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Paychex
PAYX

Overview Fund Activity

1,099 hedge funds and large institutions have $20.7B invested in Paychex in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 366 increasing their positions, 466 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+21
Holders Change %
+1.95%
% of All Funds
23.91%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.54%
New
89
Increased
366
Reduced
466
Closed
53
Calls
$222M
Puts
$71.4M
Net Calls
+$151M
Net Calls Change
-$7.67M

Top Buyers

1
BlackRock
BlackRock
New York
$2.84B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$107M
3
Wells Fargo
Wells Fargo
California
$766M
4
BG
Bahl & Gaynor
Ohio
$261M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$279M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Capital World Investors
Capital World Investors
California
$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
Select Equity Group
Select Equity Group
New York
$299M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$631M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
1076
Quadrant Capital Group
Ohio
$5K -$2.54K -32 -34%
SGAM
1077
Smith Group Asset Management
Texas
$4K – – –
LFG
1078
LifePlan Financial Group
Ohio
$4K – – –
MA
1079
MCF Advisors
Kentucky
$4K – – –
CAC
1080
Certified Advisory Corp
Florida
$4K – – –
WCG
1081
Weaver Consulting Group
California
$4K – – –
SBL
1082
Sargent Bickham Lagudis
Colorado
$4K +$4K +45 New
EWA
1083
Evolution Wealth Advisors
Florida
$4K +$4K +47 New
FCH
1084
Freestone Capital Holdings
Washington
$3.81K -$499 -6,069 -12%
TIM
1085
Tortoise Investment Management
New York
$3K – – –
PO
1086
Private Ocean
California
$3K +$3K +37 New
MWM
1087
Mascoma Wealth Management
New Hampshire
$2K -$72.6K -1,053 -97%
BWM
1088
BerganKDV Wealth Management
Minnesota
$2K – – –
GWMIA
1089
Global Wealth Management Investment Advisory
Florida
$2K – – –
DWM
1090
Destination Wealth Management
California
$2K +$2K +20 New
WAS
1091
Winch Advisory Services
Wisconsin
$2K +$2K +20 New
CPIA
1092
Cornell Pochily Investment Advisors
New York
$1.88K -$213 -2,587 -10%
ED
1093
Exane Derivatives
France
$1.4K – – –
MWC
1094
MBM Wealth Consultants
Missouri
$1K +$1K +8 New
W
1095
WealthStone
Ohio
$411 +$411 +5 New
WIM
1096
Westside Investment Management
California
$13 +$13 +165 New
WIC
1097
Willis Investment Counsel
Georgia
– -$30.9M -727,488 Closed
Lord, Abbett & Co
1098
Lord, Abbett & Co
New Jersey
– -$24.8M -308,800 Closed
MNG
1099
Manning & Napier Group
New York
– -$11.3M -141,097 Closed
RBA
1100
Richard Bernstein Advisors
New York
– -$6.36M -79,341 Closed
42 43
44
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