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Paychex

938 hedge funds and large institutions have $15.4B invested in Paychex in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 315 increasing their positions, 401 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $130M | Put options by funds: $124M

0.75% more ownership

Funds ownership: 68.94%69.69% (+0.75%)

5% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 83

1% less funds holding

Funds holding: 952938 (-14)

8% less capital invested

Capital invested by funds: $16.8B → $15.4B (-$1.43B)

21% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 401

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
938
Holders Change
-14
Holders Change %
-1.47%
% of All Funds
21.5%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.34%
New
79
Increased
315
Reduced
401
Closed
83
Calls
$130M
Puts
$124M
Net Calls
+$6.32M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1001
NWAM LLC
Washington
-$201K -2,953 Closed
PHS
1002
Pekin Hardy Strauss
Illinois
-$201K -2,950 Closed
CA
1003
Calton & Associates
Florida
-$151K -2,158 Closed
Acadian Asset Management
1004
Acadian Asset Management
Massachusetts
-$109K -1,608 Closed
WA
1005
Waverly Advisors
Alabama
-$98K -1,445 Closed
BBA
1006
Braun-Bostich & Associates
Pennsylvania
-$63K -923 Closed
WAM
1007
Wolverine Asset Management
Illinois
-$55K -820 Closed
DPA
1008
Delphi Private Advisors
California
-$49K -715 Closed
STA
1009
Summit Trail Advisors
New York
-$46K -673 Closed
WA
1010
Winfield Associates
Ohio
-$23K -335 Closed
KJWM
1011
Kiley Juergens Wealth Management
Washington
-$14K -218 Closed
AssetMark Inc
1012
AssetMark Inc
California
-$14K -212 Closed
TL
1013
TrueWealth LLC
Georgia
-$14K -199 Closed
FFG
1014
Ford Financial Group
California
-$9K -133 Closed
BWA
1015
BDO Wealth Advisors
Florida
-$8K -111 Closed
FMA
1016
FNY Managed Accounts
New York
-$3K -56 Closed
TIM
1017
Tortoise Investment Management
New York
-$2K -34 Closed
MCM
1018
Mainstay Capital Management
Michigan
-$1K -14 Closed
VCM
1019
Virtue Capital Management
Tennessee
-$1K -9 Closed
JA
1020
JOYN Advisors
Georgia
+$330 +5 New