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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
SAM
901
Smithbridge Asset Management
Pennsylvania
$491K
CRI
902
Colonial River Investments
Virginia
$491K +$445K +3,597 New
CAM
903
Columbia Asset Management
Michigan
$490K -$1.43M -11,544 -42%
CFIA
904
Cantor Fitzgerald Investment Advisors
New York
$487K
PSP
905
Principal Street Partners
Tennessee
$484K +$3.09K +25 +0.7%
JF
906
JSF Financial
California
$484K +$438K +3,547 New
Verition Fund Management
907
Verition Fund Management
Connecticut
$482K -$3.06M -24,784 -88%
RCAG
908
Rehmann Capital Advisory Group
Michigan
$478K -$70.5K -570 -14%
BHWM
909
Bar Harbor Wealth Management
New Hampshire
$475K -$6.06K -49 -1%
CI
910
Conning Inc
Connecticut
$474K -$19.5K -158 -4%
CCC
911
Crescent Capital Consulting
Louisiana
$474K
SIA
912
Schechter Investment Advisors
Michigan
$474K +$429K +3,474 New
TPWA
913
TRUE Private Wealth Advisors
Oregon
$473K -$41.4K -335 -9%
DL
914
DOHJ LLC
Washington
$473K -$8.78K -71 -2%
T
915
TRUADVICE
Florida
$468K
ECM
916
Everence Capital Management
Indiana
$467K -$837K -6,770 -66%
CAL
917
Capital Advisors Ltd
Ohio
$465K +$494 +4 +0.1%
MG
918
Mather Group
Illinois
$463K -$618 -5 -0.1%
RMDI
919
R.M. Davis Inc
Maine
$459K -$989 -8 -0.2%
DLA
920
Douglas Lane & Associates
New York
$458K
HIC
921
Holderness Investments Company
North Carolina
$458K
GLA
922
Good Life Advisors
Pennsylvania
$457K +$12.5K +101 +3%
CG
923
Caprock Group
Idaho
$454K +$132K +1,067 +47%
BC
924
Burleson & Co
California
$450K
IA
925
Insight Advisors
Pennsylvania
$450K +$407K +3,295 New

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.