We are live on ! Find out more
PAYX icon

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
HPC
851
HM Payson & Co
Maine
$560K
HWMG
852
Hurlow Wealth Management Group
Indiana
$558K
PMG
853
ProVise Management Group
Florida
$555K
AG
854
AIA Group
Hong Kong
$555K +$178K +1,440 +55%
BI
855
Berkeley Inc
Idaho
$553K -$24K -194 -5%
ABC
856
Associated Banc-Corp
Wisconsin
$553K +$63.2K +511 +14%
SP
857
Successful Portfolios
Florida
$552K -$191K -1,543 -28%
KFS
858
Kelly Financial Services
Massachusetts
$551K
CIAS
859
Capital Investment Advisory Services
North Carolina
$550K -$15.9K -129 -3%
Vontobel Holding
860
Vontobel Holding
Switzerland
$549K -$28.3K -229 -5%
WP
861
WealthSource Partners
California
$548K +$1.24K +10 +0.2%
CPSAC
862
Chas P. Smith & Associates (CPS)
Florida
$546K -$3.09K -25 -0.6%
AC
863
Aristides Capital
Kentucky
$546K
BMO
864
Beck Mack & Oliver
New York
$546K
RVPG
865
Relative Value Partners Group
$546K
MCWS
866
McKinley Carter Wealth Services
West Virginia
$543K
BIM
867
Bridges Investment Management
Nebraska
$541K -$12.4K -100 -2%
BRA
868
Bender Robert & Associates
California
$541K
IMOV
869
Investment Management of Virginia
Virginia
$541K
JWCA
870
J.W. Cole Advisors
Florida
$540K -$17.9K -145 -4%
PJSIMP
871
P.J. Schmidt Investment Management (PJS)
Wisconsin
$538K -$12.4K -100 -2%
NFG
872
Nations Financial Group
Iowa
$538K -$3.34K -27 -0.7%
ACM
873
Alethea Capital Management
Washington
$537K +$487K +3,936 New
PFO
874
Pathstone Family Office
New Jersey
$534K +$107K +866 +29%
SS
875
Sunbelt Securities
Texas
$531K -$8.78K -71 -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.