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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
SWP
876
Strategic Wealth Partners
Ohio
$18K -$4.23K -64 -18%
BAM
877
Barrett Asset Management
New York
$18K
FCMT
878
Founders Capital Management (Texas)
Texas
$18K
MUS
879
Mitsubishi UFJ Securities
Japan
$18K
QCG
880
Quadrant Capital Group
Ohio
$18K +$859 +13 +4%
WDL
881
Well Done LLC
Michigan
$18K +$19.4K +294 New
OAJ
882
Ogorek Anthony Joseph
New York
$17K +$6.08K +92 +47%
BC
883
Bartlett & Co
Ohio
$17K +$18K +272 New
BCWM
884
Bartlett & Co Wealth Management
Ohio
$16.8K +$18K +272 New
LFA
885
Legacy Financial Advisors
Kentucky
$16K
GTAM
886
Global Trust Asset Management
Florida
$15K
PFO
887
Pathstone Family Office
New Jersey
$15K +$16.3K +246 New
GAM
888
Gemmer Asset Management
California
$14K
TC
889
Trust Company
Kansas
$14K
VCM
890
Vigilant Capital Management
Maine
$14K
VCM
891
Versant Capital Management
Arizona
$13K -$1.45K -22 -9%
HCM
892
Highlander Capital Management
New Jersey
$12K
IDBONY
893
Israel Discount Bank of New York
New York
$12K
MMG
894
Monetary Management Group
Missouri
$12K
PAI
895
Pittenger & Anderson Inc
Nebraska
$12K
Carson Wealth (CWM LLC)
896
Carson Wealth (CWM LLC)
Nebraska
$12K +$991 +15 +8%
PFSC
897
Peoples Financial Services Corp
Pennsylvania
$11K
EARNEST Partners
898
EARNEST Partners
Georgia
$10K
PCA
899
Peddock Capital Advisors
Massachusetts
$9K
LA
900
Legacy Advisors
Pennsylvania
$9K +$9.91K +150 New