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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
LA
501
LVW Advisors
New York
$1.79M +$402 +4 +0%
PI
502
PineBridge Investments
New York
$1.79M -$1.04M -10,334 -38%
BCM
503
Birch Capital Management
Texas
$1.79M
HIM
504
HawsGoodwin Investment Management
Tennessee
$1.78M -$44.2K -440 -3%
CIS
505
Capital International Sarl
California
$1.78M +$614K +6,102 +58%
RWA
506
Ropes Wealth Advisors
Massachusetts
$1.78M +$5.03K +50 +0.3%
KPCM
507
Kings Point Capital Management
New York
$1.76M
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
$1.76M +$462K +4,595 +39%
MC
509
Middleton & Co
Massachusetts
$1.73M -$7.54K -75 -0.5%
HWAM
510
Hennion & Walsh Asset Management
New Jersey
$1.73M -$482K -4,795 -23%
OAM
511
Oppenheimer Asset Management
New York
$1.73M +$81K +805 +5%
WS
512
Wedbush Securities
California
$1.71M +$205K +2,035 +15%
CAL
513
Capital Analysts LLC
Pennsylvania
$1.7M -$35.2K -350 -2%
AC
514
Alexandria Capital
Virginia
$1.67M -$12.6K -125 -0.8%
MCAI
515
Members Capital Advisors Inc
Wisconsin
$1.64M
EF
516
Exeter Financial
Arizona
$1.61M +$78.9K +785 +6%
TSS
517
Thomas Story & Son
Indiana
$1.61M
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$1.6M +$15.4K +153 +1%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59M -$193K -1,918 -11%
LF
520
Lee Financial
Texas
$1.56M -$45.8K -455 -3%
NMIMC
521
Northwestern Mutual Investment Management Company
Wisconsin
$1.56M +$1.41K +14 +0.1%
BRWA
522
B. Riley Wealth Advisors
Florida
$1.55M -$447K -4,441 -23%
DC
523
Davenport & Co
Virginia
$1.55M +$4.32K +43 +0.3%
IWA
524
IVC Wealth Advisors
Pennsylvania
$1.54M +$8.75K +87 +0.6%
MCCP
525
Mission Creek Capital Partners
California
$1.54M +$34.3K +341 +2%

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.