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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
AF
1051
Allworth Financial
California
$115K -$11.4K -128 -9%
TSW
1052
Thompson Siegel & Walmsley
Virginia
$115K
CBT
1053
Central Bank & Trust
Kentucky
$113K
HFM
1054
Harvest Fund Management
China
$111K +$51.4K +579 +93%
CB
1055
Community Bank
New York
$110K -$17.8K -200 -15%
MHR
1056
Matthew Hamilton Rosenberg
$110K
DAM
1057
Delta Asset Management
Tennessee
$109K
PMFA
1058
Plante Moran Financial Advisors
Michigan
$107K -$49.8K -561 -33%
PCG
1059
Private Capital Group
Connecticut
$107K -$4.08K -46 -4%
COCM
1060
Charter Oak Capital Management
New Hampshire
$104K +$98.7K +1,112 New
CBT
1061
CoreFirst Bank & Trust
Kansas
$102K +$97.7K +1,100 New
EWM
1062
Endurance Wealth Management
Rhode Island
$101K
SWA
1063
SOA Wealth Advisors
New York
$101K +$99.4K +1,119 New
SWA
1064
Sutton Wealth Advisors
Florida
$100K +$1.07K +12 +1%
VFA
1065
Valeo Financial Advisors
Indiana
$99K +$266 +3 +0.3%
EP
1066
Eudaimonia Partners
Tennessee
$97K
GWS
1067
Glassman Wealth Services
Virginia
$96K +$69.1K +778 +308%
FMB
1068
Field & Main Bank
Kentucky
$93K
GLLW
1069
Graves Light Lenhart Wealth
Virginia
$93K +$89.1K +1,003 New
CAL
1070
Capital Advisors Ltd
Ohio
$90K
TFS
1071
TrustCore Financial Services
Tennessee
$87K
Jones Financial Companies
1072
Jones Financial Companies
Missouri
$84K +$79.8K +899 New
HWA
1073
Heritage Wealth Advisors
Virginia
$82K
SSB
1074
Sandy Spring Bank
Maryland
$81K -$111K -1,251 -59%
BFC
1075
Bedel Financial Consulting
Indiana
$74K

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.