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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
ZCM
701
Ziegler Capital Management
Illinois
$679K +$6.84K +68 +1%
SWA
702
SFMG Wealth Advisors
Texas
$674K
SFSIG
703
San Francisco Sentry Investment Group
California
$671K +$17.3K +172 +3%
EMG
704
ETF Managers Group
New Jersey
$659K +$75.6K +752 +14%
CIAS
705
Capital Investment Advisory Services
North Carolina
$656K -$144K -1,432 -19%
MCP
706
Martin Capital Partners
Oregon
$655K +$14.3K +142 +2%
SFA
707
Seneca Financial Advisors
New York
$652K +$17.9K +178 +3%
S
708
SignatureFD
Georgia
$651K +$36.2K +360 +6%
SRIM
709
Saratoga Research & Investment Management
California
$650K -$1.41K -14 -0.2%
MA
710
Montag & Associates
Georgia
$649K
LW
711
Linscomb Wealth
Texas
$644K -$26.5K -264 -4%
RT
712
Rockland Trust
Massachusetts
$644K
AWE
713
Avidian Wealth Enterprises
Texas
$644K +$44.3K +441 +8%
IBOK
714
Independence Bank of Kentucky
Kentucky
$631K -$107K -1,065 -15%
PDM
715
Penn Davis McFarland
Texas
$631K
FIM
716
Freedom Investment Management
Connecticut
$630K +$10.1K +100 +2%
BFA
717
Beaumont Financial Advisors
Massachusetts
$626K +$101 +1 +0%
Wellington Management Group
718
Wellington Management Group
Massachusetts
$625K -$1.35M -13,414 -70%
BCV
719
Banque Cantonale Vaudoise
Switzerland
$620K -$42.3K -421 -7%
PAMG
720
Patton Albertson Miller Group
Tennessee
$615K
SAM
721
Seelaus Asset Management
New Jersey
$613K -$10.1K -100 -2%
CFD
722
Creative Financial Designs
Indiana
$613K +$82.1K +816 +17%
TCM
723
Tributary Capital Management
Nebraska
$609K -$852K -8,472 -60%
PIA
724
Pinion Investment Advisors
Kansas
$606K -$9.45K -94 -2%
CFS
725
CRA Financial Services
New Jersey
$605K

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.