We are live on ! Find out more
PAYX icon

Paychex

1,014 hedge funds and large institutions have $18.7B invested in Paychex in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 347 increasing their positions, 393 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 40

20% more call options, than puts

Call options by funds: $209M | Put options by funds: $174M

12% more capital invested

Capital invested by funds: $16.7B → $18.7B (+$2.04B)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5% more funds holding

Funds holding: 9691,014 (+45)

2.49% more ownership

Funds ownership: 68.15%70.64% (+2.5%)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 393

Holders
1,014
Holders Change
+45
Holders Change %
+4.64%
% of All Funds
23.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
93
Increased
347
Reduced
393
Closed
40
Calls
$209M
Puts
$174M
Net Calls
+$35M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
826
Horrell Capital Management
Arkansas
$221K
WI
827
WrapManager Inc
California
$221K +$1.29K +18 +0.6%
PHS
828
Pekin Hardy Strauss
Illinois
$220K +$3.09K +43 +1%
SC
829
Scotia Capital
Ontario, Canada
$220K +$215K +2,992 New
FAT
830
First American Trust
California
$219K -$1.01K -14 -0.5%
AW
831
ACG Wealth
Georgia
$217K +$934 +13 +0.4%
NL
832
NWAM LLC
Washington
$215K -$10.5K -146 -5%
LS
833
Livforsakringsbolaget Skandia
Sweden
$213K -$144K -2,000 -41%
RE
834
RBC Europe
United Kingdom
$212K
PM
835
Parametrica Management
Hong Kong
$212K +$207K +2,878 New
ZIC
836
ZWJ Investment Counsel
Georgia
$212K +$207K +2,880 New
DBRC
837
D.B. Root & Company
Pennsylvania
$212K +$207K +2,883 New
SWA
838
SFMG Wealth Advisors
Texas
$211K -$28.7K -400 -11%
JT
839
Jump Trading
Illinois
$211K +$206K +2,864 New
CSS
840
Cubist Systematic Strategies
Connecticut
$211K +$206K +2,866 New
Jacobs Levy Equity Management
841
Jacobs Levy Equity Management
New Jersey
$210K +$205K +2,850 New
BS
842
Boenning & Scattergood
Pennsylvania
$210K +$205K +2,856 New
AL
843
Aspiriant LLC
California
$207K -$37.7K -524 -16%
SA
844
SRH Advisors
Kansas
$206K
SFC
845
SYM Financial Corp
Indiana
$206K +$201K +2,799 New
RW
846
Rand Wealth
Maryland
$204K +$199K +2,765 New
BAM
847
Belpointe Asset Management
Nevada
$195K +$190K +2,648 New
CBT
848
Capital Bank & Trust
California
$189K
SCM
849
Silvant Capital Management
Georgia
$189K
OIA
850
Optimum Investment Advisors
Illinois
$188K +$82.6K +1,150 +82%

PAYX Hedge Fund Activity: Q3 2018 in Review

1,014 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q3 2018, worth a combined $18.7B — up 12% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PAYX positions and 40 closed out — a net gain of 53 holders — while 347 added to existing stakes and 393 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $431M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 1,014 institutional investors held Paychex (PAYX) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $18.7B of Paychex stock for Q3 2018, up 12% quarter-over-quarter.
  • 93 funds opened new Paychex positions in Q3 2018 and 40 closed out, a net change of +53 holders.
  • The largest Paychex buyer in Q3 2018 was Glenmede Trust, an estimated $431M added.
  • The largest Paychex seller in Q3 2018 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2018.