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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
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$10.7K +162 +40%
HI
852
Hudock Inc
Pennsylvania
$32K +$66 +1 +0.2%
WWM
853
Willingdon Wealth Management
North Carolina
$31K -$8.59K -130 -21%
EA
854
Edge Advisors
Georgia
$30K -$13.4K -203 -29%
AF
855
Allworth Financial
California
$30K
CB
856
Community Bank
New York
$30K
TFS
857
TrustCore Financial Services
Tennessee
$30K +$32.6K +493 New
SWA
858
Sutton Wealth Advisors
Florida
$29.6K
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$19.1K -289 -38%
OFS
860
Orrstown Financial Services
Pennsylvania
$28K
RIA
861
RPG Investment Advisory
California
$28K
OSAM
862
O'Shaughnessy Asset Management
Connecticut
$28K +$29.9K +453 New
AIM
863
Advantage Investment Management
Iowa
$27K
AIM
864
Arcadia Investment Management
Michigan
$27K
MIFH
865
Migdal Insurance & Financial Holdings
Israel
$26K -$2.38K -36 -8%
BCM
866
Brasada Capital Management
Texas
$26K
JCM
867
Jacobi Capital Management
Pennsylvania
$26K +$66 +1 +0.2%
AWM
868
Avior Wealth Management
Nebraska
$25K -$7.27K -110 -21%
TRCT
869
Tower Research Capital (TRC)
New York
$22K -$408K -6,178 -94%
GI
870
Gradient Investments
Minnesota
$22K +$7.73K +117 +47%
PO
871
Private Ocean
California
$22K +$23.8K +360 New
FMTCOCP
872
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20.2K
TF
873
Tompkins Financial
New York
$20K
ADL
874
Asset Dedication LLC
California
$19K
SLF
875
Sun Life Financial
Ontario, Canada
$18.3K -$1.31M -19,796 -95%