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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
OSNBOA
1051
Old Second National Bank of Aurora
Illinois
$166K -$4.02K -40 -3%
RIM
1052
Rockbridge Investment Management
New York
$166K +$2.71K +27 +2%
CI
1053
CX Institutional
Indiana
$164K +$8.45K +84 +6%
BCM
1054
Blume Capital Management
California
$163K
OIA
1055
Optimum Investment Advisors
Illinois
$156K -$35.2K -350 -19%
FFC
1056
First Financial Corp
Indiana
$156K
NEAM
1057
New England Asset Management
Connecticut
$155K -$144K -1,435 -50%
TFM
1058
TFC Financial Management
Massachusetts
$153K +$905 +9 +0.6%
FWM
1059
Focused Wealth Management
New York
$150K
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$3.42K -34 -2%
BWM
1061
Baystate Wealth Management
Massachusetts
$146K +$503 +5 +0.4%
BWA
1062
BDO Wealth Advisors
Florida
$144K -$4.32K -43 -3%
SWA
1063
SOA Wealth Advisors
New York
$144K +$13.5K +134 +11%
BAM
1064
Barrett Asset Management
New York
$140K
CLOS
1065
Compagnie Lombard Odier SCmA
Switzerland
$139K
NL
1066
NVWM LLC
Pennsylvania
$138K -$685K -6,813 -84%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$136K +$2.31K +23 +2%
CBT
1068
Central Bank & Trust
Kentucky
$134K +$3.42K +34 +3%
ME
1069
McIlrath & Eck
Washington
$134K +$57K +567 +83%
TSW
1070
Thompson Siegel & Walmsley
Virginia
$132K -$1.11K -11 -0.9%
GRP
1071
Global Retirement Partners
California
$131K -$17.1K -170 -12%
PCG
1072
Private Capital Group
Connecticut
$128K +$5.53K +55 +5%
MHR
1073
Matthew Hamilton Rosenberg
$127K
CB
1074
Community Bank
New York
$126K
FPS
1075
Fieldpoint Private Securities
Connecticut
$126K +$9.35K +93 +9%

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.