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Paychex

969 hedge funds and large institutions have $16.7B invested in Paychex in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

38% more call options, than puts

Call options by funds: $139M | Put options by funds: $101M

8% more capital invested

Capital invested by funds: $15.4B → $16.7B (+$1.23B)

3% more funds holding

Funds holding: 938969 (+31)

1.53% less ownership

Funds ownership: 69.69%68.15% (-1.5%)

12% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 370

Holders
969
Holders Change
+31
Holders Change %
+3.3%
% of All Funds
22.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.48%
New
93
Increased
327
Reduced
370
Closed
54
Calls
$139M
Puts
$101M
Net Calls
+$38.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
751
Greatmark Investment Partners
Georgia
$274K +$19.4K +300 +8%
SNT
752
Security National Trust
West Virginia
$273K
NQWM
753
Northwest Quadrant Wealth Management
Oregon
$272K +$1.35K +21 +0.5%
PJSIMP
754
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K -$24.2K -375 -9%
PGFC
755
Peapack-Gladstone Financial Corp
New Jersey
$271K -$1.94K -30 -0.8%
HBT
756
Hills Bank & Trust
Iowa
$267K
JGUA
757
John G. Ullman & Associates
New York
$267K +$5.61K +87 +2%
PAS
758
Professional Advisory Services
Florida
$267K +$6.45K +100 +3%
BIM
759
Bridges Investment Management
Nebraska
$266K +$251K +3,885 New
SP
760
Successful Portfolios
Florida
$264K -$4.45K -69 -2%
BPB
761
Badgley, Phelps & Bell
Washington
$263K -$32.9K -510 -12%
MSA
762
Marino Stram & Associates
Massachusetts
$261K -$11.4K -177 -4%
SBA
763
Secrest Blakey & Associates
North Carolina
$260K -$8.06K -125 -3%
IMOV
764
Investment Management of Virginia
Virginia
$260K
FHA
765
Flagship Harbor Advisors
Massachusetts
$260K +$13.5K +209 +6%
KWMG
766
King Wealth Management Group
Florida
$259K +$839 +13 +0.3%
SM
767
Sciencast Management
New Jersey
$257K -$1.25M -19,359 -84%
CDH
768
Charles D. Hyman
$256K
LOAME
769
Lombard Odier Asset Management (Europe)
United Kingdom
$254K
FMLI
770
Fukoku Mutual Life Insurance
Japan
$253K
DCM
771
Dupont Capital Management
Delaware
$251K +$95.8K +1,485 +68%
CPA
772
Clear Perspective Advisors
Illinois
$249K
ISL
773
Ingalls & Snyder LLC
New York
$248K -$42.9K -665 -16%
HCM
774
Hollencrest Capital Management
California
$248K -$7.42K -115 -3%
SWA
775
SFMG Wealth Advisors
Texas
$247K

PAYX Hedge Fund Activity: Q2 2018 in Review

969 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2018, worth a combined $16.7B — up 8% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PAYX positions and 54 closed out — a net gain of 39 holders — while 327 added to existing stakes and 370 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $113M. The largest seller was Bank of America, cutting an estimated $501M.

  • 969 institutional investors held Paychex (PAYX) as of Q2 2018, up from 938 in Q1 2018.
  • Funds reported $16.7B of Paychex stock for Q2 2018, up 8% quarter-over-quarter.
  • 93 funds opened new Paychex positions in Q2 2018 and 54 closed out, a net change of +39 holders.
  • The largest Paychex buyer in Q2 2018 was Arrowstreet Capital, an estimated $113M added.
  • The largest Paychex seller in Q2 2018 was Bank of America, an estimated $501M sold.

Based on aggregated 13F filings for Q2 2018.