We are live on ! Find out more
PAYX icon

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
FGAM
801
Financial Gravity Asset Management
Texas
$137K +$148K +2,244 New
DCM
802
Dupont Capital Management
Delaware
$135K +$4.63K +70 +3%
PMFA
803
Plante Moran Financial Advisors
Michigan
$132K +$132 +2 +0.1%
1832 Asset Management
804
1832 Asset Management
Ontario, Canada
$123K
SFG
805
SevenBridge Financial Group
Pennsylvania
$122K
OBWP
806
O'Brien Wealth Partners
Massachusetts
$119K +$127K +1,925 New
ZB
807
Zions Bancorporation
Utah
$113K +$925 +14 +0.8%
AC
808
Avestar Capital
New York
$108K -$3.57K -54 -3%
JAM
809
Jolley Asset Management
North Carolina
$108K
GWM
810
Geneos Wealth Management
Colorado
$108K +$4.23K +64 +4%
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$107K -$91.7K -1,387 -45%
Credit Agricole
812
Credit Agricole
France
$105K
PA
813
Parallel Advisors
California
$98K -$1.26K -19 -1%
SSB
814
Sandy Spring Bank
Maryland
$98K +$92.5K +1,399 +717%
BBHC
815
Brown Brothers Harriman & Co
New York
$95K -$83.4K -1,262 -45%
FPFS
816
First Personal Financial Services
North Carolina
$94K
Parallax Volatility Advisers
817
Parallax Volatility Advisers
California
$93K -$394K -5,964 -80%
ARMT
818
Amica Retiree Medical Trust
Rhode Island
$93K +$99.7K +1,509 New
GEA
819
Glen Eagle Advisors
New Jersey
$87.4K -$32.3K -489 -26%
FMB
820
Field & Main Bank
Kentucky
$86K -$4.96K -75 -5%
IIC
821
Integrated Investment Consultants
Michigan
$86K +$92.4K +1,398 New
OIA
822
Optimum Investment Advisors
Illinois
$86K +$92.5K +1,400 New
MCM
823
Manchester Capital Management
Vermont
$82K +$21.5K +326 +32%
FFC
824
First Financial Corp
Indiana
$79K
SIC
825
Salem Investment Counselors
North Carolina
$78K -$33K -500 -28%