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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
BFC
951
Bedel Financial Consulting
Indiana
$50K +$559 +7 +0.9%
LWA
952
Lenox Wealth Advisors
New York
$48K
RFA
953
Reilly Financial Advisors
California
$48K
FCA
954
FinTrust Capital Advisors
South Carolina
$47K +$7.99K +100 +15%
CAW
955
Cornerstone Advisors (Washington)
Washington
$47K +$24.4K +305 +68%
BC
956
Barnett & Company
Tennessee
$46K
RWML
957
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$45.9K
SWM
958
Sugarloaf Wealth Management
Georgia
$44K
PCM
959
Pinz Capital Management
New York
$44K +$55.9K +700 New
HWA
960
HHM Wealth Advisors
Tennessee
$44K +$56.2K +703 New
SWM
961
Selective Wealth Management
Virginia
$43K
MRCM
962
M&R Capital Management
New Jersey
$42K
DWM
963
Darwin Wealth Management
Florida
$36K +$47K +588 New
SAM
964
S.A. Mason
Michigan
$35K +$9.98K +125 +29%
TRCT
965
Tower Research Capital (TRC)
New York
$35K +$45K +563 New
EFSCE
966
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$19.3K -242 -31%
EI
967
Ellevest Inc
New York
$34K +$29.2K +366 +218%
FANJ
968
Financial Architects (New Jersey)
New Jersey
$33K +$240 +3 +0.6%
Walleye Trading
969
Walleye Trading
New York
$33K +$42K +526 New
HI
970
Hudock Inc
Pennsylvania
$32K
WWM
971
Willingdon Wealth Management
North Carolina
$32K
BII
972
Bainco International Investors
Massachusetts
$32K +$40.7K +509 New
SIC
973
Salem Investment Counselors
North Carolina
$31K +$32.7K +409 +449%
PCMK
974
Paragon Capital Management (Kansas)
Kansas
$30K -$7.95M -99,520 -100%
O
975
Ossiam
France
$29K -$49.4K -618 -57%

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.