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Paychex
PAYX

1,180 hedge funds and large institutions have $21.1B invested in Paychex in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 446 increasing their positions, 383 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 50

86% more call options, than puts

Call options by funds: $225M | Put options by funds: $121M

16% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 383

7% more funds holding

Funds holding: 1,103 → 1,180 (+77)

2% more capital invested

Capital invested by funds: $20.7B → $21.1B (+$375M)

0.99% less ownership

Funds ownership: 70.31% → 69.32% (-0.99%)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
1,180
Holders Change
+77
Holders Change %
+6.98%
% of All Funds
23.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.33%
New
147
Increased
446
Reduced
383
Closed
50
Calls
$225M
Puts
$121M
Net Calls
+$104M
Net Calls Change
-$15.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$63.4M
2
UBS AM
UBS AM
Illinois
+$35.9M
3
PI
PGGM Investments
Netherlands
+$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
5
SC
Samlyn Capital
New York
+$30.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$282M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$90M
3
Two Sigma Investments
Two Sigma Investments
New York
-$57.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$50.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
801
NumerixS Investment Technologies
British Columbia, Canada
$383K +$380K +4,500 New
OC
802
Oakworth Capital
Alabama
$382K -$61.6K -730 -14%
IAN
803
Integrated Advisors Network
Texas
$382K +$379K +4,494 New
PHK
804
Point72 Hong Kong
Hong Kong
$381K -$587K -6,960 -61%
NICM
805
Neo Ivy Capital Management
New York
$381K -$221K -2,618 -37%
VWM
806
Venturi Wealth Management
Texas
$381K -$16K -190 -4%
SC
807
Scotia Capital
Ontario, Canada
$380K +$377K +4,472 New
FIM
808
Freedom Investment Management
Connecticut
$378K -$20.3K -241 -5%
RGC
809
Roberts, Glore & Co
Illinois
$378K +$97K +1,150 +35%
CG
810
Carmignac Gestion
France
$377K +$193K +2,288 +107%
FFSOTS
811
Fiduciary Financial Services of The Southwest
Texas
$374K -$46.4K -550 -11%
DLA
812
Douglas Lane & Associates
New York
$374K -$1.18K -14 -0.3%
KPW
813
Kore Private Wealth
New York
$374K +$337 +4 +0.1%
MA
814
MANA Advisors
New York
$374K +$3.8K +45 +1%
KCM
815
Kanawha Capital Management
Virginia
$373K +$12.6K +149 +4%
RA
816
RFG Advisory
Alabama
$373K +$370K +4,390 New
CCM
817
Crabel Capital Management
California
$371K +$368K +4,362 New
RMCM
818
Reynders McVeigh Capital Management
Massachusetts
$369K – – –
SWM
819
SeaCrest Wealth Management
New York
$367K -$90.4K -1,072 -20%
HPC
820
HM Payson & Co
Maine
$367K -$2.78K -33 -0.8%
AOWM
821
Alpha Omega Wealth Management
Virginia
$367K – – –
HTC
822
Haverford Trust Company
Pennsylvania
$366K – – –
ST
823
Smithfield Trust
Pennsylvania
$365K +$32.5K +385 +10%
PIM
824
Penobscot Investment Management
Massachusetts
$364K – – –
BIM
825
Bridges Investment Management
Nebraska
$363K – – –
31 32
33
34 35

PAYX Hedge Fund Activity: Q4 2019 in Review

1,180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2019, worth a combined $21.1B — up 1.8% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PAYX positions and 50 closed out — a net gain of 97 holders — while 446 added to existing stakes and 383 trimmed.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Invesco, cutting an estimated $282M.

  • 1,180 institutional investors held Paychex (PAYX) as of Q4 2019, up from 1,103 in Q3 2019.
  • Funds reported $21.1B of Paychex stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 147 funds opened new Paychex positions in Q4 2019 and 50 closed out, a net change of +97 holders.
  • The largest Paychex buyer in Q4 2019 was BlackRock, an estimated $63.4M added.
  • The largest Paychex seller in Q4 2019 was Invesco, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2019.