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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
ADL
901
Asset Dedication LLC
California
$21K
BAM
902
Barrett Asset Management
New York
$21K
MUS
903
Mitsubishi UFJ Securities
Japan
$20K
LFA
904
Legacy Financial Advisors
Kentucky
$19K
OAJ
905
Ogorek Anthony Joseph
New York
$19K
GCM
906
Gables Capital Management
Florida
$18K +$17.7K +275 New
GTAM
907
Global Trust Asset Management
Florida
$16K
GAM
908
Gemmer Asset Management
California
$15K
TC
909
Trust Company
Kansas
$15K
VCM
910
Versant Capital Management
Arizona
$15K +$129 +2 +0.9%
TAIM
911
TD Ameritrade Investment Management
Nebraska
$15K +$13.7K +213 New
HCM
912
Highlander Capital Management
New Jersey
$14K
IDBONY
913
Israel Discount Bank of New York
New York
$14K
MMG
914
Monetary Management Group
Missouri
$14K
PAI
915
Pittenger & Anderson Inc
Nebraska
$14K
DWM
916
Destination Wealth Management
California
$14K +$13.2K +204 New
WWMSC
917
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$13.4K +208 New
KJWM
918
Kiley Juergens Wealth Management
Washington
$14K +$14.1K +218 New
BCWM
919
Bartlett & Co Wealth Management
Ohio
$13.3K -$4.97K -77 -28%
BC
920
Bartlett & Co
Ohio
$13K -$4.97K -77 -28%
B
921
Bridgeworth
Alabama
$13K +$13K +201 New
JA
922
JOYN Advisors
Georgia
$12K +$11.2K +173 +3,460%
EARNEST Partners
923
EARNEST Partners
Georgia
$11K
PFSC
924
Peoples Financial Services Corp
Pennsylvania
$10K -$1.94K -30 -17%
BCI
925
Brinker Capital Investments
Pennsylvania
$10K +$9.03K +140 New