We are live on ! Find out more
PAYX icon

Paychex

876 hedge funds and large institutions have $14B invested in Paychex in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 336 increasing their positions, 325 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $138M | Put options by funds: $55.7M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

3% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 325

0% more funds holding

Funds holding: 876876 (0)

0.83% less ownership

Funds ownership: 68.97%68.13% (-0.83%)

4% less capital invested

Capital invested by funds: $14.6B → $14B (-$625M)

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
876
Holders Change
Holders Change %
0%
% of All Funds
21.84%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.35%
New
68
Increased
336
Reduced
325
Closed
61
Calls
$138M
Puts
$55.7M
Net Calls
+$81.9M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
826
Mountain Capital Investment Advisors
Colorado
$19K +$19.7K +336 New
JCM
827
Jacobi Capital Management
Pennsylvania
$18K
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$4.4K -75 -20%
ADL
829
Asset Dedication LLC
California
$17K
AWM
830
Avior Wealth Management
Nebraska
$17K
FCMT
831
Founders Capital Management (Texas)
Texas
$17K
MUS
832
Mitsubishi UFJ Securities
Japan
$17K
VNA
833
Valley National Advisers
Pennsylvania
$17K
GI
834
Gradient Investments
Minnesota
$16K -$3.99K -68 -20%
SBL
835
Sargent Bickham Lagudis
Colorado
$16K +$2K +34 +14%
BCI
836
Brinker Capital Investments
Pennsylvania
$14K
QCG
837
Quadrant Capital Group
Ohio
$14K
TC
838
Trust Company
Kansas
$13K -$8.81K -150 -40%
VCM
839
Versant Capital Management
Arizona
$13K -$2.35K -40 -14%
GAM
840
Gemmer Asset Management
California
$13K
FMTCOCP
841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.4K -$2.94K -50 -20%
AF
842
Allworth Financial
California
$11K -$1.47K -25 -11%
HCM
843
Highlander Capital Management
New Jersey
$11K
IDBONY
844
Israel Discount Bank of New York
New York
$11K
MMG
845
Monetary Management Group
Missouri
$11K
PAI
846
Pittenger & Anderson Inc
Nebraska
$11K
VCM
847
Vigilant Capital Management
Maine
$11K
PFSC
848
Peoples Financial Services Corp
Pennsylvania
$10K
CCM
849
Cribstone Capital Management
Maine
$9K -$5.87K -100 -40%
LWA
850
Lowe Wealth Advisors
Maryland
$9K