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Paychex

952 hedge funds and large institutions have $16.8B invested in Paychex in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 358 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 41

250% more call options, than puts

Call options by funds: $281M | Put options by funds: $80.2M

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

14% more capital invested

Capital invested by funds: $14.8B → $16.8B (+$2.02B)

12% more funds holding

Funds holding: 850952 (+102)

0.13% more ownership

Funds ownership: 68.81%68.94% (+0.13%)

13% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 358

Holders
952
Holders Change
+102
Holders Change %
+12%
% of All Funds
21.59%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.48%
New
146
Increased
310
Reduced
358
Closed
41
Calls
$281M
Puts
$80.2M
Net Calls
+$201M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Element Capital Management
New York
$43.8M +$42.2M +643,117 New
WRF
52
Waddell & Reed Financial
Kansas
$42.7M -$4.63M -70,570 -10%
DGI
53
Disciplined Growth Investors
Minnesota
$41.9M -$294K -4,476 -0.7%
First Trust Advisors
54
First Trust Advisors
Illinois
$40.9M -$2.06M -31,444 -5%
GKIM
55
GW&K Investment Management
Massachusetts
$40.8M -$1.16M -17,724 -3%
MAMU
56
Marathon Asset Management (UK)
United Kingdom
$40.1M -$2.19M -33,320 -5%
Citigroup
57
Citigroup
New York
$39.9M +$9.59M +146,063 +33%
ECM
58
Ensemble Capital Management
California
$39.6M -$939K -14,310 -2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$39.1M +$11M +167,981 +41%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$36.9M -$322K -4,899 -0.9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$36.9M +$1.75M +26,699 +5%
AllianceBernstein
62
AllianceBernstein
Tennessee
$36.8M -$1.04M -15,904 -3%
Asset Management One
63
Asset Management One
Japan
$36.4M -$188K -2,864 -0.5%
EIP
64
Epoch Investment Partners
New York
$36.3M -$887K -13,508 -2%
AQR Capital Management
65
AQR Capital Management
Connecticut
$35.5M +$11.1M +168,968 +48%
Principal Financial Group
66
Principal Financial Group
Iowa
$34M +$937K +14,272 +3%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$32.9M +$166K +2,529 +0.5%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$32.2M -$92.1K -1,403 -0.3%
William Blair & Company
69
William Blair & Company
Illinois
$30.8M +$300K +4,569 +1%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$30.6M -$310K -4,720 -1%
TA
71
Teachers Advisors
New York
$30.4M +$2.27M +34,562 +8%
Prudential Financial
72
Prudential Financial
New Jersey
$30.3M +$193K +2,940 +0.7%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$29.8M -$665K -10,130 -2%
ESCM
74
Echo Street Capital Management
New York
$29.4M -$17.9M -272,606 -39%
BI
75
BlueSpruce Investments
Illinois
$28.6M +$750K +11,426 +3%

PAYX Hedge Fund Activity: Q4 2017 in Review

952 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2017, worth a combined $16.8B — up 14% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new PAYX positions and 41 closed out — a net gain of 105 holders — while 310 added to existing stakes and 358 trimmed.

The largest buyer was American International Group, adding an estimated $450M. The largest seller was Fidelity Investments, cutting an estimated $158M.

  • 952 institutional investors held Paychex (PAYX) as of Q4 2017, up from 850 in Q3 2017.
  • Funds reported $16.8B of Paychex stock for Q4 2017, up 14% quarter-over-quarter.
  • 146 funds opened new Paychex positions in Q4 2017 and 41 closed out, a net change of +105 holders.
  • The largest Paychex buyer in Q4 2017 was American International Group, an estimated $450M added.
  • The largest Paychex seller in Q4 2017 was Fidelity Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.