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Paychex

969 hedge funds and large institutions have $16.7B invested in Paychex in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

38% more call options, than puts

Call options by funds: $139M | Put options by funds: $101M

8% more capital invested

Capital invested by funds: $15.4B → $16.7B (+$1.23B)

3% more funds holding

Funds holding: 938969 (+31)

1.53% less ownership

Funds ownership: 69.69%68.15% (-1.5%)

12% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 370

Holders
969
Holders Change
+31
Holders Change %
+3.3%
% of All Funds
22.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.48%
New
93
Increased
327
Reduced
370
Closed
54
Calls
$139M
Puts
$101M
Net Calls
+$38.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
851
Private Capital Group
Connecticut
$73K -$8.26K -128 -11%
TSW
852
Thompson Siegel & Walmsley
Virginia
$72K +$3.23K +50 +5%
IP
853
Intellectus Partners
California
$70K
AWA
854
Acorn Wealth Advisors
Michigan
$67K +$2.32K +36 +4%
SMFS
855
Squar Milner Financial Services
California
$67K +$62.9K +975 New
FANJ
856
Financial Architects (New Jersey)
New Jersey
$62K +$323 +5 +0.6%
BCA
857
Bay Colony Advisors
Massachusetts
$62K +$58.1K +900 New
GLI
858
Guardian Life Insurance
New York
$60K +$9.48K +147 +20%
GRP
859
Global Retirement Partners
California
$57K +$129 +2 +0.2%
EA
860
Edge Advisors
Georgia
$56K +$21.7K +337 +68%
MRCM
861
M&R Capital Management
New Jersey
$55K +$4.58K +71 +10%
CF
862
Centaurus Financial
California
$55K +$52.1K +808 New
RFA
863
Reilly Financial Advisors
California
$52K
LA
864
Legacy Advisors
Pennsylvania
$52K +$39.4K +610 +407%
MWM
865
Mascoma Wealth Management
New Hampshire
$50K
MFW
866
Mosaic Family Wealth
Missouri
$50K +$11K +170 +30%
BFC
867
Bedel Financial Consulting
Indiana
$48K
Rockefeller Capital Management
868
Rockefeller Capital Management
New York
$44K +$41.2K +638 New
VIA
869
Vantage Investment Advisors
Pennsylvania
$43K
VFA
870
Valeo Financial Advisors
Indiana
$42K -$15.4K -238 -29%
YWP
871
YorkBridge Wealth Partners
New York
$41K
BAMG
872
Brand Asset Management Group
Missouri
$41K +$38.7K +600 New
ACS
873
Archford Capital Strategies
Illinois
$40K +$37.7K +585 New
LWA
874
Lenox Wealth Advisors
New York
$38K -$127K -1,974 -78%
HI
875
Hudock Inc
Pennsylvania
$36K +$65 +1 +0.2%