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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
GFP
901
Gryphon Financial Partners
Ohio
$8K
NCM
902
New Capital Management
Texas
$8K
TFO
903
Tarbox Family Office
California
$8K
DBT
904
Dubuque Bank & Trust
Iowa
$8K +$6.34K +96 +356%
AS
905
Altshuler Shaham
Israel
$8K +$31.4K +475 New
WIM
906
Westside Investment Management
California
$7.9K
OFW
907
Omnia Family Wealth
Florida
$7K -$15.7K -238 -69%
KTC
908
Kistler-Tiffany Companies
Pennsylvania
$7K -$12.8K -193 -64%
ME
909
McIlrath & Eck
Washington
$7K
AWM
910
AllSquare Wealth Management
New York
$6K
DAM
911
Delta Asset Management
Tennessee
$6K
MGIA
912
Moneta Group Investment Advisors
Missouri
$6K +$5.68K +86 +1,720%
TA
913
Townsend & Associates
Colorado
$5K -$1.59M -24,116 -100%
AWMS
914
Advocacy Wealth Management Services
Georgia
$5K
AA
915
AlphaMark Advisors
Kentucky
$5K
LWA
916
Lowe Wealth Advisors
Maryland
$5K
PCP
917
Proficio Capital Partners
Massachusetts
$5K +$661 +10 +14%
JAM
918
JCIC Asset Management
Ontario, Canada
$4K +$4.69K +71 New
GWS
919
Glassman Wealth Services
Virginia
$3K -$1.12K -17 -24%
MA
920
MCF Advisors
Kentucky
$3K
TWA
921
TCI Wealth Advisors
Arizona
$3K
VNA
922
Valley National Advisers
Pennsylvania
$3K
NWM
923
Northwest Wealth Management
Iowa
$3K +$2.91K +44 New
PS
924
Portfolio Solutions
Michigan
$3K +$3.17K +48 New
LFG
925
LifePlan Financial Group
Ohio
$3K +$3.3K +50 New