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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
HI
601
Human Investing
Oregon
$1.49M -$38.6K -312 -3%
CFA
602
CWS Financial Advisors
Michigan
$1.49M +$1.35M +10,912 New
TSS
603
Thomas Story & Son
Indiana
$1.49M -$469K -3,795 -26%
HR
604
Howe & Rusling
New York
$1.49M -$139K -1,122 -9%
FC
605
Forte Capital
New York
$1.49M +$5.69K +46 +0.4%
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$388K -3,136 -22%
HCM
607
Highview Capital Management
Illinois
$1.48M +$1.34M +10,850 New
EWM
608
Evercore Wealth Management
New York
$1.48M -$6.18K -50 -0.5%
TA
609
TCM Advisors
West Virginia
$1.48M +$1.33M +10,758 New
BSB
610
Bangor Savings Bank
Maine
$1.46M +$127K +1,026 +11%
TI
611
Tidal Investments
Wisconsin
$1.46M +$145K +1,169 +12%
LCM
612
Leisure Capital Management
California
$1.46M +$61.9K +501 +5%
DY
613
Dowling & Yahnke
California
$1.46M -$368K -2,976 -22%
GM
614
GeoWealth Management
Illinois
$1.45M +$737K +5,963 +127%
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.31M +10,566 New
PFPT
616
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M -$2.97K -24 -0.2%
MIAN
617
Mariner Independent Advisor Network
Kansas
$1.43M -$38.1K -308 -3%
BFS
618
Bradley Foster & Sargent
Connecticut
$1.42M -$70K -566 -5%
SVWAG
619
Sound View Wealth Advisors Group
Georgia
$1.4M +$114K +920 +10%
TFS
620
Thoroughbred Financial Services
Tennessee
$1.4M +$87.9K +711 +7%
SWP
621
Stratos Wealth Partners
Ohio
$1.38M +$80.6K +652 +7%
HWAM
622
Hennion & Walsh Asset Management
New Jersey
$1.36M +$8.04K +65 +0.7%
CM
623
Columbus Macro
Pennsylvania
$1.36M -$125K -1,012 -9%
CFGS
624
Concourse Financial Group Securities
Alabama
$1.36M -$33K -267 -3%
DWA
625
Douglass Winthrop Advisors
New York
$1.35M -$14.2K -115 -1%

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.