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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
HWM
1126
Holloway Wealth Management
Florida
$28K
SFPG
1127
Stonebridge Financial Planning Group
Florida
$28K
TFA
1128
Toth Financial Advisory
Virginia
$28K
TI
1129
Truehand Inc
New Hampshire
$28K
CMA
1130
Cedar Mountain Advisors
Oregon
$28K +$89 +1 +0.3%
RA
1131
Reby Advisors
Connecticut
$28K +$26.6K +300 New
BAM
1132
Bellevue Asset Management
Washington
$26K
OAJ
1133
Ogorek Anthony Joseph
New York
$26K
JWM
1134
Janiczek Wealth Management
Colorado
$25K +$21.3K +240 +857%
AA
1135
Addison Advisors
Vermont
$25K +$24K +270 New
CCA
1136
Catalyst Capital Advisors
New York
$24K +$22.5K +253 New
GCGDR
1137
Geo Capital Gestora de Recursos
Brazil
$23K +$21.8K +246 New
ICP
1138
Interchange Capital Partners
Pennsylvania
$23K +$22.5K +253 New
MCM
1139
Manchester Capital Management
Vermont
$22K +$20.3K +229 +1,908%
GAM
1140
Gemmer Asset Management
California
$21K
LC
1141
Lindbrook Capital
California
$21K
LWA
1142
Lowe Wealth Advisors
Maryland
$21K
AIC
1143
Archer Investment Corporation
Indiana
$20.5K
CIA
1144
CSat Investment Advisory
Michigan
$20K -$98.7K -1,112 -84%
CHA
1145
Carmichael Hill & Associates
Maryland
$19K
HCM
1146
Highlander Capital Management
New Jersey
$19K
MMG
1147
Monetary Management Group
Missouri
$19K
PFO
1148
Pathstone Family Office
New Jersey
$19K +$17.4K +196 +1,307%
BCWM
1149
Bartlett & Co Wealth Management
Ohio
$18.2K
Twin Tree Management
1150
Twin Tree Management
Texas
$18K -$370K -4,167 -96%

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.