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Paychex

879 hedge funds and large institutions have $14.9B invested in Paychex in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 308 increasing their positions, 334 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $168M | Put options by funds: $72.3M

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

68.31% more ownership

Funds ownership: 0%68.31% (+68%)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

5% more funds holding

Funds holding: 840879 (+39)

4% more capital invested

Capital invested by funds: $14.4B → $14.9B (+$566M)

8% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 334

Holders
879
Holders Change
+39
Holders Change %
+4.64%
% of All Funds
21.98%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.63%
New
99
Increased
308
Reduced
334
Closed
48
Calls
$168M
Puts
$72.3M
Net Calls
+$95.4M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B +$31.5M +546,814 +3%
State Street
2
State Street
Massachusetts
$846M +$48.1M +833,967 +6%
BIT
3
BlackRock Institutional Trust
California
$586M -$11.8M -204,294 -2%
Bank of America
4
Bank of America
North Carolina
$584M -$41.4M -719,342 -7%
BFA
5
BlackRock Fund Advisors
California
$578M -$47.4M -823,108 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$565M +$147M +2,545,554 +38%
Wells Fargo
7
Wells Fargo
California
$510M -$10.2M -177,417 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$503M -$89.9M -1,560,216 -16%
Select Equity Group
9
Select Equity Group
New York
$496M +$30.9M +536,293 +7%
Capital World Investors
10
Capital World Investors
California
$452M +$123M +2,134,300 +40%
Northern Trust
11
Northern Trust
Illinois
$359M -$27.3M -474,109 -7%
Invesco
12
Invesco
Georgia
$291M -$12.2M -211,438 -4%
BG
13
BlackRock Group
United Kingdom
$245M -$7.41M -128,568 -3%
Goldman Sachs
14
Goldman Sachs
New York
$241M +$9.46M +164,168 +4%
LCOV
15
London Company of Virginia
Virginia
$224M +$22.2M +385,608 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$219M +$4.44M +77,131 +2%
Ameriprise
17
Ameriprise
Minnesota
$209M +$71.2M +1,234,865 +56%
Capital International Investors
18
Capital International Investors
California
$204M +$478K +8,300 +0.2%
JHIU
19
Janus Henderson Investors US
Colorado
$174M -$509K -8,836 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$164M -$3.85M -66,778 -2%
Norges Bank
21
Norges Bank
Norway
$159M -$5.47M -94,989 -4%
BG
22
Bahl & Gaynor
Ohio
$144M -$45.3M -785,322 -25%
MCI
23
McDonald Capital Investors
California
$133M -$1.66M -28,854 -1%
Morgan Stanley
24
Morgan Stanley
New York
$133M -$559K -9,699 -0.4%
Legal & General Group
25
Legal & General Group
United Kingdom
$115M -$2.28M -39,650 -2%

PAYX Hedge Fund Activity: Q4 2016 in Review

879 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2016, worth a combined $14.9B — up 3.9% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new PAYX positions and 48 closed out — a net gain of 51 holders — while 308 added to existing stakes and 334 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was American International Group, cutting an estimated $423M.

  • 879 institutional investors held Paychex (PAYX) as of Q4 2016, up from 840 in Q3 2016.
  • Funds reported $14.9B of Paychex stock for Q4 2016, up 3.9% quarter-over-quarter.
  • 99 funds opened new Paychex positions in Q4 2016 and 48 closed out, a net change of +51 holders.
  • The largest Paychex buyer in Q4 2016 was Fidelity Investments, an estimated $147M added.
  • The largest Paychex seller in Q4 2016 was American International Group, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2016.