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Paychex

1,238 hedge funds and large institutions have $27B invested in Paychex in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 470 increasing their positions, 420 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $201M | Put options by funds: $90.6M

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

32% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 79

12% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 420

10% more capital invested

Capital invested by funds: $24.7B → $27B (+$2.35B)

1% more funds holding

Funds holding: 1,2241,238 (+14)

0.28% more ownership

Funds ownership: 70.4%70.68% (+0.28%)

Holders
1,238
Holders Change
+14
Holders Change %
+1.14%
% of All Funds
21.55%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.45%
New
104
Increased
470
Reduced
420
Closed
79
Calls
$201M
Puts
$90.6M
Net Calls
+$110M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
326
IronBridge Private Wealth
Texas
$4.62M +$4.25M +42,286 +5,339%
SMG
327
Spectrum Management Group
Indiana
$4.61M -$82.6K -821 -2%
MFS
328
Mirabella Financial Services
United Kingdom
$4.58M +$3.8M +37,831 +774%
AAM
329
Auxier Asset Management
Oregon
$4.55M -$116K -1,155 -3%
II
330
IFM Investors
Australia
$4.5M +$644K +6,406 +18%
MOACM
331
Mutual of America Capital Management
New York
$4.49M +$48.9K +486 +1%
KAS
332
Kestra Advisory Services
Texas
$4.4M +$78K +776 +2%
DDC
333
DF Dent & Co
Maryland
$4.37M -$30.2K -300 -0.7%
SC
334
Sepio Capital
Utah
$4.36M -$524K -5,213 -11%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$4.34M -$111K -1,107 -3%
BFG
336
Beacon Financial Group
Texas
$4.34M -$122K -1,210 -3%
NC
337
NewSquare Capital
Pennsylvania
$4.34M +$276K +2,749 +7%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.31M +$4.12K +41 +0.1%
SPIA
339
Steward Partners Investment Advisory
New York
$4.28M -$1.22M -12,174 -23%
MYAM
340
Meiji Yasuda Asset Management
Japan
$4.27M +$42.2K +420 +1%
WB
341
Webster Bank
Connecticut
$4.25M +$139K +1,387 +4%
CC
342
Chicago Capital
Illinois
$4.22M
RFM
343
Royal Fund Management
Florida
$4.2M -$479K -4,767 -11%
Pacer Advisors
344
Pacer Advisors
Pennsylvania
$4.2M +$680K +6,765 +21%
CBTWT
345
Community Bank & Trust (Waco, Texas)
Texas
$4.18M -$60K -597 -2%
IWP
346
Icon Wealth Partners
Texas
$4.17M +$341K +3,386 +10%
SWMG
347
Signature Wealth Management Group
Georgia
$4.15M -$117K -1,160 -3%
EIM
348
Essex Investment Management
Massachusetts
$4.14M -$366K -3,640 -9%
NAM
349
Nissay Asset Management
Japan
$4.14M +$143K +1,417 +4%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$4.14M +$10.1K +100 +0.3%

PAYX Hedge Fund Activity: Q2 2021 in Review

1,238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2021, worth a combined $27B — up 9.5% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PAYX positions and 79 closed out — a net gain of 25 holders — while 470 added to existing stakes and 420 trimmed.

The largest buyer was Invesco, adding an estimated $105M. The largest seller was Swiss National Bank, cutting an estimated $86.1M.

  • 1,238 institutional investors held Paychex (PAYX) as of Q2 2021, up from 1,224 in Q1 2021.
  • Funds reported $27B of Paychex stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 104 funds opened new Paychex positions in Q2 2021 and 79 closed out, a net change of +25 holders.
  • The largest Paychex buyer in Q2 2021 was Invesco, an estimated $105M added.
  • The largest Paychex seller in Q2 2021 was Swiss National Bank, an estimated $86.1M sold.

Based on aggregated 13F filings for Q2 2021.