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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
KA
826
Kaizen Advisory
Illinois
$75K -$1.18M -17,829 -94%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$74K -$991 -15 -1%
PCG
828
Private Capital Group
Connecticut
$74K +$727 +11 +0.9%
EMG
829
ETF Managers Group
New Jersey
$73K +$9.91K +150 +14%
BWM
830
Baystate Wealth Management
Massachusetts
$71K -$12.4K -187 -14%
CIP
831
Convergence Investment Partners
Florida
$68K +$73.2K +1,108 New
IP
832
Intellectus Partners
California
$63K
TSW
833
Thompson Siegel & Walmsley
Virginia
$62K
AWA
834
Acorn Wealth Advisors
Michigan
$58K +$62.9K +952 New
ECM
835
Estabrook Capital Management
New York
$55.4K
FANJ
836
Financial Architects (New Jersey)
New Jersey
$55K -$15.9K -240 -21%
GRP
837
Global Retirement Partners
California
$51K +$1.98K +30 +4%
VFA
838
Valeo Financial Advisors
Indiana
$51K +$21.5K +325 +65%
RFA
839
Reilly Financial Advisors
California
$47K
GLI
840
Guardian Life Insurance
New York
$45K -$20.1K -304 -29%
MRCM
841
M&R Capital Management
New Jersey
$45K -$6.61K -100 -12%
MWM
842
Mascoma Wealth Management
New Hampshire
$45K +$46.3K +700 +2,414%
AP
843
Advisors Preferred
Maryland
$45K +$47.8K +724 New
BFC
844
Bedel Financial Consulting
Indiana
$43K +$46.6K +705 New
VIA
845
Vantage Investment Advisors
Pennsylvania
$39K
YWP
846
YorkBridge Wealth Partners
New York
$37K
MFW
847
Mosaic Family Wealth
Missouri
$35K -$17.9K -271 -32%
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
MOS
849
MGO One Seven
Ohio
$35K +$2.64K +40 +8%
HDIM
850
Hanson & Doremus Investment Management
Vermont
$35K +$37.3K +565 New