We are live on ! Find out more
PAYX icon

Paychex

1,214 hedge funds and large institutions have $23.5B invested in Paychex in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 434 increasing their positions, 427 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 43

66% more call options, than puts

Call options by funds: $215M | Put options by funds: $130M

15% more capital invested

Capital invested by funds: $20.4B → $23.5B (+$3.1B)

10% more funds holding

Funds holding: 1,1081,214 (+106)

2% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 427

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.81% less ownership

Funds ownership: 71.24%70.43% (-0.81%)

Holders
1,214
Holders Change
+106
Holders Change %
+9.57%
% of All Funds
21.48%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
162
Increased
434
Reduced
427
Closed
43
Calls
$215M
Puts
$130M
Net Calls
+$85.5M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
776
Insight Wealth Strategies
California
$488K -$78.9K -889 -15%
BFA
777
Beacon Financial Advisory
Ohio
$486K -$14.7K -166 -3%
PIA
778
Pinion Investment Advisors
Kansas
$482K -$9.32K -105 -2%
SFSIG
779
San Francisco Sentry Investment Group
California
$482K +$19.5K +220 +4%
TWI
780
Thomas White International
Illinois
$481K
RTC
781
Riverview Trust Company
Washington
$477K -$7.81K -88 -2%
PPW
782
Pasadena Private Wealth
California
$477K +$3.11K +35 +0.7%
ESB
783
Essex Savings Bank
Connecticut
$475K
FG
784
Fiduciary Group
Georgia
$472K -$13.1K -148 -3%
SLWA
785
San Luis Wealth Advisors
California
$471K +$449K +5,059 New
MCP
786
Martin Capital Partners
Oregon
$468K +$27.1K +305 +6%
CFB
787
Cullen/Frost Bankers
Texas
$466K -$2.4K -27 -0.5%
CC
788
Centiva Capital
New York
$466K +$177K +1,990 +66%
AWE
789
Avidian Wealth Enterprises
Texas
$465K +$61.1K +688 +16%
NIM
790
NuWave Investment Management
New Jersey
$465K +$439K +4,946 +10,991%
NAM
791
NTV Asset Management
West Virginia
$461K
LWAC
792
Laurel Wealth Advisors (California)
California
$460K +$266 +3 +0.1%
MHC
793
Meyer Handelman Company
New York
$457K
BFO
794
Biltmore Family Office
North Carolina
$457K +$436K +4,907 New
ST
795
Smithfield Trust
Pennsylvania
$456K +$67K +755 +18%
MHIC
796
Marble Harbor Investment Counsel
Massachusetts
$455K
CCM
797
Coldstream Capital Management
Washington
$455K +$54.4K +613 +14%
BHBT
798
Burke & Herbert Bank & Trust
Virginia
$452K -$53.3K -600 -11%
HVM
799
Harvest Volatility Management
Connecticut
$450K +$429K +4,826 New
MSRPS
800
Maryland State Retirement & Pension System
Maryland
$449K +$462K +5,200 New

PAYX Hedge Fund Activity: Q4 2020 in Review

1,214 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2020, worth a combined $23.5B — up 15% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PAYX positions and 43 closed out — a net gain of 119 holders — while 434 added to existing stakes and 427 trimmed.

The largest buyer was Select Equity Group, adding an estimated $159M. The largest seller was Norges Bank, cutting an estimated $102M.

  • 1,214 institutional investors held Paychex (PAYX) as of Q4 2020, up from 1,108 in Q3 2020.
  • Funds reported $23.5B of Paychex stock for Q4 2020, up 15% quarter-over-quarter.
  • 162 funds opened new Paychex positions in Q4 2020 and 43 closed out, a net change of +119 holders.
  • The largest Paychex buyer in Q4 2020 was Select Equity Group, an estimated $159M added.
  • The largest Paychex seller in Q4 2020 was Norges Bank, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2020.