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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
IPW
1076
IronBridge Private Wealth
Texas
$74K +$70.3K +792 New
EFSCE
1077
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$622 -7 -0.9%
VCG
1078
Vantage Consulting Group
Virginia
$72K +$68.4K +770 New
PWM
1079
Perigon Wealth Management
California
$71K +$67.2K +757 New
FPFS
1080
First Personal Financial Services
North Carolina
$70K
RFA
1081
Reilly Financial Advisors
California
$70K
FMP
1082
Financial Management Professionals
Texas
$70K +$3.11K +35 +5%
SWM
1083
Sugarloaf Wealth Management
Georgia
$66K
IA
1084
Inspire Advisors
Idaho
$64K +$61K +687 New
BWP
1085
Baldwin Wealth Partners
Massachusetts
$63K
SWM
1086
Selective Wealth Management
Virginia
$63K
QCG
1087
Quadrant Capital Group
Ohio
$63K +$6.22K +70 +12%
PCM
1088
Penserra Capital Management
California
$63K +$12.3K +139 +26%
SAM
1089
S.A. Mason
Michigan
$60K
VBCG
1090
Valley Brook Capital Group
Pennsylvania
$60K +$57.7K +650 New
SIC
1091
Salem Investment Counselors
North Carolina
$59K +$11.6K +131 +26%
LWM
1092
Liberty Wealth Management
California
$59K +$24.7K +278 +72%
GA
1093
GoalVest Advisory
New York
$58K +$55.1K +620 New
LWA
1094
Lenox Wealth Advisors
New York
$57K
ZB
1095
Zions Bancorporation
Utah
$56K -$622 -7 -1%
CFO
1096
CVA Family Office
Colorado
$55K
MRCM
1097
M&R Capital Management
New Jersey
$55K
SQA
1098
Simon Quick Advisors
New Jersey
$51K +$48.7K +548 New
ST
1099
Sageworth Trust
Pennsylvania
$50K +$28.7K +323 +153%
HI
1100
Hudock Inc
Pennsylvania
$48K +$89 +1 +0.2%

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.