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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
AA
1076
Ancora Advisors
Ohio
$125K
DAM
1077
Delta Asset Management
Tennessee
$125K
FFG
1078
Ford Financial Group
California
$123K +$116K +1,150 New
COCM
1079
Charter Oak Capital Management
New Hampshire
$119K
CBT
1080
CoreFirst Bank & Trust
Kansas
$118K
PMFA
1081
Plante Moran Financial Advisors
Michigan
$117K -$6.24K -62 -5%
EWM
1082
Endurance Wealth Management
Rhode Island
$116K
SWA
1083
Sutton Wealth Advisors
Florida
$114K
FHA
1084
First Horizon Advisors
Tennessee
$112K +$4.32K +43 +4%
PCM
1085
Penserra Capital Management
California
$112K +$24.3K +242 +30%
DMBA
1086
Deseret Mutual Benefit Administrators
Utah
$110K +$103K +1,024 New
FMB
1087
Field & Main Bank
Kentucky
$108K
FGAM
1088
Financial Gravity Asset Management
Texas
$107K -$704 -7 -7%
TFS
1089
TrustCore Financial Services
Tennessee
$100K
QCG
1090
Quadrant Capital Group
Ohio
$95K +$2.01K +20 +2%
BCA
1091
Berman Capital Advisors
Georgia
$95K +$46.6K +463 +109%
HWA
1092
Heritage Wealth Advisors
Virginia
$93.9K
FMP
1093
Financial Management Professionals
Texas
$91K +$1.41K +14 +2%
GLLW
1094
Graves Light Lenhart Wealth
Virginia
$90K
CFO
1095
CVA Family Office
Colorado
$85K +$8.04K +80 +11%
ST
1096
Sageworth Trust
Pennsylvania
$84K -$21.2K -211 -21%
RFA
1097
Reilly Financial Advisors
California
$81K
EFSCE
1098
Enterprise Financial Services Corp (EFSC)
Missouri
$80K -$2.62K -26 -3%
SB
1099
Strategic Blueprint
Georgia
$78K +$73.1K +727 New
SSB
1100
Sandy Spring Bank
Maryland
$77K -$15.1K -150 -17%

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.