We are live on ! Find out more
PAYX icon

Paychex
PAYX

1,080 hedge funds and large institutions have $20.3B invested in Paychex in 2019 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 398 increasing their positions, 382 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $241M | Put options by funds: $81.9M

73% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 23 → 31 (+8)

28% more capital invested

Capital invested by funds: $15.9B → $20.3B (+$4.45B)

4% more funds holding

Funds holding: 1,035 → 1,080 (+45)

2.02% more ownership

Funds ownership: 68.91% → 70.93% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 382

Holders
1,080
Holders Change
+45
Holders Change %
+4.35%
% of All Funds
23.38%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.67%
New
130
Increased
398
Reduced
382
Closed
75
Calls
$241M
Puts
$81.9M
Net Calls
+$159M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$448M
2
BlackRock
BlackRock
New York
+$253M
3
GT
Glenmede Trust
Pennsylvania
+$65.6M
4
APG Asset Management
APG Asset Management
Netherlands
+$49.6M
5
TCIM
TIAA CREF Investment Management
New York
+$36.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$112M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$90.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.6M
4
Select Equity Group
Select Equity Group
New York
-$70.2M
5
Morgan Stanley
Morgan Stanley
New York
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RE
876
RBC Europe
United Kingdom
$231K – – –
DBRC
877
D.B. Root & Company
Pennsylvania
$231K +$213K +2,883 New
GWM
878
Geneos Wealth Management
Colorado
$230K +$47.4K +643 +29%
FHA
879
First Horizon Advisors
Tennessee
$229K -$24.3K -330 -10%
BS
880
Boenning & Scattergood
Pennsylvania
$229K +$211K +2,856 New
IP
881
Investment Partners
Ohio
$228K +$210K +2,844 New
MCM
882
Maple Capital Management
Vermont
$227K +$208K +2,825 New
SA
883
SRH Advisors
Kansas
$225K – – –
CSS
884
Cubist Systematic Strategies
Connecticut
$224K -$699K -9,473 -77%
ACM
885
AlphaStar Capital Management
North Carolina
$224K +$206K +2,792 New
FHB
886
First Hawaiian Bank
Hawaii
$222K +$173K +2,352 +565%
CWM
887
Campbell Wealth Management
Virginia
$222K +$204K +2,765 New
PRC
888
Pearl River Capital
Michigan
$222K +$205K +2,776 New
CFA
889
Carroll Financial Associates
North Carolina
$221K +$49.2K +667 +32%
LFAS
890
Level Four Advisory Services
Texas
$218K -$292K -3,956 -59%
CGL
891
Clarius Group LLC
Washington
$218K +$200K +2,718 New
PMG
892
ProVise Management Group
Florida
$217K -$82.7K -1,121 -29%
AWP
893
Ascent Wealth Partners
New York
$217K +$199K +2,700 New
WI
894
WrapManager Inc
California
$217K +$199K +2,701 New
OSAM
895
O'Shaughnessy Asset Management
Connecticut
$216K +$198K +2,690 New
IA
896
IFP Advisors
Florida
$214K -$657K -8,905 -77%
MHS
897
M Holdings Securities
Oregon
$214K +$197K +2,669 New
CT
898
Cambridge Trust
Massachusetts
$213K +$196K +2,656 New
Jacobs Levy Equity Management
899
Jacobs Levy Equity Management
New Jersey
$213K +$196K +2,660 New
BIM
900
Bridgecreek Investment Management
Oklahoma
$211K +$194K +2,625 New
34 35
36
37 38

PAYX Hedge Fund Activity: Q1 2019 in Review

1,080 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2019, worth a combined $20.3B — up 28% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PAYX positions and 75 closed out — a net gain of 55 holders — while 398 added to existing stakes and 382 trimmed.

The largest buyer was Bank of America, adding an estimated $448M. The largest seller was Citadel Advisors, cutting an estimated $112M.

  • 1,080 institutional investors held Paychex (PAYX) as of Q1 2019, up from 1,035 in Q4 2018.
  • Funds reported $20.3B of Paychex stock for Q1 2019, up 28% quarter-over-quarter.
  • 130 funds opened new Paychex positions in Q1 2019 and 75 closed out, a net change of +55 holders.
  • The largest Paychex buyer in Q1 2019 was Bank of America, an estimated $448M added.
  • The largest Paychex seller in Q1 2019 was Citadel Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2019.