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Paychex
PAYX

Overview Fund Activity

1,070 hedge funds and large institutions have $15.7B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 457 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-107
Holders Change %
-9.09%
% of All Funds
23.64%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
76
Increased
373
Reduced
457
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$118M
2
TAM
Troy Asset Management
United Kingdom
+$99.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$72.9M
4
Capital International Investors
Capital International Investors
California
+$62.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$59.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$65.2M
2
Goldman Sachs
Goldman Sachs
New York
-$63.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$61.3M
4
Capital World Investors
Capital World Investors
California
-$44.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
926
EPG Wealth Management
Georgia
$81K +$23.9K +378 +42%
DAM
927
Delta Asset Management
Tennessee
$79K – – –
TSW
928
Thompson Siegel & Walmsley
Virginia
$77K – – –
MHR
929
Matthew Hamilton Rosenberg
$75K +$75K +1,179 New
VFA
930
Valeo Financial Advisors
Indiana
$74K +$39.2K +586 +113%
PFGIA
931
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$379 +6 +0.5%
PCG
932
Private Capital Group
Connecticut
$70K -$376 -6 -0.5%
MAM
933
Meeder Asset Management
Ohio
$69K +$33.6K +536 +95%
EWM
934
Endurance Wealth Management
Rhode Island
$69K +$69K +1,089 New
SWA
935
Sutton Wealth Advisors
Florida
$66.6K +$1.13K +18 +2%
HFM
936
Harvest Fund Management
China
$64K -$31.4K -503 -33%
CIA
937
CSat Investment Advisory
Michigan
$64K +$7.13K +115 +13%
PGAM
938
Princeton Global Asset Management
New Jersey
$62K – – –
TPCW
939
TD Private Client Wealth
New York
$60.8K -$26K -413 -30%
AA
940
Ancora Advisors
Ohio
$60K – – –
CAL
941
Capital Advisors Ltd
Ohio
$60K – – –
TFS
942
TrustCore Financial Services
Tennessee
$59K – – –
Lazard Asset Management
943
Lazard Asset Management
New York
$59K +$59K +945 New
FPFS
944
First Personal Financial Services
North Carolina
$57K -$17.3K -273 -23%
EW
945
Evoke Wealth
California
$56.5K -$12.1K -193 -18%
HWA
946
Heritage Wealth Advisors
Virginia
$55.1K – – –
BFC
947
Bedel Financial Consulting
Indiana
$50K +$439 +7 +0.9%
RFA
948
Reilly Financial Advisors
California
$48K – – –
LWA
949
Lenox Wealth Advisors
New York
$48K – – –
FCA
950
FinTrust Capital Advisors
South Carolina
$47K +$6.26K +100 +15%
36 37
38
39 40