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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
CCM
726
Carderock Capital Management
Maryland
$599K -$35.2K -350 -6%
WA1
727
Wimmer Associates 1
California
$599K -$3.52K -35 -0.6%
BIM
728
Baldwin Investment Management
Pennsylvania
$598K -$30.2K -300 -5%
SWM
729
Salvus Wealth Management
New Jersey
$598K +$66.6K +662 +14%
FG
730
Fiduciary Group
Georgia
$597K
SP
731
Successful Portfolios
Florida
$597K +$27.5K +273 +5%
IC
732
IEQ Capital
California
$596K +$263K +2,614 +89%
FPB
733
First PREMIER Bank
South Dakota
$591K -$14.1K -140 -2%
CRIG
734
Charter Research & Investment Group
Connecticut
$590K
CTA
735
Chesley Taft & Associates
Illinois
$590K +$90.5K +900 +20%
NL
736
Navalign LLC
California
$586K -$75.5K -751 -12%
NPF
737
Norris Perne & French
Michigan
$585K
IWC
738
Integrated Wealth Concepts
Massachusetts
$577K +$102K +1,013 +23%
PWLP
739
Prio Wealth Limited Partnership
Massachusetts
$576K
QP
740
Quilter Plc
United Kingdom
$576K
GJIC
741
Gamble Jones Investment Counsel
California
$575K -$201K -2,000 -27%
RMCM
742
Reynders McVeigh Capital Management
Massachusetts
$572K +$704 +7 +0.1%
IA
743
IndexIQ Advisors
New York
$571K +$38.6K +384 +8%
TTWM
744
TCV Trust & Wealth Management
Virginia
$570K
CTC
745
Central Trust Company
Missouri
$568K -$12.6K -125 -2%
VWA
746
V Wealth Advisors
Kansas
$568K +$905 +9 +0.2%
PHK
747
Point72 Hong Kong
Hong Kong
$568K +$532K +5,294 New
Koshinski Asset Management
748
Koshinski Asset Management
Illinois
$561K -$103K -1,027 -16%
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$561K +$9.25K +92 +2%
PPW
750
Pasadena Private Wealth
California
$557K +$3.32K +33 +0.6%

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.