We are live on ! Find out more
PAYX icon

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
FWCM
601
Ferguson Wellman Capital Management
Oregon
$1.08M +$3.22K +32 +0.3%
ONB
602
Old National Bancorp
Indiana
$1.08M
LCM
603
Leisure Capital Management
California
$1.08M +$49.2K +489 +5%
CI
604
Cigna Investments
Connecticut
$1.08M -$149K -1,480 -13%
CII
605
Capital International Inc
California
$1.07M -$33.4K -332 -3%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$1.07M
HBT
607
Hills Bank & Trust
Iowa
$1.06M
TFS
608
Thoroughbred Financial Services
Tennessee
$1.05M -$39.5K -393 -4%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$1.05M
DP
610
Dearborn Partners
Illinois
$1.05M +$160K +1,590 +19%
PSUF
611
People's United Financial
Connecticut
$1.05M -$123K -1,222 -11%
PWM
612
Palumbo Wealth Management
New York
$1.04M +$59K +587 +6%
NWA
613
New World Advisors
Massachusetts
$1.04M +$978K +9,730 New
CAM
614
Covenant Asset Management
New Jersey
$1.04M
VA
615
Valmark Advisers
Ohio
$1.03M +$85.4K +849 +10%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$1.03M +$233K +2,314 +32%
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$1.03M +$655K +6,516 +211%
PA
618
Parallel Advisors
California
$1.02M +$722K +7,176 +305%
WA
619
Wambolt & Associates
Colorado
$1.02M -$402 -4 -0%
KPWS
620
Kestra Private Wealth Services
Texas
$1.01M +$81.4K +809 +9%
FBC
621
Fairfield, Bush & Co
Connecticut
$1.01M
SWP
622
Stratos Wealth Partners
Ohio
$1M -$166K -1,655 -15%
SW
623
SVB Wealth
Massachusetts
$1M +$65.6K +652 +8%
CFGS
624
Concourse Financial Group Securities
Alabama
$988K +$125K +1,242 +16%
CPWA
625
Cerro Pacific Wealth Advisors
California
$979K +$918K +9,126 New

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.