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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
FRM
1001
Fox Run Management
Connecticut
$219K +$209K +2,355 New
EI
1002
Ellevest Inc
New York
$218K +$33.3K +375 +19%
AIP
1003
Almanack Investment Partners
Pennsylvania
$217K -$9.41K -106 -4%
SWM
1004
Stockman Wealth Management
Montana
$215K +$205K +2,310 New
BP
1005
Ballentine Partners
Massachusetts
$214K +$204K +2,293 New
CWM
1006
Cabot Wealth Management
Massachusetts
$214K +$204K +2,298 New
NL
1007
NWAM LLC
Washington
$213K +$203K +2,288 New
VCM
1008
Vivaldi Capital Management
Illinois
$210K +$200K +2,253 New
EWA
1009
Exencial Wealth Advisors
Oklahoma
$209K -$98.7K -1,112 -33%
EWA
1010
EP Wealth Advisors
California
$208K -$29.6K -333 -13%
AWP
1011
Accretive Wealth Partners
New Jersey
$206K +$196K +2,212 New
WMA
1012
Wealth Management Associates
New Jersey
$205K +$195K +2,196 New
JCM
1013
Jacobi Capital Management
Pennsylvania
$204K +$710 +8 +0.4%
PM
1014
Parametrica Management
Hong Kong
$201K +$191K +2,155 New
BAM
1015
Belpointe Asset Management
Nevada
$200K +$26.6K +300 +16%
VNA
1016
Valley National Advisers
Pennsylvania
$199K -$8.88K -100 -4%
SFS
1017
Sowell Financial Services
Arkansas
$199K +$90.3K +1,017 +91%
MSFP
1018
Mark Sheptoff Financial Planning
Connecticut
$199K +$163K +1,835 +612%
AIG
1019
American International Group
New York
$196K -$36.1M -406,345 -16%
SCM
1020
Silvant Capital Management
Georgia
$196K
1832 Asset Management
1021
1832 Asset Management
Ontario, Canada
$187K
MIM
1022
Meridiem Investment Management
United Kingdom
$186K +$178K +2,000 New
GEA
1023
Glen Eagle Advisors
New Jersey
$185K
CFA
1024
Carroll Financial Associates
North Carolina
$176K -$17K -191 -9%
CCM
1025
Copeland Capital Management
Pennsylvania
$173K -$2.66K -30 -2%

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.