We are live on ! Find out more
PAYX icon

Paychex

1,075 hedge funds and large institutions have $15.8B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 375 increasing their positions, 458 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $133M | Put options by funds: $62.3M

0.45% more ownership

Funds ownership: 69.32%69.77% (+0.45%)

9% less funds holding

Funds holding: 1,1811,075 (-106)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 458

25% less capital invested

Capital invested by funds: $21.1B → $15.8B (-$5.33B)

54% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 168

Holders
1,075
Holders Change
-106
Holders Change %
-8.98%
% of All Funds
23.68%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.31%
New
77
Increased
375
Reduced
458
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
876
SFMG Wealth Advisors
Texas
$212K
WP
877
WealthPLAN Partners
Nebraska
$210K -$22.4K -281 -8%
BCM
878
Buckhead Capital Management
Georgia
$209K -$154K -1,932 -37%
BCI
879
Brinker Capital Investments
Pennsylvania
$209K +$7.27K +91 +3%
BCV
880
Banque Cantonale Vaudoise
Switzerland
$206K -$431K -5,400 -62%
PIA
881
Powell Investment Advisors
Florida
$206K -$8.39K -105 -3%
CCB
882
Cutter & Co Brokerage
Missouri
$205K +$4.63K +58 +2%
SFG
883
SNS Financial Group
Minnesota
$204K +$799 +10 +0.3%
CFIA
884
Cantor Fitzgerald Investment Advisors
New York
$201K
CBT
885
Capital Bank & Trust
California
$201K
TF
886
Tompkins Financial
New York
$198K +$24.4K +305 +11%
AIM
887
AIA Investment Management
Singapore
$195K +$11.3K +141 +5%
RE
888
RBC Europe
United Kingdom
$182K
PVH
889
Psagot Value Holdings
Israel
$178K -$110K -1,376 -33%
SA
890
SRH Advisors
Kansas
$176K
RIM
891
Rampart Investment Management
Connecticut
$175K -$297K -3,723 -57%
VRM
892
Vectors Research Management
New York
$175K -$19.5K -244 -8%
First Manhattan
893
First Manhattan
New York
$174K
GWM
894
Geneos Wealth Management
Colorado
$171K -$24.5K -307 -10%
AIC
895
Ameritas Investment Company
Nebraska
$167K +$104K +1,303 +92%
LC
896
Lindbrook Capital
California
$163K -$43.9K -550 -17%
VNA
897
Valley National Advisers
Pennsylvania
$160K
AWA
898
Arkadios Wealth Advisors
Georgia
$147K +$16.7K +209 +10%
CFG
899
Citizens Financial Group
Rhode Island
$147K +$36.9K +462 +25%
CG
900
Cutler Group
California
$141K -$42.7K -534 -19%

PAYX Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2020, worth a combined $15.8B — down 25% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of PAYX and 77 opened new positions — a net loss of 91 holders — while 458 trimmed existing stakes and 375 added.

The largest buyer was Select Equity Group, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $82.8M.

  • 1,075 institutional investors held Paychex (PAYX) as of Q1 2020, down from 1,181 in Q4 2019.
  • Funds reported $15.8B of Paychex stock for Q1 2020, down 25% quarter-over-quarter.
  • 77 funds opened new Paychex positions in Q1 2020 and 168 closed out, a net change of -91 holders.
  • The largest Paychex buyer in Q1 2020 was Select Equity Group, an estimated $149M added.
  • The largest Paychex seller in Q1 2020 was Wells Fargo, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2020.