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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
SLF
1151
Sun Life Financial
Ontario, Canada
$18K -$178 -2 -1%
BC
1152
Bartlett & Co
Ohio
$18K
ONST
1153
Old North State Trust
North Carolina
$18K
FCM
1154
Firestone Capital Management
Florida
$17K
EARNEST Partners
1155
EARNEST Partners
Georgia
$16K
FPS
1156
Fieldpoint Private Securities
Connecticut
$16K +$15.7K +177 New
POIA
1157
Pin Oak Investment Advisors
Texas
$15K
WOC
1158
West Oak Capital
California
$15K
BII
1159
Bainco International Investors
Massachusetts
$15K +$13.8K +155 New
H
1160
Hexavest
Quebec, Canada
$14K -$12.7K -143 -48%
SL
1161
Savior LLC
Massachusetts
$14K -$8.44K -95 -39%
JWA
1162
JFS Wealth Advisors
Pennsylvania
$14K
LWANC
1163
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K
RIA
1164
RPG Investment Advisory
California
$14K
LFG
1165
Larson Financial Group
Missouri
$14K +$89 +1 +0.7%
RFWA
1166
RPg Family Wealth Advisory
Massachusetts
$14K -$13.3K -150 -50%
TFIPS
1167
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14K +$13.3K +150 New
APWA
1168
Atlas Private Wealth Advisors
New Jersey
$13K
IRC
1169
Investors Research Corp
Georgia
$13K
VCM
1170
Vigilant Capital Management
Maine
$12K
TIM
1171
Tortoise Investment Management
New York
$12K +$8.61K +97 +285%
TAM
1172
Tucker Asset Management
Colorado
$11.1K +$10.6K +119 New
CWC
1173
Carolinas Wealth Consulting
North Carolina
$11K +$9.77K +110 +846%
Baillie Gifford & Co
1174
Baillie Gifford & Co
United Kingdom
$11K +$10.4K +117 New
TJHA
1175
Thomas J. Herzfeld Advisors
Florida
$10K

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.