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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
SWM
801
Segment Wealth Management
Texas
$457K -$4.53K -45 -1%
TA
802
TFG Advisers
Michigan
$456K -$29.8K -296 -7%
BI
803
Berkeley Inc
Idaho
$455K +$704 +7 +0.2%
FCA
804
FinTrust Capital Advisors
South Carolina
$455K -$5.03K -50 -1%
BEI
805
Benjamin Edwards Inc
Missouri
$453K -$6.24K -62 -1%
OPPTF
806
OPSEU Pension Plan Trust Fund
Ontario, Canada
$449K +$417K +4,147 New
BAIA
807
Bel Air Investment Advisors
California
$447K -$104K -1,033 -20%
AFP
808
Ausdal Financial Partners
Iowa
$445K -$3.22K -32 -0.8%
PAS
809
Professional Advisory Services
Florida
$441K +$61.3K +610 +17%
SNT
810
Security National Trust
West Virginia
$440K
PMG
811
ProVise Management Group
Florida
$439K
GT
812
Greenleaf Trust
Michigan
$438K +$3.42K +34 +0.8%
IAN
813
Integrated Advisors Network
Texas
$437K -$2.71K -27 -0.7%
BIM
814
Bridges Investment Management
Nebraska
$435K
LFA
815
Legacy Financial Advisors
Kentucky
$435K +$63.3K +629 +18%
DSC
816
Duncker Streett & Co
Missouri
$434K -$20.6K -205 -5%
FRM
817
Fox Run Management
Connecticut
$434K +$406K +4,041 New
IMOV
818
Investment Management of Virginia
Virginia
$433K +$1.51K +15 +0.4%
CPSAC
819
Chas P. Smith & Associates (CPS)
Florida
$432K -$8.04K -80 -2%
AO
820
Advisor OS
Illinois
$432K +$404K +4,019 New
WP
821
WealthSource Partners
California
$430K
BMO
822
Beck Mack & Oliver
New York
$429K
RVPG
823
Relative Value Partners Group
$429K
FC
824
FORA Capital
Florida
$428K -$503K -5,003 -56%
RZH
825
Relyea Zuckerberg Hanson
Connecticut
$428K +$15.1K +150 +4%

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.