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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
GAAM
701
Guinness Atkinson Asset Management
California
$649K +$12K +130 +2%
PP
702
Patten & Patten
Tennessee
$641K
WTC
703
WhitTier Trust Company
Nevada
$640K -$46K -500 -7%
BS
704
Boenning & Scattergood
Pennsylvania
$635K
MHS
705
M Holdings Securities
Oregon
$634K +$596K +6,472 New
ATPW
706
Ashton Thomas Private Wealth
Arizona
$631K +$50.6K +549 +9%
LS
707
Livforsakringsbolaget Skandia
Sweden
$627K
HWMG
708
Hurlow Wealth Management Group
Indiana
$626K
IF
709
Intrua Financial
Texas
$618K +$3.59K +39 +0.6%
SWA
710
SFMG Wealth Advisors
Texas
$616K
LW
711
Linscomb Wealth
Texas
$614K +$24.4K +265 +4%
ZCM
712
Ziegler Capital Management
Illinois
$613K +$20.3K +220 +4%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$613K +$75.3K +818 +15%
NL
714
Navalign LLC
California
$609K +$572K +6,212 New
BCV
715
Banque Cantonale Vaudoise
Switzerland
$607K
PSP
716
Principal Street Partners
Tennessee
$605K +$206K +2,233 +57%
SFSIG
717
San Francisco Sentry Investment Group
California
$596K +$83.8K +910 +18%
SRIM
718
Saratoga Research & Investment Management
California
$595K -$10.6K -115 -2%
MA
719
Montag & Associates
Georgia
$593K
STC
720
Sarah T. Connolly
$592K
RT
721
Rockland Trust
Massachusetts
$588K
MCP
722
Martin Capital Partners
Oregon
$585K +$86.9K +944 +19%
CCM
723
Carderock Capital Management
Maryland
$582K -$1.84K -20 -0.3%
BSB
724
Bangor Savings Bank
Maine
$579K +$46.8K +508 +9%
CAM
725
Cresset Asset Management
Illinois
$579K +$160K +1,742 +42%

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.