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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
BC
926
Barnett & Company
Tennessee
$48K
CG
927
Cutler Group
California
$46K -$50.8K -750 -51%
BFC
928
Bedel Financial Consulting
Indiana
$46K
TCM
929
Tradewinds Capital Management
Washington
$44K -$2.71K -40 -6%
BTNA
930
Bremer Trust National Association
Minnesota
$44K +$45.5K +671 New
PAMU
931
Pictet Asset Management (UK)
United Kingdom
$43.3K +$4.32M +63,787 +11%
MRCM
932
M&R Capital Management
New Jersey
$43K -$9.14K -135 -17%
WANY
933
Wealthspire Advisors (New York)
New York
$43K +$44.5K +657 New
CFA
934
Clarfeld Financial Advisors
New York
$43K +$44.7K +660 New
LFA
935
Legacy Financial Advisors
Kentucky
$42K +$25.6K +378 +142%
BCA
936
Berman Capital Advisors
Georgia
$41K +$42.7K +631 New
RA
937
Rational Advisors
New York
$40K +$40.7K +601 +4,623%
VFA
938
Valeo Financial Advisors
Indiana
$39K -$23.2K -343 -37%
EFSCE
939
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$2.1K -31 -5%
BAMG
940
Brand Asset Management Group
Missouri
$39K
LPC
941
Loeb Partners Corp
New York
$39K +$40.6K +600 New
AIM
942
Advantage Investment Management
Iowa
$38K
WWM
943
Willingdon Wealth Management
North Carolina
$33K -$2.98K -44 -8%
HI
944
Hudock Inc
Pennsylvania
$31K -$2.44K -36 -7%
AAMU
945
Amundi Asset Management US
Massachusetts
$30.4K -$9.97M -147,252 -24%
RIA
946
RPG Investment Advisory
California
$30K
YWP
947
YorkBridge Wealth Partners
New York
$29K
TF
948
Tompkins Financial
New York
$28K
GT
949
Glenmede Trust
Pennsylvania
$27K -$403M -5,942,589 -93%
FHB
950
First Hawaiian Bank
Hawaii
$27K -$27.8K -410 -50%

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.