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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
LFG
1051
LifePlan Financial Group
Ohio
$3K
MA
1052
MCF Advisors
Kentucky
$3K
CWAF
1053
Core Wealth Advisors (Florida)
Florida
$3K +$2.32K +29 +153%
EWM
1054
Elmwood Wealth Management
California
$2.4K +$3.12K +39 New
ZB
1055
Zions Bancorporation
Utah
$2K -$2.56K -32 -54%
WAS
1056
Winch Advisory Services
Wisconsin
$2K -$799 -10 -25%
IWP
1057
IAG Wealth Partners
Wisconsin
$2K
PO
1058
Private Ocean
California
$2K
TIM
1059
Tortoise Investment Management
New York
$2K
WAMC
1060
Western Asset Management Company
California
$2K +$1.92K +24 New
AA
1061
AlphaMark Advisors
Kentucky
$2K +$2.08K +26 +2,600%
OAM
1062
Optimal Asset Management
California
$1.51K +$1.34M +16,799 +233%
ED
1063
Exane Derivatives
France
$1.07K
BWM
1064
BerganKDV Wealth Management
Minnesota
$1K
CCA
1065
Column Capital Advisors
Indiana
$1K
PFO
1066
Pathstone Family Office
New Jersey
$1K +$1.2K +15 New
PW
1067
Price Wealth
Texas
$1K +$1.2K +15 New
SIAS
1068
Shine Investment Advisory Services
Colorado
$1K +$1.52K +19 New
FCH
1069
Freestone Capital Holdings
Washington
$336 -$101K -1,269 -19%
WA
1070
WBH Advisory
Maryland
$235 -$23.7K -297 -7%
FGAM
1071
Financial Gravity Asset Management
Texas
$152 -$2.4K -30 -94%
TI
1072
tru Independence
Oregon
$53
WIM
1073
Westside Investment Management
California
$10 +$13.2K +165 New
Assenagon Asset Management
1074
Assenagon Asset Management
Luxembourg
-$32.3M -379,297 Closed
SC
1075
Samlyn Capital
New York
-$30.8M -362,009 Closed

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.