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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
BlackRock
1
BlackRock
New York
$2.95B -$81.2M -914,456 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.49B -$33.1M -372,347 -1%
Capital International Investors
3
Capital International Investors
California
$1.47B +$65.7M +740,393 +5%
State Street
4
State Street
Massachusetts
$1.24B -$39.3M -443,092 -3%
Wells Fargo
5
Wells Fargo
California
$914M +$8.14M +91,717 +0.9%
Bank of America
6
Bank of America
North Carolina
$885M -$39M -439,354 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$691M +$109M +1,224,938 +20%
Select Equity Group
8
Select Equity Group
New York
$607M +$159M +1,792,651 +38%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$592M +$3.06M +34,492 +0.5%
Northern Trust
10
Northern Trust
Illinois
$474M -$9.01M -101,462 -2%
Charles Schwab
11
Charles Schwab
California
$424M +$30.1M +338,582 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$277M +$8.44M +95,047 +3%
TAM
13
Troy Asset Management
United Kingdom
$256M +$8.27M +93,085 +4%
BG
14
Bahl & Gaynor
Ohio
$253M -$7.7M -86,662 -3%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$243M -$7.37M -83,033 -3%
Legal & General Group
16
Legal & General Group
United Kingdom
$216M +$2.1M +23,664 +1%
LCOV
17
London Company of Virginia
Virginia
$216M +$4.52M +50,944 +2%
Capital World Investors
18
Capital World Investors
California
$209M +$14.1M +159,008 +8%
Swiss National Bank
19
Swiss National Bank
Switzerland
$200M -$1.47M -16,600 -0.8%
Norges Bank
20
Norges Bank
Norway
$195M -$102M -1,145,424 -35%
UBS AM
21
UBS AM
Illinois
$187M -$4.31M -48,538 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$175M +$24.8M +279,441 +17%
AllianceBernstein
23
AllianceBernstein
Tennessee
$172M +$35.4M +398,703 +28%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$171M -$11.2M -126,148 -6%
N
25
Nuveen
North Carolina
$144M +$29.4M +330,834 +27%

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.