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Paychex

1,214 hedge funds and large institutions have $23.5B invested in Paychex in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 434 increasing their positions, 427 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 43

66% more call options, than puts

Call options by funds: $215M | Put options by funds: $130M

15% more capital invested

Capital invested by funds: $20.4B → $23.5B (+$3.1B)

10% more funds holding

Funds holding: 1,1081,214 (+106)

2% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 427

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.81% less ownership

Funds ownership: 71.24%70.43% (-0.81%)

Holders
1,214
Holders Change
+106
Holders Change %
+9.57%
% of All Funds
21.48%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
162
Increased
434
Reduced
427
Closed
43
Calls
$215M
Puts
$130M
Net Calls
+$85.5M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
326
BOK Financial
Oklahoma
$4.28M -$6.16M -69,343 -60%
JG
327
Jefferies Group
New York
$4.27M +$4.07M +45,852 New
PAS
328
Park Avenue Securities
New York
$4.24M +$548K +6,177 +16%
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.18M +$5.59K +63 +0.1%
BBVA
330
Banco Bilbao Vizcaya Argentaria
Spain
$4.18M +$1.75M +19,687 +78%
WIA
331
Westbourne Investment Advisors
Maryland
$4.16M -$127K -1,425 -3%
DZ Bank
332
DZ Bank
Germany
$4.13M
WDA
333
Wendell David Associates
New Hampshire
$4.12M -$134K -1,505 -3%
WB
334
Webster Bank
Connecticut
$4.12M -$7.1K -80 -0.2%
MSA
335
Mason Street Advisors
Wisconsin
$4.11M -$76.5K -861 -2%
AAM
336
Auxier Asset Management
Oregon
$4.07M -$20K -225 -0.5%
RFM
337
Royal Fund Management
Florida
$4.04M +$94.2K +1,061 +3%
DDC
338
DF Dent & Co
Maryland
$4.04M -$26.2K -295 -0.7%
MFS
339
Mirabella Financial Services
United Kingdom
$4.03M +$3.38M +38,116 +750%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$3.99M +$131K +1,471 +4%
EIM
341
Essex Investment Management
Massachusetts
$3.96M
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
$3.95M +$2.68M +30,160 +247%
EAM
343
Erste Asset Management
Austria
$3.94M +$2.87M +32,300 +323%
CT
344
Coastline Trust
Rhode Island
$3.91M +$15.5K +175 +0.4%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$3.87M +$521K +5,867 +16%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$3.85M +$519K +5,849 +16%
SWMG
347
Signature Wealth Management Group
Georgia
$3.84M -$94.7K -1,067 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$3.76M +$972K +10,945 +37%
MOACM
349
Mutual of America Capital Management
New York
$3.75M -$124K -1,394 -3%
COPPSERS
350
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.73M +$914K +10,294 +35%

PAYX Hedge Fund Activity: Q4 2020 in Review

1,214 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2020, worth a combined $23.5B — up 15% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PAYX positions and 43 closed out — a net gain of 119 holders — while 434 added to existing stakes and 427 trimmed.

The largest buyer was Select Equity Group, adding an estimated $159M. The largest seller was Norges Bank, cutting an estimated $102M.

  • 1,214 institutional investors held Paychex (PAYX) as of Q4 2020, up from 1,108 in Q3 2020.
  • Funds reported $23.5B of Paychex stock for Q4 2020, up 15% quarter-over-quarter.
  • 162 funds opened new Paychex positions in Q4 2020 and 43 closed out, a net change of +119 holders.
  • The largest Paychex buyer in Q4 2020 was Select Equity Group, an estimated $159M added.
  • The largest Paychex seller in Q4 2020 was Norges Bank, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2020.