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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
UIA
751
UBP Investment Advisors
Switzerland
$520K +$489K +5,314 New
IWS
752
Insight Wealth Strategies
California
$519K +$5.16K +56 +1%
SP
753
Successful Portfolios
Florida
$519K +$160K +1,732 +49%
VCA
754
Verdence Capital Advisors
Maryland
$518K -$1.84K -20 -0.4%
VWA
755
V Wealth Advisors
Kansas
$518K +$645 +7 +0.1%
FG
756
Fiduciary Group
Georgia
$510K
BAIA
757
Bel Air Investment Advisors
California
$510K +$479K +5,200 New
TWI
758
Thomas White International
Illinois
$506K
PPW
759
Pasadena Private Wealth
California
$505K +$3.22K +35 +0.7%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$504K -$21.6K -235 -4%
PFM
761
Parsec Financial Management
North Carolina
$503K +$64.5K +700 +16%
LIM
762
Longfellow Investment Management
Massachusetts
$502K -$68.2K -741 -13%
CCM
763
Coldstream Capital Management
Washington
$502K +$21.6K +235 +5%
FNC
764
First National Corp
Massachusetts
$500K -$13.4K -145 -3%
AWA
765
Arkadios Wealth Advisors
Georgia
$500K +$227K +2,467 +94%
MCM
766
MAI Capital Management
Ohio
$496K -$23.3K -253 -5%
SXL
767
Summit X LLC
Missouri
$496K -$22.1K -240 -5%
CCA
768
Checchi Capital Advisers
California
$489K +$23.8K +258 +5%
NAM
769
NTV Asset Management
West Virginia
$485K
IA
770
IndexIQ Advisors
New York
$484K +$48.3K +524 +12%
BSW
771
Buckingham Strategic Wealth
Missouri
$483K +$13K +141 +3%
MFS
772
Mirabella Financial Services
United Kingdom
$480K -$3.53M -38,310 -89%
MHC
773
Meyer Handelman Company
New York
$480K
CFD
774
Creative Financial Designs
Indiana
$480K +$23.4K +254 +5%
MHIC
775
Marble Harbor Investment Counsel
Massachusetts
$478K

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.