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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
DMC
1276
Drexel Morgan & Co
Pennsylvania
-$314K -3,199 Closed
JF
1277
Jump Financial
Illinois
-$308K -3,139 Closed
FMWA
1278
Forvis Mazars Wealth Advisors
Missouri
-$273K -2,788 Closed
GSC
1279
Ground Swell Capital
South Carolina
-$263K -2,687 Closed
DT
1280
Diversified Trust
Tennessee
-$254K -2,590 Closed
BP
1281
Ballentine Partners
Massachusetts
-$224K -2,290 Closed
NIM
1282
NuWave Investment Management
New Jersey
-$222K -2,267 Closed
WMA
1283
Wealth Management Associates
New Jersey
-$216K -2,199 Closed
IA
1284
IFG Advisory
Georgia
-$207K -2,117 Closed
BWP
1285
BSW Wealth Partners
Colorado
-$204K -2,087 Closed
ACM
1286
Allred Capital Management
Texas
-$170K -1,733 Closed
GCM
1287
Gables Capital Management
Florida
-$164K -1,677 Closed
MC
1288
Maverick Capital
Texas
-$160K -1,631 Closed
BAMF
1289
BI Asset Management Fondsmaeglerselskab
Denmark
-$130K -1,331 Closed
MS
1290
Maven Securities
Jersey
-$124K -1,233 Closed
PCM
1291
Pinz Capital Management
New York
-$98K -1,000 Closed
VFA
1292
Valeo Financial Advisors
Indiana
-$97K -989 Closed
EP
1293
Eudaimonia Partners
Tennessee
-$94K -959 Closed
CSPIA
1294
Cary Street Partners Investment Advisory
Virginia
-$85K -870 Closed
VBCG
1295
Valley Brook Capital Group
Pennsylvania
-$63K -650 Closed
MWM
1296
Mascoma Wealth Management
New Hampshire
-$63K -641 Closed
MLFP
1297
MPS Loria Financial Planners
Illinois
-$39K -404 Closed
PCA
1298
Providence Capital Advisors
North Carolina
-$34K -350 Closed
MF
1299
Manchester Financial
California
-$33K -334 Closed
HFM
1300
Harvest Fund Management
China
-$32K -327 Closed

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.