We are live on ! Find out more
PAYX icon

Paychex

1,075 hedge funds and large institutions have $15.8B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 375 increasing their positions, 458 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $133M | Put options by funds: $62.3M

0.45% more ownership

Funds ownership: 69.32%69.77% (+0.45%)

9% less funds holding

Funds holding: 1,1811,075 (-106)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 458

25% less capital invested

Capital invested by funds: $21.1B → $15.8B (-$5.33B)

54% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 168

Holders
1,075
Holders Change
-106
Holders Change %
-8.98%
% of All Funds
23.68%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.31%
New
77
Increased
375
Reduced
458
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Cabot Wealth Management
Massachusetts
$304K
LWAC
777
Laurel Wealth Advisors (California)
California
$303K -$58K -726 -13%
WC
778
Woodstock Corp
Massachusetts
$303K
PSP
779
Principal Street Partners
Tennessee
$302K -$363K -4,550 -49%
OR
780
Olympiad Research
Connecticut
$300K +$49.9K +625 +15%
GAAM
781
Guinness Atkinson Asset Management
California
$299K +$41.5K +519 +12%
PGFC
782
Peapack-Gladstone Financial Corp
New Jersey
$299K +$41.9K +524 +12%
CTA
783
Chesley Taft & Associates
Illinois
$298K
Qube Research & Technologies (QRT)
784
Qube Research & Technologies (QRT)
United Kingdom
$297K -$4.17M -52,194 -92%
LA
785
Legacy Advisors
Pennsylvania
$296K -$9.35K -117 -2%
ACP
786
Ashfield Capital Partners
California
$296K
CCA
787
Checchi Capital Advisers
California
$293K +$7.19K +90 +2%
DLA
788
Douglas Lane & Associates
New York
$289K +$16K +200 +5%
MERSOM
789
Municipal Employees' Retirement System of Michigan
Michigan
$286K
OL
790
Optas LLC
Texas
$285K -$4.15K -52 -1%
WBG
791
Wharton Business Group
Pennsylvania
$284K
MAFM
792
Mid Atlantic Financial Management
Pennsylvania
$282K -$8.23K -103 -2%
RGC
793
Roberts, Glore & Co
Illinois
$279K
AW
794
Alpha Windward
Massachusetts
$278K -$12.7K -159 -3%
CAM
795
CenterStar Asset Management
Illinois
$278K
MYAM
796
Meiji Yasuda Asset Management
Japan
$277K -$3.18M -39,860 -90%
BCP
797
Berkeley Capital Partners
Georgia
$276K -$25.2K -316 -7%
KCM
798
Kanawha Capital Management
Virginia
$276K
QCG
799
Quadrant Capital Group
Ohio
$275K +$308K +3,857 +782%
HKAM
800
Horizon Kinetics Asset Management
New York
$274K -$52.9K -662 -13%

PAYX Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2020, worth a combined $15.8B — down 25% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of PAYX and 77 opened new positions — a net loss of 91 holders — while 458 trimmed existing stakes and 375 added.

The largest buyer was Select Equity Group, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $82.8M.

  • 1,075 institutional investors held Paychex (PAYX) as of Q1 2020, down from 1,181 in Q4 2019.
  • Funds reported $15.8B of Paychex stock for Q1 2020, down 25% quarter-over-quarter.
  • 77 funds opened new Paychex positions in Q1 2020 and 168 closed out, a net change of -91 holders.
  • The largest Paychex buyer in Q1 2020 was Select Equity Group, an estimated $149M added.
  • The largest Paychex seller in Q1 2020 was Wells Fargo, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2020.