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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
Los Angeles Capital Management
826
Los Angeles Capital Management
California
$619K -$26.8K -217 -5%
NA
827
Nottingham Advisors
New York
$619K +$247 +2 +0%
WAM
828
Werlinich Asset Management
Connecticut
$614K
PB
829
Pinnacle Bancorp
Nebraska
$612K
PAS
830
Professional Advisory Services
Florida
$601K +$24.1K +195 +5%
RWM
831
Ritholtz Wealth Management
New York
$598K +$283K +2,288 +109%
LFA
832
Legacy Financial Advisors
Kentucky
$597K +$28.3K +229 +6%
SC
833
SouthState Corp
Florida
$596K +$107K +862 +25%
LS
834
Livforsakringsbolaget Skandia
Sweden
$586K -$260K -2,100 -33%
TA
835
TFG Advisers
Michigan
$585K +$2.23K +18 +0.4%
APA
836
Astoria Portfolio Advisors
New York
$584K +$529K +4,280 New
RCA
837
Roberts Capital Advisors
Colorado
$582K +$527K +4,266 New
KCM
838
Kanawha Capital Management
Virginia
$581K -$18.5K -150 -3%
SWM
839
Segment Wealth Management
Texas
$577K -$4.08K -33 -0.8%
CPA
840
Court Place Advisors
Maryland
$576K
CFB
841
Cullen/Frost Bankers
Texas
$573K
KWM
842
Kolinsky Wealth Management
New Jersey
$572K +$518K +4,187 New
BAM
843
Belpointe Asset Management
Nevada
$568K -$23.5K -190 -4%
PHIC
844
Pine Haven Investment Counsel
Massachusetts
$568K +$515K +4,164 New
IBOK
845
Independence Bank of Kentucky
Kentucky
$567K -$167K -1,350 -25%
BPA
846
Beacon Pointe Advisors
California
$567K -$83.4K -675 -14%
MWM
847
Mission Wealth Management
California
$567K -$1.36K -11 -0.3%
AFP
848
Ausdal Financial Partners
Iowa
$564K +$494 +4 +0.1%
IA
849
IFP Advisors
Florida
$563K +$57.4K +464 +13%
RWA
850
Ropes Wealth Advisors
Massachusetts
$560K -$1.47M -11,929 -74%

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.