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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
FA
1026
Fermata Advisors
California
$212K +$198K +1,971 New
TMAM
1027
Tokio Marine Asset Management
Japan
$212K +$199K +1,979 New
FFA
1028
First Foundation Advisors
California
$211K -$115K -1,145 -37%
CAWM
1029
Capital Advisors Wealth Management
Washington
$211K +$198K +1,966 New
AWA
1030
Arete Wealth Advisors
Illinois
$209K +$3.02K +30 +1%
RPWA
1031
Regent Peak Wealth Advisors
Georgia
$208K +$184K +1,828 New
SSWG
1032
Seven Springs Wealth Group
Tennessee
$207K +$194K +1,929 New
LCC
1033
Lincoln Capital Corp
Rhode Island
$206K +$193K +1,920 New
MAG
1034
MRA Advisory Group
New Jersey
$206K +$193K +1,923 New
SWM
1035
Spire Wealth Management
Virginia
$205K -$12.4K -123 -6%
AF
1036
Affiance Financial
Minnesota
$205K +$192K +1,912 New
LS
1037
Leelyn Smith
Illinois
$204K -$3.02K -30 -2%
BCM
1038
Bayesian Capital Management
New York
$204K +$191K +1,900 New
IFG
1039
Independent Financial Group
California
$204K +$191K +1,900 New
AIM
1040
Aspen Investment Management
Michigan
$203K +$190K +1,890 New
BFS
1041
Bard Financial Services
Connecticut
$203K +$191K +1,895 New
CC
1042
Cornerstone Capital
California
$203K +$191K +1,896 New
ACM
1043
Ategra Capital Management
Virginia
$202K +$190K +1,886 New
VNA
1044
Valley National Advisers
Pennsylvania
$197K -$5.03K -50 -3%
AIG
1045
American International Group
New York
$195K -$12.4M -123,303 -6%
CPA
1046
Cowen Prime Advisors
New York
$193K
FNBOSM
1047
First National Bank of South Miami
Florida
$182K +$27.7K +275 +19%
CFA
1048
Carroll Financial Associates
North Carolina
$172K -$23.9K -238 -13%
BFC
1049
Bedel Financial Consulting
Indiana
$171K
LSA
1050
Leonteq Securities AG
Switzerland
$170K +$159K +1,583 New

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.