge funds and large institutions have $14.6B invested in Paychex in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 328 increasing their positions, 344 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $57.9M

7% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 71

0.69% more ownership

Funds ownership: 68.27%68.97% (+0.69%)

0% less funds holding

Funds holding: 878876 (-2)

2% less capital invested

Capital invested by funds: $14.9B → $14.6B (-$336M)

5% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 344

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
876
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
21.81%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.5%
New
76
Increased
328
Reduced
344
Closed
71
Calls
$93.5M
Puts
$57.9M
Net Calls
+$35.7M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BO
651
Bank OZK
Arkansas
$346K +$125K +2,055 +54%
FAN
652
Financial Advisors Network
California
$344K +$25.1K +413 +7%
NAM
653
NTV Asset Management
West Virginia
$341K
Fuller & Thaler Asset Management
654
Fuller & Thaler Asset Management
California
$330K
UF
655
Univest Financial
Pennsylvania
$329K +$17.7K +291 +5%
OC
656
Oakworth Capital
Alabama
$327K -$61 -1 -0%
SIM
657
Sonora Investment Management
Arizona
$323K -$356K -5,862 -52%
DLA
658
Douglas Lane & Associates
New York
$320K -$57.9K -953 -15%
CWM
659
Cabot Wealth Management
Massachusetts
$319K
CTA
660
Chesley Taft & Associates
Illinois
$314K
WC
661
Woodstock Corp
Massachusetts
$314K
ST
662
Smithfield Trust
Pennsylvania
$306K -$83.6K -1,375 -21%
CCA
663
Checchi Capital Advisers
California
$306K -$23.1K -380 -7%
GWM
664
GSB Wealth Management
Connecticut
$306K
RMDI
665
R.M. Davis Inc
Maine
$306K
HA
666
Halsey Associates
Connecticut
$304K -$18.2K -300 -5%
AP
667
Advisor Partners
California
$304K +$41.5K +683 +15%
PB
668
Pinnacle Bancorp
Nebraska
$303K +$313K +5,150 New
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$301K -$30.7K -505 -9%
OIA
670
Optimum Investment Advisors
Illinois
$300K
FFSOTS
671
Fiduciary Financial Services of The Southwest
Texas
$298K +$13.7K +225 +5%
WAM
672
Wealthspire Advisors (Maryland)
Maryland
$298K +$228K +3,757 +287%
ACP
673
Ashfield Capital Partners
California
$296K +$305K +5,018 New
CCM
674
Carderock Capital Management
Maryland
$294K -$12.2K -200 -4%
BFM
675
Boothbay Fund Management
New York
$294K +$303K +4,992 New