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Paychex
PAYX

1,180 hedge funds and large institutions have $21.1B invested in Paychex in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 446 increasing their positions, 383 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 50

86% more call options, than puts

Call options by funds: $225M | Put options by funds: $121M

16% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 383

7% more funds holding

Funds holding: 1,103 → 1,180 (+77)

2% more capital invested

Capital invested by funds: $20.7B → $21.1B (+$375M)

0.99% less ownership

Funds ownership: 70.31% → 69.32% (-0.99%)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
1,180
Holders Change
+77
Holders Change %
+6.98%
% of All Funds
23.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.33%
New
147
Increased
446
Reduced
383
Closed
50
Calls
$225M
Puts
$121M
Net Calls
+$104M
Net Calls Change
-$15.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$63.4M
2
UBS AM
UBS AM
Illinois
+$35.9M
3
PI
PGGM Investments
Netherlands
+$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
5
SC
Samlyn Capital
New York
+$30.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$282M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$90M
3
Two Sigma Investments
Two Sigma Investments
New York
-$57.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$50.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1151
Zions Bancorporation
Utah
$5K -$2.28K -27 -31%
PA
1152
PSI Advisors
Florida
$5K +$5.4K +64 New
AA
1153
Argent Advisors
Louisiana
$5K +$5.48K +65 New
CAC
1154
Certified Advisory Corp
Florida
$4K – – –
LFG
1155
LifePlan Financial Group
Ohio
$4K – – –
MA
1156
MCF Advisors
Kentucky
$4K – – –
PO
1157
Private Ocean
California
$4K – – –
WCG
1158
Weaver Consulting Group
California
$4K – – –
EWA
1159
Evolution Wealth Advisors
Florida
$4K +$337 +4 +9%
TIM
1160
Tortoise Investment Management
New York
$3K – – –
SQA
1161
Simon Quick Advisors
New Jersey
$3K +$2.53K +30 New
WAS
1162
Winch Advisory Services
Wisconsin
$3K +$3.37K +40 New
CAM
1163
Columbia Asset Management
Michigan
$2.79K – – –
BL
1164
Balentine LLC
Georgia
$2K +$844 +10 +83%
CWAF
1165
Core Wealth Advisors (Florida)
Florida
$2K +$1.6K +19 New
IWP
1166
IAG Wealth Partners
Wisconsin
$2K +$1.69K +20 New
ETC
1167
Exchange Traded Concepts
Oklahoma
$2K +$1.94K +23 New
RG
1168
Retirement Group
California
$2K +$1.94K +23 New
WCM
1169
Wealthcare Capital Management
Virginia
$2K +$2.36K +28 New
ED
1170
Exane Derivatives
France
$1.49K – – –
BWM
1171
BerganKDV Wealth Management
Minnesota
$1K -$1.26K -15 -52%
1NWS
1172
1 North Wealth Services
Maryland
$1K – – –
PWP
1173
Personal Wealth Partners
Minnesota
$1K – – –
CCA
1174
Column Capital Advisors
Indiana
$1K +$1.52K +18 New
LP
1175
LMR Partners
United Kingdom
$855 +$848K +10,054 New
45 46
47
48 49

PAYX Hedge Fund Activity: Q4 2019 in Review

1,180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2019, worth a combined $21.1B — up 1.8% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PAYX positions and 50 closed out — a net gain of 97 holders — while 446 added to existing stakes and 383 trimmed.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Invesco, cutting an estimated $282M.

  • 1,180 institutional investors held Paychex (PAYX) as of Q4 2019, up from 1,103 in Q3 2019.
  • Funds reported $21.1B of Paychex stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 147 funds opened new Paychex positions in Q4 2019 and 50 closed out, a net change of +97 holders.
  • The largest Paychex buyer in Q4 2019 was BlackRock, an estimated $63.4M added.
  • The largest Paychex seller in Q4 2019 was Invesco, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2019.