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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
SIAG
1176
Safeguard Investment Advisory Group
California
$10K +$9.68K +109 New
TF
1177
TimeScale Financial
Massachusetts
$9K -$17.8K -201 -67%
AWM
1178
AllSquare Wealth Management
New York
$9K
EIP
1179
Ellis Investment Partners
Pennsylvania
$9K
PO
1180
Private Ocean
California
$9K
TFGT
1181
TS Financial Group (TSFG)
Illinois
$9K
TWM
1182
Tradition Wealth Management
Minnesota
$9K +$8.88K +100 New
SGAM
1183
Smith Group Asset Management
Texas
$8K
CH
1184
Canton Hathaway
Rhode Island
$8K +$7.19K +81 New
FFA
1185
Freedman Financial Associates
Massachusetts
$8K +$7.55K +85 New
ACM
1186
AUA Capital Management
Pennsylvania
$7K
TWA
1187
TCI Wealth Advisors
Arizona
$7K +$266 +3 +4%
EW
1188
Evoke Wealth
California
$6K
JAM
1189
JCIC Asset Management
Ontario, Canada
$6K
MA
1190
MCF Advisors
Kentucky
$6K
VCM
1191
Versant Capital Management
Arizona
$6K
Fuller & Thaler Asset Management
1192
Fuller & Thaler Asset Management
California
$5K
JGIA
1193
Jackson Grant Investment Advisers
Connecticut
$5K +$4.62K +52 New
TC
1194
Trust Company
Kansas
$5K +$5.24K +59 New
LAS
1195
Lloyd Advisory Services
Georgia
$4K -$1.95K -22 -32%
BWA
1196
BDO Wealth Advisors
Florida
$4K
HS
1197
Horan Securities
United States
$4K +$3.37K +38 New
SSWG
1198
Seven Springs Wealth Group
Tennessee
$4K +$3.91K +44 New
CBTWT
1199
Community Bank & Trust (Waco, Texas)
Texas
$3.65K -$51.6K -581 -1%
WAS
1200
Winch Advisory Services
Wisconsin
$3K

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.