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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
WA
701
WBH Advisory
Maryland
$258K +$42.7K +703 +19%
RGC
702
Roberts, Glore & Co
Illinois
$257K -$8.51K -140 -3%
LFAS
703
Level Four Advisory Services
Texas
$257K +$268K +4,412 New
TMAM
704
Tokio Marine Asset Management
Japan
$256K -$81.9K -1,348 -24%
PFS
705
Physicians Financial Services
North Carolina
$256K +$15.3K +252 +6%
NBC
706
Neuberger Berman Canada
Ontario, Canada
$255K +$10.4K +171 +4%
NFG
707
Next Financial Group
Texas
$253K -$385K -6,328 -60%
PWM
708
Perigon Wealth Management
California
$253K
MCM
709
McKinley Capital Management
Alaska
$250K -$27.3K -450 -10%
AW
710
ACG Wealth
Georgia
$250K -$17.7K -292 -6%
ISB
711
Iowa State Bank
Iowa
$250K
HCM
712
Hollencrest Capital Management
California
$249K +$257K +4,230 New
BFG
713
Beacon Financial Group
Texas
$248K -$8.76M -144,109 -97%
FHA
714
Flagship Harbor Advisors
Massachusetts
$248K +$2.55K +42 +1%
IH
715
IFC Holdings
Florida
$247K -$62.7K -1,032 -20%
SIC
716
Schwartz Investment Counsel
Michigan
$247K
ISL
717
Ingalls & Snyder LLC
New York
$246K -$1.82K -30 -0.7%
KCM
718
Kanawha Capital Management
Virginia
$246K
GC
719
Grimes & Company
Massachusetts
$244K -$65.2K -1,073 -21%
PIM
720
Penobscot Investment Management
Massachusetts
$243K -$54.7K -900 -18%
CT
721
Cambridge Trust
Massachusetts
$243K +$2.67K +44 +1%
KI
722
Koch Industries
Kansas
$242K +$250K +4,116 New
HTC
723
Haverford Trust Company
Pennsylvania
$239K +$47.7K +785 +24%
BMO
724
Beck Mack & Oliver
New York
$238K
MCWS
725
McKinley Carter Wealth Services
West Virginia
$237K +$12.6K +207 +5%