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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
LS
1026
Leelyn Smith
Illinois
$169K -$21.3K -240 -12%
OIA
1027
Optimum Investment Advisors
Illinois
$168K -$8.88K -100 -5%
CPA
1028
Cowen Prime Advisors
New York
$168K
HFA
1029
Hoover Financial Advisors
Pennsylvania
$166K +$167K +1,881 New
RPWA
1030
Regent Peak Wealth Advisors
Georgia
$163K -$69.3K -781 -31%
GCM
1031
Gables Capital Management
Florida
$156K
O
1032
Ossiam
France
$150K +$137K +1,548 +2,382%
CI
1033
CX Institutional
Indiana
$148K -$10K -113 -7%
PWPS
1034
Pinnacle Wealth Planning Services
Ohio
$148K +$142K +1,598 New
FHA
1035
First Horizon Advisors
Tennessee
$144K -$12.1K -136 -8%
GRP
1036
Global Retirement Partners
California
$144K -$4.35K -49 -3%
RA
1037
Rational Advisors
New York
$144K +$133K +1,495 +3,322%
CCA
1038
Childress Capital Advisors
Texas
$138K +$131K +1,480 New
RIM
1039
Rockbridge Investment Management
New York
$137K +$1.6K +18 +1%
FFC
1040
First Financial Corp
Indiana
$135K
KFA
1041
Krane Funds Advisors
New York
$133K +$126K +1,424 New
TFM
1042
TFC Financial Management
Massachusetts
$131K +$799 +9 +0.6%
AA
1043
Ancora Advisors
Ohio
$128K +$18.2K +205 +18%
BWM
1044
Baystate Wealth Management
Massachusetts
$125K +$710 +8 +0.6%
BAMF
1045
BI Asset Management Fondsmaeglerselskab
Denmark
$124K -$33M -372,046 -100%
CAAS
1046
Capital Asset Advisory Services
Michigan
$123K +$118K +1,324 New
FNBOSM
1047
First National Bank of South Miami
Florida
$120K -$2.66K -30 -2%
CLOS
1048
Compagnie Lombard Odier SCmA
Switzerland
$120K
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$178 +2 +0.2%
PFBT
1050
Parkside Financial Bank & Trust
Missouri
$116K +$89 +1 +0.1%

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.