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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
HIC
876
Holderness Investments Company
North Carolina
$341K
T
877
TRUADVICE
Florida
$340K
CA
878
Clearstead Advisors
Ohio
$339K +$18.6K +210 +6%
SAM
879
Smithbridge Asset Management
Pennsylvania
$335K
QTM
880
qPULA Trading Management
New York
$335K +$320K +3,600 New
IWM
881
IHT Wealth Management
Illinois
$333K +$14.1K +159 +5%
APP
882
Avantax Planning Partners
Iowa
$332K -$46K -518 -13%
SP
883
Successful Portfolios
Florida
$332K -$21.4K -241 -6%
MCWS
884
McKinley Carter Wealth Services
West Virginia
$332K +$7.19K +81 +2%
JF
885
Jump Financial
Illinois
$331K +$315K +3,548 New
BO
886
Bank OZK
Arkansas
$330K -$5.15K -58 -2%
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$329K +$313K +3,530 New
DLA
888
Douglas Lane & Associates
New York
$327K +$21.8K +245 +8%
PAS
889
Professional Advisory Services
Florida
$326K
CCC
890
Crescent Capital Consulting
Louisiana
$324K +$309K +3,481 New
FIM
891
Freedom Investment Management
Connecticut
$323K +$307K +3,463 New
AW
892
ACG Wealth
Georgia
$321K -$26.4K -297 -8%
BB
893
Busey Bank
Illinois
$321K -$17.8K -200 -5%
BC
894
Bridgefront Capital
Texas
$320K +$305K +3,437 New
SWM
895
SeaCrest Wealth Management
New York
$319K -$12.8K -144 -4%
RMDI
896
R.M. Davis Inc
Maine
$314K +$4.44K +50 +2%
WA
897
WBH Advisory
Maryland
$312K -$17.5K -197 -5%
RGC
898
Roberts, Glore & Co
Illinois
$312K
CGL
899
Clarius Group LLC
Washington
$310K +$20.3K +229 +7%
FFA
900
First Foundation Advisors
California
$309K +$16.9K +190 +6%

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.