We are live on ! Find out more
PAYX icon

Paychex

1,075 hedge funds and large institutions have $15.8B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 375 increasing their positions, 458 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $133M | Put options by funds: $62.3M

0.45% more ownership

Funds ownership: 69.32%69.77% (+0.45%)

9% less funds holding

Funds holding: 1,1811,075 (-106)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 458

25% less capital invested

Capital invested by funds: $21.1B → $15.8B (-$5.33B)

54% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 168

Holders
1,075
Holders Change
-106
Holders Change %
-8.98%
% of All Funds
23.68%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.31%
New
77
Increased
375
Reduced
458
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
926
TRUE Private Wealth Advisors
Oregon
$83K +$160 +2 +0.2%
AF
927
Allworth Financial
California
$83K +$10.1K +127 +11%
CI
928
CX Institutional
Indiana
$81K -$9.98K -125 -9%
CLOS
929
Compagnie Lombard Odier SCmA
Switzerland
$81K
EWM
930
EPG Wealth Management
Georgia
$81K +$30.2K +378 +42%
DAM
931
Delta Asset Management
Tennessee
$79K
TSW
932
Thompson Siegel & Walmsley
Virginia
$77K
MHR
933
Matthew Hamilton Rosenberg
$75K +$94.2K +1,179 New
VFA
934
Valeo Financial Advisors
Indiana
$74K +$46.8K +586 +113%
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$479 +6 +0.5%
PCG
936
Private Capital Group
Connecticut
$70K -$479 -6 -0.5%
MAM
937
Meeder Asset Management
Ohio
$69K +$42.8K +536 +95%
EWM
938
Endurance Wealth Management
Rhode Island
$69K +$87K +1,089 New
SWA
939
Sutton Wealth Advisors
Florida
$66.6K +$1.44K +18 +2%
HFM
940
Harvest Fund Management
China
$64K -$40.2K -503 -33%
CIA
941
CSat Investment Advisory
Michigan
$64K +$9.19K +115 +13%
PGAM
942
Princeton Global Asset Management
New Jersey
$62K
TPCW
943
TD Private Client Wealth
New York
$60.8K -$33K -413 -30%
AA
944
Ancora Advisors
Ohio
$60K
CAL
945
Capital Advisors Ltd
Ohio
$60K
TFS
946
TrustCore Financial Services
Tennessee
$59K
Lazard Asset Management
947
Lazard Asset Management
New York
$59K +$75.5K +945 New
FPFS
948
First Personal Financial Services
North Carolina
$57K -$21.8K -273 -23%
EW
949
Evoke Wealth
California
$56.5K -$15.4K -193 -18%
HWA
950
Heritage Wealth Advisors
Virginia
$55.1K

PAYX Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2020, worth a combined $15.8B — down 25% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of PAYX and 77 opened new positions — a net loss of 91 holders — while 458 trimmed existing stakes and 375 added.

The largest buyer was Select Equity Group, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $82.8M.

  • 1,075 institutional investors held Paychex (PAYX) as of Q1 2020, down from 1,181 in Q4 2019.
  • Funds reported $15.8B of Paychex stock for Q1 2020, down 25% quarter-over-quarter.
  • 77 funds opened new Paychex positions in Q1 2020 and 168 closed out, a net change of -91 holders.
  • The largest Paychex buyer in Q1 2020 was Select Equity Group, an estimated $149M added.
  • The largest Paychex seller in Q1 2020 was Wells Fargo, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2020.