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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
SWA
726
SFMG Wealth Advisors
Texas
$871K +$12.4K +100 +2%
AIL
727
AGF Investments LLC
Ontario, Canada
$869K +$116K +941 +17%
SS
728
Simplicity Solutions
Minnesota
$868K +$450K +3,637 +134%
BS
729
Boenning & Scattergood
Pennsylvania
$863K -$25.3K -205 -3%
AWE
730
Avidian Wealth Enterprises
Texas
$860K +$32.9K +266 +4%
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
$849K -$15.1K -122 -2%
CPWA
732
Cerro Pacific Wealth Advisors
California
$849K -$47.6K -385 -6%
MCP
733
Martin Capital Partners
Oregon
$849K +$7.66K +62 +1%
HI
734
Horizon Investments
North Carolina
$848K +$460K +3,724 +147%
LA
735
Latitude Advisors
Florida
$840K +$65.4K +529 +9%
GAAM
736
Guinness Atkinson Asset Management
California
$830K -$49.7K -402 -6%
Nomura Holdings
737
Nomura Holdings
Japan
$823K -$244K -1,972 -25%
MA
738
Montag & Associates
Georgia
$822K -$2.47K -20 -0.3%
LW
739
Linscomb Wealth
Texas
$820K -$2.97K -24 -0.4%
SWM
740
Salvus Wealth Management
New Jersey
$819K +$20.1K +163 +3%
SFA
741
Seneca Financial Advisors
New York
$817K +$494 +4 +0.1%
CW
742
CreativeOne Wealth
Kansas
$808K +$76.8K +621 +12%
KLC
743
Knowledge Leaders Capital
Colorado
$805K +$729K +5,900 New
IF
744
Intrua Financial
Texas
$804K -$171K -1,382 -19%
PDM
745
Penn Davis McFarland
Texas
$803K
RT
746
Rockland Trust
Massachusetts
$802K
BFA
747
Beaumont Financial Advisors
Massachusetts
$792K -$3.96K -32 -0.5%
BCV
748
Banque Cantonale Vaudoise
Switzerland
$789K
TW
749
Transform Wealth
Colorado
$786K -$117K -945 -14%
CFS
750
CRA Financial Services
New Jersey
$782K -$6.55K -53 -0.9%

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.