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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
AAS
501
Avantax Advisory Services
Texas
$1.67M -$91.9K -998 -6%
HIM
502
HawsGoodwin Investment Management
Tennessee
$1.67M -$270K -2,927 -15%
PP
503
Prudential plc
United Kingdom
$1.65M -$4.07M -44,177 -72%
PAM
504
Palisade Asset Management
Minnesota
$1.65M
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$739K +8,020 +92%
LA
506
LVW Advisors
New York
$1.64M +$149K +1,619 +11%
RWA
507
Ropes Wealth Advisors
Massachusetts
$1.63M +$517K +5,618 +52%
KWILP
508
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.63M -$3.17M -34,468 -67%
BCM
509
Birch Capital Management
Texas
$1.63M -$349K -3,793 -19%
KPCM
510
Kings Point Capital Management
New York
$1.61M
SC
511
SRB Corp
Massachusetts
$1.61M +$736K +7,996 +95%
VAS
512
Vestmark Advisory Solutions
Massachusetts
$1.6M -$275K -2,985 -15%
CAL
513
Capital Analysts LLC
Pennsylvania
$1.59M -$172K -1,871 -10%
MC
514
Middleton & Co
Massachusetts
$1.59M -$10.1K -110 -0.7%
SG
515
Stonnington Group
California
$1.58M +$1.51M +16,363 New
EA
516
Ellsworth Advisors
Ohio
$1.57M +$216K +2,341 +17%
AC
517
Alexandria Capital
Virginia
$1.54M -$11.5K -125 -0.8%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$1.52M +$9.21K +100 +0.6%
O
519
Ossiam
France
$1.51M +$1.27M +13,840 +858%
OAM
520
Oppenheimer Asset Management
New York
$1.5M +$2.67K +29 +0.2%
MCAI
521
Members Capital Advisors Inc
Wisconsin
$1.5M +$1.4M +15,252 New
MCIA
522
Mountain Capital Investment Advisors
Colorado
$1.49M +$234K +2,543 +20%
HSA
523
HBK Sorce Advisory
Pennsylvania
$1.49M +$6.72K +73 +0.5%
AAM
524
Aureus Asset Management
Massachusetts
$1.48M +$65.4K +710 +5%
LF
525
Lee Financial
Texas
$1.47M -$9.76K -106 -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.