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Paychex

938 hedge funds and large institutions have $15.4B invested in Paychex in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 315 increasing their positions, 401 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $130M | Put options by funds: $124M

0.75% more ownership

Funds ownership: 68.94%69.69% (+0.75%)

5% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 83

1% less funds holding

Funds holding: 952938 (-14)

8% less capital invested

Capital invested by funds: $16.8B → $15.4B (-$1.43B)

21% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 401

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
938
Holders Change
-14
Holders Change %
-1.47%
% of All Funds
21.5%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.34%
New
79
Increased
315
Reduced
401
Closed
83
Calls
$130M
Puts
$124M
Net Calls
+$6.32M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
651
Clifford Swan Investment Counsel
California
$396K
WIS
652
Wright Investors Service
Connecticut
$396K +$27.8K +420 +7%
WP
653
WealthPLAN Partners
Nebraska
$396K +$216K +3,269 +103%
MA
654
Marshwinds Advisory
Georgia
$390K +$66 +1 +0%
FG
655
Fiduciary Group
Georgia
$389K
ACM
656
Alethea Capital Management
Washington
$388K +$416K +6,300 New
CTC
657
Central Trust Company
Missouri
$387K -$48.7K -737 -11%
AP
658
Advisor Partners
California
$386K +$4.49K +68 +1%
VIA
659
Vident Investment Advisory
Georgia
$385K +$9.19K +139 +2%
LCM
660
Laurion Capital Management
New York
$376K +$38.6K +584 +11%
IA
661
IFG Advisory
Georgia
$374K +$36K +545 +10%
BI
662
Bredin Investment
Delaware
$370K
RI
663
Ridgewood Investments
New Jersey
$359K +$17.4K +264 +5%
WC
664
Woodstock Corp
Massachusetts
$359K +$33K +500 +9%
MC
665
Moors & Cabot
Massachusetts
$358K -$7.53K -114 -2%
HTC
666
Haverford Trust Company
Pennsylvania
$358K +$13.2K +200 +4%
SMC
667
Smith, Moore & Co
Missouri
$357K -$64K -968 -14%
WA1
668
Wimmer Associates 1
California
$353K
BAM
669
Berkshire Asset Management
Pennsylvania
$352K -$16.8K -254 -4%
MHIC
670
Marble Harbor Investment Counsel
Massachusetts
$352K -$9.91K -150 -3%
BRA
671
Bender Robert & Associates
California
$346K -$44.3K -670 -11%
IBOK
672
Independence Bank of Kentucky
Kentucky
$342K -$26.4K -400 -7%
UF
673
Univest Financial
Pennsylvania
$340K -$48.8K -738 -12%
NAM
674
NTV Asset Management
West Virginia
$339K -$19.8K -300 -5%
BI
675
Boulegeris Investments
Georgia
$338K -$133K -2,010 -27%