We are live on ! Find out more
PAYX icon

Paychex

828 hedge funds and large institutions have $13.3B invested in Paychex in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 349 increasing their positions, 291 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $136M | Put options by funds: $73.3M

31% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 291

1% more funds holding

Funds holding: 820828 (+8)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

16% less capital invested

Capital invested by funds: $15.7B → $13.3B (-$2.47B)

Holders
828
Holders Change
+8
Holders Change %
+0.98%
% of All Funds
22.06%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.61%
New
71
Increased
349
Reduced
291
Closed
54
Calls
$136M
Puts
$73.3M
Net Calls
+$62.9M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
776
First Personal Financial Services
North Carolina
$41K -$8.51K -169 -18%
RFA
777
Reilly Financial Advisors
California
$41K
AWMS
778
Advocacy Wealth Management Services
Georgia
$37K +$32.3K +642 +1,338%
SSB
779
Sandy Spring Bank
Maryland
$33K +$18K +358 +143%
CFG
780
Citizens Financial Group
Rhode Island
$32K -$4.33K -86 -13%
GWS
781
Glassman Wealth Services
Virginia
$32K
VIA
782
Vantage Investment Advisors
Pennsylvania
$31K
AWM
783
Avior Wealth Management
Nebraska
$31K +$3.63K +72 +14%
EMG
784
ETF Managers Group
New Jersey
$31K +$26.5K +526 New
CB
785
Community Bank
New York
$28K -$10.1K -200 -27%
HI
786
Hudock Inc
Pennsylvania
$28K +$50 +1 +0.2%
HRC
787
Hoertkorn Richard Charles
$27K
CYG
788
Clean Yield Group
Vermont
$26K +$25.2K +500 New
SWA
789
Sutton Wealth Advisors
Florida
$25.7K +$24K +476 New
TWA
790
TCI Wealth Advisors
Arizona
$25K
PI
791
PineBridge Investments
New York
$25K +$2.17K +43 +10%
BAM
792
Barrett Asset Management
New York
$22K -$30.2K -600 -60%
RWA
793
Ropes Wealth Advisors
Massachusetts
$21K +$9.77K +194 +98%
VCM
794
Versant Capital Management
Arizona
$20K -$755 -15 -4%
TC
795
Trust Company
Kansas
$20K
MCM
796
McKinley Capital Management
Alaska
$19K +$18.1K +360 New
IR
797
Invictus RG
Bermuda
$16K -$4.53K -90 -23%
MUS
798
Mitsubishi UFJ Securities
Japan
$16K -$504 -10 -3%
ADL
799
Asset Dedication LLC
California
$16K
SHJ
800
Sharkey, Howes & Javer
Colorado
$16K +$14.9K +296 New

PAYX Hedge Fund Activity: Q1 2016 in Review

828 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2016, worth a combined $13.3B — down 16% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PAYX positions and 54 closed out — a net gain of 17 holders — while 349 added to existing stakes and 291 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $536M.

  • 828 institutional investors held Paychex (PAYX) as of Q1 2016, up from 820 in Q4 2015.
  • Funds reported $13.3B of Paychex stock for Q1 2016, down 16% quarter-over-quarter.
  • 71 funds opened new Paychex positions in Q1 2016 and 54 closed out, a net change of +17 holders.
  • The largest Paychex buyer in Q1 2016 was Royal London Asset Management, an estimated $210M added.
  • The largest Paychex seller in Q1 2016 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2016.