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Paychex

1,108 hedge funds and large institutions have $20.4B invested in Paychex in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $159M | Put options by funds: $90.5M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more capital invested

Capital invested by funds: $19.4B → $20.4B (+$1.04B)

1% more funds holding

Funds holding: 1,0941,108 (+14)

0.22% less ownership

Funds ownership: 71.46%71.24% (-0.22%)

6% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 423

Holders
1,108
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
22.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
79
Increased
398
Reduced
423
Closed
60
Calls
$159M
Puts
$90.5M
Net Calls
+$68.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$1.07M
APA
527
American Portfolios Advisors
New York
$1.06M -$182K -2,425 -15%
LA
528
LVW Advisors
New York
$1.06M +$127K +1,693 +15%
QT
529
Quantamental Technologies
New York
$1.06M -$131K -1,750 -12%
LNC
530
Lincoln National Corp
Pennsylvania
$1.06M -$24.7K -329 -2%
EOJOAM
531
E. Ohman J:or Asset Management
Sweden
$1.05M +$150K +2,000 +18%
QAM
532
QCI Asset Management
New York
$1.05M +$30K +400 +3%
PLFAM
533
Pineno Levin & Ford Asset Management
Virginia
$1.05M
EF
534
Exeter Financial
Arizona
$1.05M +$5.86K +78 +0.6%
DY
535
Dowling & Yahnke
California
$1.05M +$85K +1,132 +9%
MCCP
536
Mission Creek Capital Partners
California
$1.05M -$11.8K -157 -1%
OAM
537
Oppenheimer Asset Management
New York
$1.04M -$24.9K -331 -2%
TRCT
538
Tower Research Capital (TRC)
New York
$1.04M +$451K +6,001 +86%
AP
539
Atwood & Palmer
Missouri
$1.03M
DCM
540
Dupont Capital Management
Delaware
$1.02M -$138K -1,840 -13%
CIA
541
Capital Investment Advisors
Georgia
$1.02M -$85K -1,132 -8%
SWP
542
Stratos Wealth Partners
Ohio
$1M -$84.6K -1,127 -8%
NNP
543
Nachman Norwood & Parrott
South Carolina
$998K +$9.99K +133 +1%
Wealthfront Advisers
544
Wealthfront Advisers
California
$981K -$59.4K -791 -6%
CA
545
Cetera Advisors
Colorado
$978K -$87.9K -1,171 -9%
ICM
546
IMS Capital Management
Oregon
$973K -$91.7K -1,221 -9%
Cetera Investment Advisers
547
Cetera Investment Advisers
Illinois
$973K +$47.2K +628 +5%
RWA
548
Ropes Wealth Advisors
Massachusetts
$969K +$47.2K +629 +5%
AIP
549
Ameritas Investment Partners
Nebraska
$968K -$17.4K -232 -2%
TU
550
TDAM USA
Ontario, Canada
$967K -$2.78K -37 -0.3%

PAYX Hedge Fund Activity: Q3 2020 in Review

1,108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q3 2020, worth a combined $20.4B — up 5.4% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PAYX positions and 60 closed out — a net gain of 19 holders — while 398 added to existing stakes and 423 trimmed.

The largest buyer was Capital International Investors, adding an estimated $409M. The largest seller was BlackRock, cutting an estimated $150M.

  • 1,108 institutional investors held Paychex (PAYX) as of Q3 2020, up from 1,094 in Q2 2020.
  • Funds reported $20.4B of Paychex stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 79 funds opened new Paychex positions in Q3 2020 and 60 closed out, a net change of +19 holders.
  • The largest Paychex buyer in Q3 2020 was Capital International Investors, an estimated $409M added.
  • The largest Paychex seller in Q3 2020 was BlackRock, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2020.