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Paychex

1,036 hedge funds and large institutions have $15.9B invested in Paychex in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $119M | Put options by funds: $55M

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 1,0151,036 (+21)

1.74% less ownership

Funds ownership: 70.64%68.91% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 396

15% less capital invested

Capital invested by funds: $18.7B → $15.9B (-$2.83B)

Holders
1,036
Holders Change
+21
Holders Change %
+2.07%
% of All Funds
23.08%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
117
Increased
350
Reduced
396
Closed
86
Calls
$119M
Puts
$55M
Net Calls
+$64.4M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
801
Dorsey & Whitney Trust
South Dakota
$254K
PAS
802
Professional Advisory Services
Florida
$254K
ER
803
Enlightenment Research
Florida
$254K +$264K +3,900 New
QT
804
Quantamental Technologies
New York
$254K +$264K +3,900 New
BIM
805
Bridges Investment Management
Nebraska
$253K
AB
806
Atlas Brown
Kentucky
$250K +$17.3K +256 +7%
CCMG
807
Clark Capital Management Group
Pennsylvania
$249K -$8.4K -124 -3%
JGUA
808
John G. Ullman & Associates
New York
$249K -$5.89K -87 -2%
PMG
809
ProVise Management Group
Florida
$249K
WA
810
Wealth Architects
California
$249K
SIC
811
Schwartz Investment Counsel
Michigan
$248K -$27.1K -400 -10%
GLA
812
Good Life Advisors
Pennsylvania
$244K -$35.8K -528 -12%
CDH
813
Charles D. Hyman
$244K -$1.76K -26 -0.7%
BPB
814
Badgley, Phelps & Bell
Washington
$244K
CA
815
Claro Advisors
Massachusetts
$244K +$225K +3,318 New
TFA
816
Transamerica Financial Advisors
Florida
$242K -$66.8K -986 -21%
LOAME
817
Lombard Odier Asset Management (Europe)
United Kingdom
$242K
FMLI
818
Fukoku Mutual Life Insurance
Japan
$241K
MSA
819
Marino Stram & Associates
Massachusetts
$241K
SF
820
Synovus Financial
Georgia
$238K +$2.78K +41 +1%
GAAM
821
Guinness Atkinson Asset Management
California
$238K +$248K +3,660 New
SP
822
Successful Portfolios
Florida
$237K -$5.76K -85 -2%
PM
823
Parametrica Management
Hong Kong
$237K +$52K +767 +27%
MWP
824
MYCIO Wealth Partners
Pennsylvania
$236K +$28.9K +427 +13%
SAM
825
Smithbridge Asset Management
Pennsylvania
$235K

PAYX Hedge Fund Activity: Q4 2018 in Review

1,036 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2018, worth a combined $15.9B — down 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PAYX positions and 86 closed out — a net gain of 31 holders — while 350 added to existing stakes and 396 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was American International Group, cutting an estimated $425M.

  • 1,036 institutional investors held Paychex (PAYX) as of Q4 2018, up from 1,015 in Q3 2018.
  • Funds reported $15.9B of Paychex stock for Q4 2018, down 15% quarter-over-quarter.
  • 117 funds opened new Paychex positions in Q4 2018 and 86 closed out, a net change of +31 holders.
  • The largest Paychex buyer in Q4 2018 was BlackRock, an estimated $106M added.
  • The largest Paychex seller in Q4 2018 was American International Group, an estimated $425M sold.

Based on aggregated 13F filings for Q4 2018.