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Paychex

1,036 hedge funds and large institutions have $15.9B invested in Paychex in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $119M | Put options by funds: $55M

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 1,0151,036 (+21)

1.74% less ownership

Funds ownership: 70.64%68.91% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 396

15% less capital invested

Capital invested by funds: $18.7B → $15.9B (-$2.83B)

Holders
1,036
Holders Change
+21
Holders Change %
+2.07%
% of All Funds
23.08%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
117
Increased
350
Reduced
396
Closed
86
Calls
$119M
Puts
$55M
Net Calls
+$64.4M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$9K +$7.45K +110 +423%
ME
1002
McIlrath & Eck
Washington
$8K
TFO
1003
Tarbox Family Office
California
$8K
AS
1004
Altshuler Shaham
Israel
$8K +$7.99K +118 New
BCI
1005
Brinker Capital Investments
Pennsylvania
$8K +$8.74K +129 New
AWM
1006
AllSquare Wealth Management
New York
$7K
DBT
1007
Dubuque Bank & Trust
Iowa
$7K
NSB
1008
Norway Savings Bank
Maine
$7K +$6.77K +100 New
Rockefeller Capital Management
1009
Rockefeller Capital Management
New York
$6K
SWP
1010
Strategic Wealth Partners
Ohio
$6K
PCP
1011
Proficio Capital Partners
Massachusetts
$6K +$1.02K +15 +21%
AA
1012
AlphaMark Advisors
Kentucky
$5K
JAM
1013
JCIC Asset Management
Ontario, Canada
$5K
LWA
1014
Lowe Wealth Advisors
Maryland
$5K
TWA
1015
TCI Wealth Advisors
Arizona
$4K +$474 +7 +13%
1NWS
1016
1 North Wealth Services
Maryland
$4K +$4.47K +66 New
CAC
1017
Certified Advisory Corp
Florida
$3K
EWM
1018
Elmwood Wealth Management
California
$3K
LFG
1019
LifePlan Financial Group
Ohio
$3K
MA
1020
MCF Advisors
Kentucky
$3K
NWM
1021
Northwest Wealth Management
Iowa
$3K
SGAM
1022
Smith Group Asset Management
Texas
$3K
CAW
1023
Cornerstone Advisors (Washington)
Washington
$2K
FC
1024
Ferris Capital
Massachusetts
$2K
TIM
1025
Tortoise Investment Management
New York
$2K

PAYX Hedge Fund Activity: Q4 2018 in Review

1,036 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2018, worth a combined $15.9B — down 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PAYX positions and 86 closed out — a net gain of 31 holders — while 350 added to existing stakes and 396 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was American International Group, cutting an estimated $425M.

  • 1,036 institutional investors held Paychex (PAYX) as of Q4 2018, up from 1,015 in Q3 2018.
  • Funds reported $15.9B of Paychex stock for Q4 2018, down 15% quarter-over-quarter.
  • 117 funds opened new Paychex positions in Q4 2018 and 86 closed out, a net change of +31 holders.
  • The largest Paychex buyer in Q4 2018 was BlackRock, an estimated $106M added.
  • The largest Paychex seller in Q4 2018 was American International Group, an estimated $425M sold.

Based on aggregated 13F filings for Q4 2018.