We are live on ! Find out more
PAYX icon

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
GC
726
Grimes & Company
Massachusetts
$233K -$3.17K -54 -1%
WCM
727
Weatherstone Capital Management
Colorado
$231K +$238K +4,051 New
BMO
728
Beck Mack & Oliver
New York
$230K
ISL
729
Ingalls & Snyder LLC
New York
$229K -$8.51K -145 -3%
HBT
730
Hills Bank & Trust
Iowa
$228K
MFBTD
731
MB Financial Bank - Trust Department
Illinois
$228K
SNT
732
Security National Trust
West Virginia
$228K
AFP
733
Ausdal Financial Partners
Iowa
$227K +$234K +3,979 New
MFW
734
Mosaic Family Wealth
Missouri
$226K +$10.2K +173 +5%
DWT
735
Dorsey & Whitney Trust
South Dakota
$223K +$229K +3,905 New
IMOV
736
Investment Management of Virginia
Virginia
$222K -$2.94K -50 -1%
ABC
737
Associated Banc-Corp
Wisconsin
$222K
LIM
738
Loudon Investment Management
New Hampshire
$221K
GXMC
739
Global X Management Company
New York
$220K -$31.1K -529 -12%
MCWS
740
McKinley Carter Wealth Services
West Virginia
$219K -$11.3K -193 -5%
JGUA
741
John G. Ullman & Associates
New York
$218K
CL
742
CPWM LLC
Washington
$217K
NQWM
743
Northwest Quadrant Wealth Management
Oregon
$217K +$1.47K +25 +0.6%
CPA
744
Clear Perspective Advisors
Illinois
$216K -$55.8K -950 -20%
CFA
745
Carroll Financial Associates
North Carolina
$216K
KWMG
746
King Wealth Management Group
Florida
$216K
HIC
747
Holderness Investments Company
North Carolina
$215K +$221K +3,769 New
BPB
748
Badgley, Phelps & Bell
Washington
$214K
IFWM
749
Institute for Wealth Management
Colorado
$213K +$218K +3,709 New
DIA
750
Denver Investment Advisors
Colorado
$212K -$3.88K -66 -2%

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.