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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
GWAG
901
Garrett Wealth Advisory Group
Texas
$322K
MJP
902
Michael J. Puzo
$322K
NFC
903
Northeast Financial Consultants
Connecticut
$322K
KIA
904
KCM Investment Advisors
California
$322K +$42.9K +427 +17%
SIM
905
Sentry Investment Management
Wisconsin
$321K
CAL
906
Capital Advisors Ltd
Ohio
$318K +$201K +2,000 +208%
LIM
907
Leavell Investment Management
Alabama
$317K
IP
908
Innovative Portfolios
Indiana
$317K +$297K +2,955 New
ISL
909
Ingalls & Snyder LLC
New York
$315K +$295K +2,935 New
DWT
910
Dorsey & Whitney Trust
South Dakota
$314K
FWM
911
Foresight Wealth Management
Utah
$314K
BFS
912
Beacon Financial Strategies
North Carolina
$313K +$294K +2,921 New
NQWM
913
Northwest Quadrant Wealth Management
Oregon
$313K -$16.5K -164 -5%
RPC
914
Rossmore Private Capital
Connecticut
$313K
RE
915
RBC Europe
United Kingdom
$313K
ST
916
Smithfield Trust
Pennsylvania
$312K -$80.5K -800 -22%
PCH
917
PGIM Custom Harvest
New Jersey
$312K +$293K +2,911 New
TAM
918
Trust Asset Management
Texas
$311K +$33.1K +329 +13%
WP
919
WealthPLAN Partners
Nebraska
$310K -$62.8K -624 -19%
EI
920
Ellevest Inc
New York
$309K +$57.7K +574 +25%
CA
921
Continuum Advisory
Idaho
$309K +$289K +2,876 New
LCM
922
Logan Capital Management
Pennsylvania
$307K
AWM
923
Apollon Wealth Management
South Carolina
$304K -$8.15K -81 -3%
JIC
924
Johnson Investment Counsel
Ohio
$303K -$284K -2,826 -50%
MPIA
925
Mountain Pacific Investment Advisers
Idaho
$303K

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.