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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
CWC
1151
Carolinas Wealth Consulting
North Carolina
$31K
OAJ
1152
Ogorek Anthony Joseph
New York
$30K
ETC
1153
Exchange Traded Concepts
Oklahoma
$30K +$27.7K +275 New
DI
1154
Disciplined Investments
Oklahoma
$30K +$27.9K +277 New
AA
1155
Addison Advisors
Vermont
$29K +$27.2K +270 New
TFO
1156
Tarbox Family Office
California
$27K -$10.1K -100 -28%
LC
1157
Lindbrook Capital
California
$27K
HC
1158
Hoese & Co
Minnesota
$27K +$25.1K +250 New
LWA
1159
Lowe Wealth Advisors
Maryland
$25K
JWM
1160
Janiczek Wealth Management
Colorado
$25K +$2.01K +20 +9%
BWL
1161
Bogart Wealth LLC
Virginia
$24K
GAM
1162
Gemmer Asset Management
California
$24K
CCA
1163
Catalyst Capital Advisors
New York
$24K +$704 +7 +3%
RDWM
1164
Red Door Wealth Management
Tennessee
$24K +$22.6K +225 New
FAM
1165
Fred Alger Management
New York
$23K
HCP
1166
Hexagon Capital Partners
Arkansas
$22K
BC
1167
Bartlett & Co
Ohio
$21K
CHA
1168
Carmichael Hill & Associates
Maryland
$21K
HCM
1169
Highlander Capital Management
New Jersey
$21K
MMG
1170
Monetary Management Group
Missouri
$21K
BCWM
1171
Bartlett & Co Wealth Management
Ohio
$20.9K
ONST
1172
Old North State Trust
North Carolina
$20K
FCM
1173
Firestone Capital Management
Florida
$19K
TWA
1174
TCI Wealth Advisors
Arizona
$19K +$4.02K +40 +30%
EARNEST Partners
1175
EARNEST Partners
Georgia
$18K

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.