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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
CYG
876
Clean Yield Group
Vermont
$530K
HWIS
877
Hancock Whitney Investment Services
Louisiana
$530K +$483K +3,905 New
EWM
878
EPG Wealth Management
Georgia
$528K +$25.8K +209 +6%
SIM
879
Studio Investment Management
Illinois
$527K -$135K -1,089 -22%
SOAMC
880
Spirit of America Management Corp
New York
$526K
WI
881
Wahed Invest
New York
$526K +$477K +3,856 New
BAM
882
Berkshire Asset Management
Pennsylvania
$519K -$49.7K -402 -10%
SWP
883
Summit Wealth Partners
Florida
$517K +$618 +5 +0.1%
WBG
884
Wharton Business Group
Pennsylvania
$515K +$467K +3,774 New
DSC
885
Duncker Streett & Co
Missouri
$514K +$1.24K +10 +0.3%
MGIA
886
Moneta Group Investment Advisors
Missouri
$514K +$35.7K +289 +8%
PFS
887
Physicians Financial Services
North Carolina
$512K
CGL
888
Clarius Group LLC
Washington
$511K +$18.4K +149 +4%
ED
889
Exane Derivatives
France
$510K +$400K +3,239 +648%
JF
890
Jump Financial
Illinois
$508K +$461K +3,726 New
AAS
891
Ameritas Advisory Services
Nebraska
$504K +$456K +3,691 New
RZH
892
Relyea Zuckerberg Hanson
Connecticut
$503K +$19.5K +158 +4%
PIM
893
Penobscot Investment Management
Massachusetts
$501K -$7.42K -60 -2%
COF
894
Capital One Financial
Virginia
$501K +$124 +1 +0%
OCG
895
Opus Capital Group
Ohio
$500K
LIM
896
Leavell Investment Management
Alabama
$498K +$40.2K +325 +10%
GJIC
897
Gamble Jones Investment Counsel
California
$496K +$13.6K +110 +3%
MA
898
MJP Associates
Connecticut
$496K +$22.9K +185 +5%
APP
899
Avantax Planning Partners
Iowa
$495K
CAM
900
Close Asset Management
United Kingdom
$491K -$581K -4,700 -57%

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.