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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
DLHL
801
Donald L. Hagan LLC
Florida
$13K +$11.8K +235 New
ZB
802
Zions Bancorporation
Utah
$12K
AF
803
Allworth Financial
California
$11K -$3.93K -78 -28%
DBT
804
Dubuque Bank & Trust
Iowa
$11K
HCM
805
Highlander Capital Management
New Jersey
$11K
MMG
806
Monetary Management Group
Missouri
$11K
VCM
807
Vigilant Capital Management
Maine
$11K
GAM
808
Gemmer Asset Management
California
$11K +$2.97K +59 +36%
CFS
809
Commonwealth Financial Services
West Virginia
$9K
LWA
810
Lowe Wealth Advisors
Maryland
$9K
EFSCE
811
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$28.6K -568 -80%
WOC
812
West Oak Capital
California
$6.75K
GWM
813
Gupta Wealth Management
California
$6K -$44.6K -885 -89%
TFO
814
Tarbox Family Office
California
$6K
AWM
815
AllSquare Wealth Management
New York
$5K
Carson Wealth (CWM LLC)
816
Carson Wealth (CWM LLC)
Nebraska
$5K
LWA
817
Lenox Wealth Advisors
New York
$5K
FAM
818
Fred Alger Management
New York
$5K +$4.94K +98 New
N
819
Nuveen
North Carolina
$4.8K +$1.43M +28,371 +47%
TSU
820
TD Securities (USA)
New York
$4K +$50 +1 +1%
AA
821
AlphaMark Advisors
Kentucky
$4K +$3.93K +78 New
QCG
822
Quadrant Capital Group
Ohio
$3K +$2.22K +44 +232%
UFA
823
US Financial Advisors
Massachusetts
$3K +$2.47K +49 New
CAW
824
Cornerstone Advisors (Washington)
Washington
$2K -$19.3K -384 -92%
MA
825
MCF Advisors
Kentucky
$2K

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.