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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
SWM
1101
Sugarloaf Wealth Management
Georgia
$75K
SWM
1102
Selective Wealth Management
Virginia
$73K
GWS
1103
Glassman Wealth Services
Virginia
$73K +$2.01K +20 +3%
BWP
1104
Baldwin Wealth Partners
Massachusetts
$72K
LWM
1105
Liberty Wealth Management
California
$70K -$805 -8 -1%
SAM
1106
S.A. Mason
Michigan
$70K
GCGDR
1107
Geo Capital Gestora de Recursos
Brazil
$69K +$6.03K +60 +10%
HWMA
1108
Heritage Wealth Management (Arizona)
Arizona
$67K -$32.7K -325 -34%
WP
1109
WealthShield Partners
North Carolina
$67K +$22.1K +220 +54%
LWA
1110
Lenox Wealth Advisors
New York
$66K
WBC
1111
West Branch Capital
Massachusetts
$64K +$59.8K +595 New
Jones Financial Companies
1112
Jones Financial Companies
Missouri
$63K -$1.41K -14 -2%
AF
1113
Allworth Financial
California
$61K -$75.4K -750 -57%
CCMW
1114
Cypress Capital Management (Wyoming)
Wyoming
$60K
SQA
1115
Simon Quick Advisors
New Jersey
$59K +$402 +4 +0.7%
BU
1116
BBVA USA
Alabama
$57K +$53.1K +528 New
HI
1117
Hudock Inc
Pennsylvania
$56K
EBA
1118
Eagle Bay Advisors
New York
$56K +$50.4K +501 New
ED
1119
Exane Derivatives
France
$55.8K -$14.1K -140 -22%
MRCM
1120
M&R Capital Management
New Jersey
$55K
PWMG
1121
Prestige Wealth Management Group
New Jersey
$55K
APP
1122
Alpha Paradigm Partners
Illinois
$54K -$136K -1,349 -73%
SIC
1123
Salem Investment Counselors
North Carolina
$54K
EW
1124
Evoke Wealth
California
$54K +$1.91K +19 +4%
GIA
1125
Goodwin Investment Advisory
Georgia
$53K

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.