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Paychex

1,014 hedge funds and large institutions have $18.7B invested in Paychex in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 347 increasing their positions, 393 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 40

20% more call options, than puts

Call options by funds: $209M | Put options by funds: $174M

12% more capital invested

Capital invested by funds: $16.7B → $18.7B (+$2.04B)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5% more funds holding

Funds holding: 9691,014 (+45)

2.49% more ownership

Funds ownership: 68.15%70.64% (+2.5%)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 393

Holders
1,014
Holders Change
+45
Holders Change %
+4.64%
% of All Funds
23.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
93
Increased
347
Reduced
393
Closed
40
Calls
$209M
Puts
$174M
Net Calls
+$35M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
976
Measured Wealth Private Client Group
New Hampshire
$11K +$11K +153 New
ME
977
McIlrath & Eck
Washington
$9K
NCM
978
New Capital Management
Texas
$9K
TFO
979
Tarbox Family Office
California
$9K
CIA
980
CSat Investment Advisory
Michigan
$9K +$144 +2 +2%
FIA
981
FNY Investment Advisers
New York
$9K +$9.56K +133 New
DBT
982
Dubuque Bank & Trust
Iowa
$8K -$1.08K -15 -12%
OFW
983
Omnia Family Wealth
Florida
$8K
PO
984
Private Ocean
California
$7K -$19.4K -270 -75%
AWM
985
AllSquare Wealth Management
New York
$7K
DAM
986
Delta Asset Management
Tennessee
$7K
Rockefeller Capital Management
987
Rockefeller Capital Management
New York
$6K -$39.5K -550 -86%
AWMS
988
Advocacy Wealth Management Services
Georgia
$6K
AA
989
AlphaMark Advisors
Kentucky
$6K
LWA
990
Lowe Wealth Advisors
Maryland
$6K
SWP
991
Strategic Wealth Partners
Ohio
$6K
IP
992
Isthmus Partners
Wisconsin
$6K +$6.11K +85 New
PCP
993
Proficio Capital Partners
Massachusetts
$5K -$719 -10 -12%
JAM
994
JCIC Asset Management
Ontario, Canada
$5K
WCAMG
995
Woodard & Company Asset Management Group
North Carolina
$5K +$4.6K +64 New
LFG
996
LifePlan Financial Group
Ohio
$4K
TWA
997
TCI Wealth Advisors
Arizona
$4K
CAC
998
Certified Advisory Corp
Florida
$3K
CAW
999
Cornerstone Advisors (Washington)
Washington
$3K
MA
1000
MCF Advisors
Kentucky
$3K

PAYX Hedge Fund Activity: Q3 2018 in Review

1,014 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q3 2018, worth a combined $18.7B — up 12% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PAYX positions and 40 closed out — a net gain of 53 holders — while 347 added to existing stakes and 393 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $431M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 1,014 institutional investors held Paychex (PAYX) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $18.7B of Paychex stock for Q3 2018, up 12% quarter-over-quarter.
  • 93 funds opened new Paychex positions in Q3 2018 and 40 closed out, a net change of +53 holders.
  • The largest Paychex buyer in Q3 2018 was Glenmede Trust, an estimated $431M added.
  • The largest Paychex seller in Q3 2018 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2018.