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Paychex

1,036 hedge funds and large institutions have $15.9B invested in Paychex in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $119M | Put options by funds: $55M

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 1,0151,036 (+21)

1.74% less ownership

Funds ownership: 70.64%68.91% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 396

15% less capital invested

Capital invested by funds: $18.7B → $15.9B (-$2.83B)

Holders
1,036
Holders Change
+21
Holders Change %
+2.07%
% of All Funds
23.08%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
117
Increased
350
Reduced
396
Closed
86
Calls
$119M
Puts
$55M
Net Calls
+$64.4M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$89K -$12.9K -190 -13%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$89K +$10.4K +154 +13%
GEA
903
Glen Eagle Advisors
New Jersey
$83.3K -$948 -14 -1%
FFC
904
First Financial Corp
Indiana
$83K
PCG
905
Private Capital Group
Connecticut
$81K -$745 -11 -0.9%
GRP
906
Global Retirement Partners
California
$79K +$25.2K +372 +44%
AF
907
Allworth Financial
California
$78K +$50.8K +750 +170%
CIAS
908
Capital Investment Advisory Services
North Carolina
$78K +$80.7K +1,192 New
PFGIA
909
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$43.7K +645 +129%
AC
910
Avestar Capital
New York
$72K +$2.44K +36 +3%
OFW
911
Omnia Family Wealth
Florida
$72K +$67.1K +991 +926%
CYG
912
Clean Yield Group
Vermont
$70K +$73.3K +1,082 New
MWNA
913
Marshall Wace North America
New York
$69K +$71.3K +1,052 New
SWA
914
Sutton Wealth Advisors
Florida
$67.2K +$37.3K +550 +114%
TSW
915
Thompson Siegel & Walmsley
Virginia
$66K
CAL
916
Capital Advisors Ltd
Ohio
$63K
GLI
917
Guardian Life Insurance
New York
$59K
FANJ
918
Financial Architects (New Jersey)
New Jersey
$59K +$339 +5 +0.6%
SLF
919
Sun Life Financial
Ontario, Canada
$57K +$68 +1 +0.1%
RWML
920
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$54.1K
EWA
921
ERTS Wealth Advisors
Michigan
$53K +$55.5K +820 New
LNB
922
Ledyard National Bank
$51K
NCM
923
Nelson Capital Management
California
$49K
RFA
924
Reilly Financial Advisors
California
$49K
AIA
925
Alera Investment Advisors
Illinois
$49K +$50.9K +751 New

PAYX Hedge Fund Activity: Q4 2018 in Review

1,036 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2018, worth a combined $15.9B — down 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PAYX positions and 86 closed out — a net gain of 31 holders — while 350 added to existing stakes and 396 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was American International Group, cutting an estimated $425M.

  • 1,036 institutional investors held Paychex (PAYX) as of Q4 2018, up from 1,015 in Q3 2018.
  • Funds reported $15.9B of Paychex stock for Q4 2018, down 15% quarter-over-quarter.
  • 117 funds opened new Paychex positions in Q4 2018 and 86 closed out, a net change of +31 holders.
  • The largest Paychex buyer in Q4 2018 was BlackRock, an estimated $106M added.
  • The largest Paychex seller in Q4 2018 was American International Group, an estimated $425M sold.

Based on aggregated 13F filings for Q4 2018.