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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
PWMG
1101
Prestige Wealth Management Group
New Jersey
$46K -$30.5K -344 -41%
TCM
1102
Tradewinds Capital Management
Washington
$42K
BAM
1103
Barrett Asset Management
New York
$42K +$13.3K +150 +50%
ME
1104
McIlrath & Eck
Washington
$39K
BSSFA
1105
Baron Silver Stevens Financial Advisors
Florida
$39K +$37.2K +419 New
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
ED
1107
Exane Derivatives
France
$37.9K +$34.6K +390 +2,294%
ADL
1108
Asset Dedication LLC
California
$37K
KCM
1109
Kathmere Capital Management
Pennsylvania
$37K
ETC
1110
Exchange Traded Concepts
Oklahoma
$37K +$24K +270 +206%
MLFP
1111
MPS Loria Financial Planners
Illinois
$37K +$35.9K +404 New
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$35K +$13.3K +150 +66%
SN
1113
Sittner & Nelson
Oregon
$35K +$33.1K +373 New
CM
1114
Castleark Management
Illinois
$34K
BCA
1115
Berman Capital Advisors
Georgia
$34K +$8.35K +94 +34%
NSB
1116
Norway Savings Bank
Maine
$33K
TFO
1117
Tarbox Family Office
California
$33K +$8.88K +100 +39%
ASBI
1118
American State Bank (Iowa)
Iowa
$32.6K +$31.1K +350 New
MF
1119
Manchester Financial
California
$31K -$1.33K -15 -4%
Loomis, Sayles & Company
1120
Loomis, Sayles & Company
Massachusetts
$30K -$2.49K -28 -8%
PK
1121
Pflug Koory
Nebraska
$30K +$28.4K +320 New
IAIM
1122
International Assets Investment Management
Florida
$30K +$28.6K +322 New
BWM
1123
Birchcreek Wealth Management
Ohio
$30K +$28.9K +325 New
AWM
1124
Avior Wealth Management
Nebraska
$29K
HCP
1125
Hexagon Capital Partners
Arkansas
$29K +$2.4K +27 +9%

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.