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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
AC
826
Aristides Capital
Kentucky
$427K
CA
827
Clearstead Advisors
Ohio
$427K +$35.5K +353 +10%
MWM
828
Mission Wealth Management
California
$426K +$14.3K +142 +4%
JWCA
829
J.W. Cole Advisors
Florida
$423K +$151K +1,506 +62%
TPWA
830
TRUE Private Wealth Advisors
Oregon
$419K -$148K -1,476 -27%
FMLI
831
Fukoku Mutual Life Insurance
Japan
$418K
CYG
832
Clean Yield Group
Vermont
$417K
MAM
833
Meeder Asset Management
Ohio
$416K +$26.5K +264 +7%
PFS
834
Physicians Financial Services
North Carolina
$413K -$10.3K -102 -3%
SOAMC
835
Spirit of America Management Corp
New York
$413K
BHWM
836
Bar Harbor Wealth Management
New Hampshire
$407K -$22.6K -225 -6%
IA
837
IFP Advisors
Florida
$407K +$15.7K +156 +4%
EF
838
Empirical Finance
Pennsylvania
$407K +$57.6K +573 +18%
AIC
839
Ameritas Investment Company
Nebraska
$406K -$1.1M -10,976 -86%
FNC
840
First National Corp
Massachusetts
$406K +$26.1K +260 +5%
SWP
841
Summit Wealth Partners
Florida
$406K
WBG
842
Wharton Business Group
Pennsylvania
$405K
CW
843
CreativeOne Wealth
Kansas
$403K +$10.7K +106 +3%
OPS
844
Orion Portfolio Solutions
Nebraska
$401K -$24.6K -245 -6%
UF
845
Univest Financial
Pennsylvania
$400K -$29.6K -294 -7%
PIM
846
Penobscot Investment Management
Massachusetts
$400K
IP
847
Investment Partners
Ohio
$400K +$74.1K +737 +25%
GIP
848
Greatmark Investment Partners
Georgia
$399K
COF
849
Capital One Financial
Virginia
$394K -$13.3K -132 -3%
APP
850
Avantax Planning Partners
Iowa
$393K

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.