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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
WB
1226
West Bancorporation
Iowa
-$24K -288 Closed
FWM
1227
Filbrandt Wealth Management
Wisconsin
-$14K -170 Closed
CH
1228
Canton Hathaway
Rhode Island
-$14K -161 Closed
BAMG
1229
Brand Asset Management Group
Missouri
-$11K -127 Closed
TAIM
1230
TD Ameritrade Investment Management
Nebraska
-$10K -118 Closed
VAIA
1231
Virtus Alternative Investment Advisers
Connecticut
-$9K -104 Closed
HWM
1232
Howard Wealth Management
Connecticut
-$8K -100 Closed
TL
1233
TrueWealth LLC
Georgia
-$7K -85 Closed
TCWM
1234
Total Clarity Wealth Management
Illinois
-$7K -81 Closed
LFA
1235
Lighthouse Financial Advisors
Maryland
-$6K -79 Closed
AA
1236
Argent Advisors
Louisiana
-$5K -65 Closed
PA
1237
PSI Advisors
Florida
-$5K -64 Closed
EWA
1238
Evolution Wealth Advisors
Florida
-$4K -51 Closed
WCG
1239
Weaver Consulting Group
California
-$4K -50 Closed
SQA
1240
Simon Quick Advisors
New Jersey
-$3K -30 Closed
WCM
1241
Wealthcare Capital Management
Virginia
-$2K -28 Closed
PWP
1242
Personal Wealth Partners
Minnesota
-$1K -12 Closed
CAN
1243
Claraphi Advisory Network
United States
+$639 +8 New

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.