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Paychex

938 hedge funds and large institutions have $15.4B invested in Paychex in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 315 increasing their positions, 401 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $130M | Put options by funds: $124M

0.75% more ownership

Funds ownership: 68.94%69.69% (+0.75%)

5% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 83

1% less funds holding

Funds holding: 952938 (-14)

8% less capital invested

Capital invested by funds: $16.8B → $15.4B (-$1.43B)

21% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 401

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
938
Holders Change
-14
Holders Change %
-1.47%
% of All Funds
21.5%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.34%
New
79
Increased
315
Reduced
401
Closed
83
Calls
$130M
Puts
$124M
Net Calls
+$6.32M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
776
Level Four Advisory Services
Texas
$217K +$1.72K +26 +0.7%
YMRC
777
Yorktown Management & Research Company
Virginia
$216K
FHA
778
Flagship Harbor Advisors
Massachusetts
$216K +$31.9K +483 +16%
CCIA
779
Campbell & Co Investment Adviser
Maryland
$216K +$231K +3,500 New
AB
780
Atlas Brown
Kentucky
$214K +$230K +3,478 New
DLA
781
Douglas Lane & Associates
New York
$213K -$78K -1,181 -25%
CBT
782
Central Bank & Trust
Kentucky
$210K -$7.73K -117 -3%
LA
783
Lucus Advisors
New York
$210K +$225K +3,402 New
AW
784
Alpha Windward
Massachusetts
$206K +$2.97K +45 +1%
HH
785
Hilltop Holdings
Texas
$206K +$222K +3,361 New
IAA
786
Independent Advisor Alliance
North Carolina
$203K +$17K +257 +8%
CAM
787
Columbia Asset Management
Michigan
$202K
CPH
788
C Partners Holding
Switzerland
$201K -$56.2K -850 -21%
First Manhattan
789
First Manhattan
New York
$197K -$8.2K -124 -4%
AF
790
Advisornet Financial
Minnesota
$193K +$33.1K +501 +19%
HCM
791
Horrell Capital Management
Arkansas
$185K
SA
792
SRH Advisors
Kansas
$172K
LNB
793
Ledyard National Bank
$171K
WB
794
Webster Bank
Connecticut
$165K
CBT
795
Capital Bank & Trust
California
$158K -$6.74K -102 -4%
SCM
796
Silvant Capital Management
Georgia
$158K +$170K +2,572 New
LWA
797
Lenox Wealth Advisors
New York
$156K +$88.9K +1,345 +113%
CPA
798
Cowen Prime Advisors
New York
$148K
CFA
799
Carroll Financial Associates
North Carolina
$139K -$71.6K -1,083 -32%
FGC
800
Financial Gravity Companies
Texas
$137K +$25.8K +390 +21%