We are live on ! Find out more
PAYX icon

Paychex

1,014 hedge funds and large institutions have $18.7B invested in Paychex in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 347 increasing their positions, 393 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 40

20% more call options, than puts

Call options by funds: $209M | Put options by funds: $174M

12% more capital invested

Capital invested by funds: $16.7B → $18.7B (+$2.04B)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5% more funds holding

Funds holding: 9691,014 (+45)

2.49% more ownership

Funds ownership: 68.15%70.64% (+2.5%)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 393

Holders
1,014
Holders Change
+45
Holders Change %
+4.64%
% of All Funds
23.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
93
Increased
347
Reduced
393
Closed
40
Calls
$209M
Puts
$174M
Net Calls
+$35M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
676
Fox Run Management
Connecticut
$432K -$260K -3,622 -38%
SXL
677
Summit X LLC
Missouri
$430K -$177K -2,460 -30%
RT
678
Rockland Trust
Massachusetts
$427K
MC
679
Moors & Cabot
Massachusetts
$425K +$19.8K +276 +5%
DWM
680
Doyle Wealth Management
Florida
$424K -$78.9K -1,098 -16%
MHIC
681
Marble Harbor Investment Counsel
Massachusetts
$421K
MIFH
682
Migdal Insurance & Financial Holdings
Israel
$418K +$163K +2,265 +67%
CTC
683
Central Trust Company
Missouri
$415K
MF
684
Magnetar Financial
Illinois
$415K +$405K +5,639 New
BSW
685
Buckingham Strategic Wealth
Missouri
$413K -$143K -1,996 -26%
PDM
686
Penn Davis McFarland
Texas
$412K
CP
687
Cumberland Partners
Ontario, Canada
$405K
NAM
688
NTV Asset Management
West Virginia
$405K
BMC
689
Benin Management Corp
Connecticut
$405K +$395K +5,500 New
BAM
690
Berkshire Asset Management
Pennsylvania
$403K +$575 +8 +0.1%
VCA
691
Verdence Capital Advisors
Maryland
$399K -$144K -2,005 -27%
S
692
SignatureFD
Georgia
$389K +$23.6K +328 +7%
Loomis, Sayles & Company
693
Loomis, Sayles & Company
Massachusetts
$389K +$379K +5,278 New
LWAC
694
Laurel Wealth Advisors (California)
California
$388K -$201K -2,796 -35%
HTC
695
Haverford Trust Company
Pennsylvania
$388K -$11.9K -166 -3%
IRF
696
IBM Retirement Fund
New York
$387K -$65.2K -907 -15%
TAM
697
Tiverton Asset Management
Delaware
$386K
BRA
698
Bender Robert & Associates
California
$382K -$25.9K -360 -6%
CCA
699
Checchi Capital Advisers
California
$382K +$20.8K +289 +6%
LB
700
Landmark Bank
Missouri
$381K -$24.9K -347 -6%

PAYX Hedge Fund Activity: Q3 2018 in Review

1,014 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q3 2018, worth a combined $18.7B — up 12% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PAYX positions and 40 closed out — a net gain of 53 holders — while 347 added to existing stakes and 393 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $431M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 1,014 institutional investors held Paychex (PAYX) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $18.7B of Paychex stock for Q3 2018, up 12% quarter-over-quarter.
  • 93 funds opened new Paychex positions in Q3 2018 and 40 closed out, a net change of +53 holders.
  • The largest Paychex buyer in Q3 2018 was Glenmede Trust, an estimated $431M added.
  • The largest Paychex seller in Q3 2018 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2018.