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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
PFS
826
Physicians Financial Services
North Carolina
$362K -$8.44K -100 -2%
ISB
827
Iowa State Bank
Iowa
$361K – – –
GAAM
828
Guinness Atkinson Asset Management
California
$361K +$42.2K +500 +13%
PGFC
829
Peapack-Gladstone Financial Corp
New Jersey
$360K -$153K -1,815 -30%
AA
830
ALPS Advisors
Colorado
$360K -$15.5K -184 -4%
HH
831
Hilltop Holdings
Texas
$360K +$28.6K +339 +9%
PVH
832
Psagot Value Holdings
Israel
$357K – – –
APP
833
Avantax Planning Partners
Iowa
$357K +$17.6K +209 +5%
SNT
834
Security National Trust
West Virginia
$356K +$15.2K +180 +5%
PJSIMP
835
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K – – –
AFP
836
Ausdal Financial Partners
Iowa
$354K +$43K +510 +14%
CYG
837
Clean Yield Group
Vermont
$352K – – –
OR
838
Olympiad Research
Connecticut
$352K +$350K +4,143 New
TCB
839
Texas Capital Bancshares
Texas
$351K -$4.72K -56 -1%
VIA
840
Vident Investment Advisory
Georgia
$351K -$3.63K -43 -1%
HAM
841
Highstreet Asset Management
Ontario, Canada
$350K +$347K +4,118 New
BS
842
Bessemer Securities
New York
$347K -$6.33K -75 -2%
OC
843
Oarsman Capital
Wisconsin
$345K -$8.44K -100 -2%
BMO
844
Beck Mack & Oliver
New York
$344K – – –
WA
845
WBH Advisory
Maryland
$344K +$253 +3 +0.1%
ATPW
846
Ashton Thomas Private Wealth
Arizona
$343K +$28.7K +340 +9%
KFS
847
Kelly Financial Services
Massachusetts
$343K – – –
GIP
848
Greatmark Investment Partners
Georgia
$341K – – –
IBOK
849
Independence Bank of Kentucky
Kentucky
$340K – – –
GIM
850
Groesbeck Investment Management
New Jersey
$340K +$337K +4,000 New
32 33
34
35 36

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.