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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
TCM
1126
Tradewinds Capital Management
Washington
$48K
CH
1127
Canton Hathaway
Rhode Island
$47K +$4.12K +41 +10%
ADL
1128
Asset Dedication LLC
California
$47K +$4.42K +44 +11%
WWMSC
1129
Wagner Wealth Management (South Carolina)
South Carolina
$46K +$101 +1 +0.2%
FMTCOCP
1130
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
GA
1131
GoalVest Advisory
New York
$43K
FPFS
1132
First Personal Financial Services
North Carolina
$40K -$37.8K -376 -50%
SN
1133
Sittner & Nelson
Oregon
$40K
CM
1134
Castleark Management
Illinois
$39K
PFSC
1135
Peoples Financial Services Corp
Pennsylvania
$38K -$2.51K -25 -7%
NSB
1136
Norway Savings Bank
Maine
$38K
ASBI
1137
American State Bank (Iowa)
Iowa
$37.6K
CWP
1138
Concord Wealth Partners
Virginia
$36K -$302 -3 -0.9%
Loomis, Sayles & Company
1139
Loomis, Sayles & Company
Massachusetts
$36K +$1.21K +12 +4%
PK
1140
Pflug Koory
Nebraska
$35K -$4.83K -48 -13%
SFPG
1141
Stonebridge Financial Planning Group
Florida
$34K
SIS
1142
Sound Income Strategies
Florida
$34K +$28.9K +287 +820%
AWM
1143
Avior Wealth Management
Nebraska
$33K
BAM
1144
Bellevue Asset Management
Washington
$32K
HWM
1145
Holloway Wealth Management
Florida
$32K
MSFP
1146
Mark Sheptoff Financial Planning
Connecticut
$32K
TFA
1147
Toth Financial Advisory
Virginia
$32K
TI
1148
Truehand Inc
New Hampshire
$32K
CMA
1149
Cedar Mountain Advisors
Oregon
$32K +$101 +1 +0.3%
CB
1150
CNB Bank
Pennsylvania
$32K +$30.2K +300 New

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.