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Paychex

1,224 hedge funds and large institutions have $24.7B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 460 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $157M | Put options by funds: $77.4M

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.12B)

1% more funds holding

Funds holding: 1,2141,224 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.03% less ownership

Funds ownership: 70.43%70.4% (-0.03%)

2% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 460

Holders
1,224
Holders Change
+10
Holders Change %
+0.82%
% of All Funds
21.49%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
451
Reduced
460
Closed
80
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
401
Westpac Banking Corp
Australia
$2.92M +$535K +5,814 +24%
MMA
402
Miracle Mile Advisors
California
$2.89M +$58.7K +637 +2%
SIM
403
Sonora Investment Management
Arizona
$2.88M +$485K +5,265 +22%
KFP
404
Keystone Financial Planning
Ohio
$2.88M -$16.4K -178 -0.6%
JIM
405
Jensen Investment Management
Oregon
$2.87M -$4.61K -50 -0.2%
MC
406
Miramar Capital
Illinois
$2.83M -$2.02M -21,880 -43%
MWM
407
Marietta Wealth Management
Georgia
$2.82M +$185K +2,009 +7%
CC
408
Courier Capital
New York
$2.81M +$12.4K +135 +0.5%
PFS
409
Prospera Financial Services
Texas
$2.78M -$402K -4,361 -13%
TIAM2
410
Tru Independence Asset Management 2
Oregon
$2.73M +$276 +3 +0%
II
411
Inspire Investing
Idaho
$2.72M +$824K +8,951 +48%
SAM
412
Securian Asset Management
Minnesota
$2.71M -$90.4K -982 -3%
CAM
413
Cozad Asset Management
Illinois
$2.67M +$235K +2,553 +10%
PI
414
PineBridge Investments
New York
$2.65M -$246K -2,674 -9%
SMDAM
415
Sumitomo Mitsui DS Asset Management
Japan
$2.6M +$120K +1,302 +5%
CAM
416
Costello Asset Management
Pennsylvania
$2.6M +$2.07M +22,464 +550%
CT
417
Caldwell Trust
Florida
$2.6M +$241K +2,612 +11%
JWCA
418
J.W. Coons Advisors
Ohio
$2.57M +$57.2K +621 +2%
SGA
419
Strategic Global Advisors
California
$2.55M +$18.3K +199 +0.8%
BIAS
420
Beacon Investment Advisory Services
New Jersey
$2.53M -$46K -500 -2%
DADC
421
D.A. Davidson & Co
Montana
$2.48M +$1.75M +19,034 +302%
GDP
422
Great Diamond Partners
Maine
$2.47M
BBA
423
BLB&B Advisors
Pennsylvania
$2.46M -$484K -5,260 -17%
PWA
424
Phoenix Wealth Advisors
North Carolina
$2.45M +$35.3K +383 +2%
HT
425
Heritage Trust
Oklahoma
$2.43M -$15.1K -164 -0.7%

PAYX Hedge Fund Activity: Q1 2021 in Review

1,224 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2021, worth a combined $24.7B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new PAYX positions and 80 closed out — a net gain of 21 holders — while 451 added to existing stakes and 460 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $357M. The largest seller was BlackRock, cutting an estimated $196M.

  • 1,224 institutional investors held Paychex (PAYX) as of Q1 2021, up from 1,214 in Q4 2020.
  • Funds reported $24.7B of Paychex stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 101 funds opened new Paychex positions in Q1 2021 and 80 closed out, a net change of +21 holders.
  • The largest Paychex buyer in Q1 2021 was Bank of New York Mellon, an estimated $357M added.
  • The largest Paychex seller in Q1 2021 was BlackRock, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2021.