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Paychex

1,440 hedge funds and large institutions have $34.5B invested in Paychex in 2021 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 456 increasing their positions, 505 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 247 | Existing positions closed: 70

41% more call options, than puts

Call options by funds: $313M | Put options by funds: $222M

21% more capital invested

Capital invested by funds: $28.6B → $34.5B (+$5.96B)

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

12% more funds holding

Funds holding: 1,2821,440 (+158)

0.22% less ownership

Funds ownership: 70.57%70.35% (-0.22%)

10% less repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 505

Holders
1,440
Holders Change
+158
Holders Change %
+12.32%
% of All Funds
22.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
247
Increased
456
Reduced
505
Closed
70
Calls
$313M
Puts
$222M
Net Calls
+$90.6M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
401
Institutional & Family Asset Management
Colorado
$4.17M -$641K -5,189 -15%
PFS
402
Prospera Financial Services
Texas
$4.17M +$210K +1,698 +6%
NB
403
Norinchukin Bank
Japan
$4.15M -$250K -2,020 -6%
RB
404
Rodgers Brothers
Pennsylvania
$4.14M
IWP
405
Icon Wealth Partners
Texas
$4.12M -$18.5K -150 -0.5%
SGA
406
Strategic Global Advisors
California
$4.11M +$295K +2,384 +9%
CAN
407
Cetera Advisor Networks
California
$4.09M +$96.8K +783 +3%
AIM
408
Aigen Investment Management
New York
$4.05M +$1.13M +9,138 +42%
HPIA
409
Hamilton Point Investment Advisors
North Carolina
$3.98M +$3.61M +29,189 New
WBC
410
Westpac Banking Corp
Australia
$3.94M -$412K -3,332 -10%
AC
411
Allstate Corporation
Illinois
$3.87M +$3.17M +25,667 +951%
SMDAM
412
Sumitomo Mitsui DS Asset Management
Japan
$3.87M -$3.96K -32 -0.1%
DIA
413
Dean Investment Associates
Ohio
$3.86M -$1.14M -9,237 -25%
MWM
414
Minot Wealth Management
Massachusetts
$3.84M
CT
415
Caldwell Trust
Florida
$3.84M +$84.9K +687 +3%
EA
416
Ellsworth Advisors
Ohio
$3.83M +$534K +4,316 +18%
CC
417
Courier Capital
New York
$3.83M -$37.1K -300 -1%
TIAM2
418
Tru Independence Asset Management 2
Oregon
$3.82M +$10.3K +83 +0.3%
KWILP
419
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.8M +$3.44M +27,850 New
WAC
420
William Allan Corp
Colorado
$3.74M +$3.38M +27,368 New
SAM
421
Securian Asset Management
Minnesota
$3.68M -$24.7K -200 -0.7%
CGPCS
422
Capital Group Private Client Services
California
$3.64M -$84.9K -687 -3%
RCIM
423
Red Cedar Investment Management
Michigan
$3.61M +$962K +7,785 +42%
JWCA
424
J.W. Coons Advisors
Ohio
$3.59M -$210K -1,695 -6%
DADC
425
D.A. Davidson & Co
Montana
$3.58M +$61.6K +498 +2%

PAYX Hedge Fund Activity: Q4 2021 in Review

1,440 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2021, worth a combined $34.5B — up 21% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 247 funds opened new PAYX positions and 70 closed out — a net gain of 177 holders — while 456 added to existing stakes and 505 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $83.6M. The largest seller was Select Equity Group, cutting an estimated $114M.

  • 1,440 institutional investors held Paychex (PAYX) as of Q4 2021, up from 1,282 in Q3 2021.
  • Funds reported $34.5B of Paychex stock for Q4 2021, up 21% quarter-over-quarter.
  • 247 funds opened new Paychex positions in Q4 2021 and 70 closed out, a net change of +177 holders.
  • The largest Paychex buyer in Q4 2021 was Goldman Sachs, an estimated $83.6M added.
  • The largest Paychex seller in Q4 2021 was Select Equity Group, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2021.