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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
FAT
1076
First American Trust
California
-$219K -2,970 Closed
AW
1077
ACG Wealth
Georgia
-$217K -2,940 Closed
NL
1078
NWAM LLC
Washington
-$215K -2,919 Closed
DBRC
1079
D.B. Root & Company
Pennsylvania
-$212K -2,883 Closed
JT
1080
Jump Trading
Illinois
-$211K -2,864 Closed
BS
1081
Boenning & Scattergood
Pennsylvania
-$210K -2,856 Closed
Jacobs Levy Equity Management
1082
Jacobs Levy Equity Management
New Jersey
-$210K -2,850 Closed
IP
1083
Investment Partners
Ohio
-$247 -2,807 Closed
SFC
1084
SYM Financial Corp
Indiana
-$206K -2,799 Closed
AL
1085
Aspiriant LLC
California
-$207K -2,788 Closed
BAM
1086
Belpointe Asset Management
Nevada
-$195K -2,648 Closed
GP
1087
Girard Partners
Pennsylvania
-$164K -2,238 Closed
EDRH
1088
Edmond de Rothschild Holding
Switzerland
-$151K -2,054 Closed
OBWP
1089
O'Brien Wealth Partners
Massachusetts
-$142K -1,925 Closed
TPWA
1090
TRUE Private Wealth Advisors
Oregon
-$137K -1,857 Closed
CPH
1091
C Partners Holding
Switzerland
-$124K -1,684 Closed
AIM
1092
Assured Investment Management
New York
-$95K -1,286 Closed
SIC
1093
Salem Investment Counselors
North Carolina
-$95K -1,285 Closed
NEAM
1094
New England Asset Management
Connecticut
-$89K -1,203 Closed
KJWM
1095
Kiley Juergens Wealth Management
Washington
-$80K -1,096 Closed
WSTAM
1096
Wilbanks Smith & Thomas Asset Management
Virginia
-$80K -1,085 Closed
IP
1097
Intellectus Partners
California
-$76K -1,031 Closed
MPIA
1098
Mountain Pacific Investment Advisers
Idaho
-$74K -1,010 Closed
AA
1099
Ancora Advisors
Ohio
-$70K -950 Closed
TG
1100
TLP Group
Illinois
-$49K -660 Closed

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.