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Paychex

876 hedge funds and large institutions have $14B invested in Paychex in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 336 increasing their positions, 325 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $138M | Put options by funds: $55.7M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

3% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 325

0% more funds holding

Funds holding: 876876 (0)

0.83% less ownership

Funds ownership: 68.97%68.13% (-0.83%)

4% less capital invested

Capital invested by funds: $14.6B → $14B (-$625M)

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
876
Holders Change
Holders Change %
0%
% of All Funds
21.84%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.35%
New
68
Increased
336
Reduced
325
Closed
61
Calls
$138M
Puts
$55.7M
Net Calls
+$81.9M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
651
Laurel Wealth Advisors (California)
California
$365K +$26.8K +456 +8%
SS
652
Sunbelt Securities
Texas
$363K -$3.99K -68 -1%
BO
653
Bank OZK
Arkansas
$363K +$30.2K +515 +9%
LA
654
Lucus Advisors
New York
$359K +$370K +6,304 New
DCM
655
Donaldson Capital Management
Indiana
$354K -$155K -2,646 -30%
FAN
656
Financial Advisors Network
California
$354K +$12.4K +212 +4%
LS
657
Livforsakringsbolaget Skandia
Sweden
$353K
GCA
658
Gideon Capital Advisors
New York
$350K +$100K +1,706 +38%
TCB
659
Texas Capital Bancshares
Texas
$350K +$361K +6,143 New
CIC
660
Carnegie Investment Counsel
Ohio
$349K +$646 +11 +0.2%
UF
661
Univest Financial
Pennsylvania
$349K +$31.9K +543 +10%
GA
662
Geneva Advisors
Illinois
$343K
WIS
663
Wright Investors Service
Connecticut
$343K +$88.7K +1,510 +33%
NAM
664
NTV Asset Management
West Virginia
$330K
WA1
665
Wimmer Associates 1
California
$327K -$47K -800 -12%
LW
666
Linscomb Wealth
Texas
$324K -$34.3K -585 -9%
Fuller & Thaler Asset Management
667
Fuller & Thaler Asset Management
California
$319K
FHA
668
First Horizon Advisors
Tennessee
$315K -$159K -2,703 -32%
BA
669
Boston Advisors
Massachusetts
$315K -$117K -2,000 -27%
OC
670
Oakworth Capital
Alabama
$315K -$411 -7 -0.1%
BFA
671
Beaumont Financial Advisors
Massachusetts
$309K -$64.5K -1,099 -17%
VFA
672
Voya Financial Advisors
Connecticut
$308K -$77.4K -1,318 -20%
CWM
673
Cabot Wealth Management
Massachusetts
$308K
RMDI
674
R.M. Davis Inc
Maine
$306K +$10.3K +175 +3%
HCM
675
Highbridge Capital Management
New York
$306K +$316K +5,378 New

PAYX Hedge Fund Activity: Q2 2017 in Review

876 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2017, worth a combined $14B — down 4.3% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PAYX positions and 61 closed out — a net gain of 7 holders — while 336 added to existing stakes and 325 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $105M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $58.9M sold.

  • 876 institutional investors held Paychex (PAYX) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $14B of Paychex stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 68 funds opened new Paychex positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Paychex buyer in Q2 2017 was Janus Henderson Group, an estimated $105M added.
  • The largest Paychex seller in Q2 2017 was Capital Research Global Investors, an estimated $58.9M sold.

Based on aggregated 13F filings for Q2 2017.