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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
FCA
1151
FLC Capital Advisors
California
-$268K -3,149 Closed
HAIM
1152
Hunter Associates Investment Management
Pennsylvania
-$264K -3,102 Closed
YMRC
1153
Yorktown Management & Research Company
Virginia
-$264K -3,100 Closed
CGL
1154
Clarius Group LLC
Washington
-$268K -3,068 Closed
SFG
1155
SevenBridge Financial Group
Pennsylvania
-$260K -3,054 Closed
FIM
1156
Frontier Investment Management
Texas
-$259K -3,046 Closed
ACG
1157
Allen Capital Group
Nebraska
-$258K -3,039 Closed
LIM
1158
Loudon Investment Management
New Hampshire
-$256K -3,009 Closed
DIM
1159
Delta Investment Management
California
-$255K -3,000 Closed
GWAG
1160
Garrett Wealth Advisory Group
Texas
-$255K -3,000 Closed
CFW
1161
CA Family Wealth
California
-$255K -2,993 Closed
PHS
1162
Pekin Hardy Strauss
Illinois
-$255K -2,993 Closed
DWT
1163
Dorsey & Whitney Trust
South Dakota
-$254K -2,986 Closed
FAT
1164
First American Trust
California
-$251K -2,953 Closed
OAM
1165
Oxford Asset Management
United Kingdom
-$251K -2,949 Closed
FWM
1166
Foresight Wealth Management
Utah
-$249K -2,930 Closed
FFA
1167
First Foundation Advisors
California
-$249K -2,923 Closed
TI
1168
Truepoint Inc
Ohio
-$247K -2,902 Closed
AAM
1169
American Asset Management
Florida
-$247K -2,900 Closed
IP
1170
Investment Partners
Ohio
-$246K -2,897 Closed
AWM
1171
Altavista Wealth Management
North Carolina
-$241K -2,834 Closed
AWM
1172
Aberdeen Wealth Management
Illinois
-$241K -2,832 Closed
CPA
1173
Clear Perspective Advisors
Illinois
-$240K -2,822 Closed
SBA
1174
Secrest Blakey & Associates
North Carolina
-$239K -2,812 Closed
SWP
1175
Summit Wealth Partners
Florida
-$236K -2,780 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.