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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
AFS
1076
Axiom Financial Strategies
Indiana
$294K -$9.64K -78 -3%
LCC
1077
Lincoln Capital Corp
Rhode Island
$293K +$13.4K +108 +5%
CCFM
1078
Clear Creek Financial Management
Washington
$292K +$19.7K +159 +8%
LFG
1079
Lockerman Financial Group
California
$292K +$265K +2,140 New
C
1080
CEDRUS
Colorado
$291K +$264K +2,133 New
GSWM
1081
Golden State Wealth Management
California
$291K +$263K +2,131 New
SCM
1082
Silvant Capital Management
Georgia
$288K
OC
1083
Oakworth Capital
Alabama
$287K -$168K -1,358 -39%
MIM
1084
Moseley Investment Management
Florida
$285K +$247 +2 +0.1%
MAG
1085
MRA Advisory Group
New Jersey
$284K +$124 +1 +0%
CWM
1086
Cornerstone Wealth Management
Missouri
$284K +$258K +2,084 New
EWA
1087
EverSource Wealth Advisors
Alabama
$283K +$257K +2,076 New
BFAG
1088
Blackston Financial Advisory Group
Florida
$282K +$256K +2,068 New
SWM
1089
Spire Wealth Management
Virginia
$281K +$34K +275 +16%
WGAM
1090
Wilkinson Global Asset Management
New York
$280K
NP
1091
NorthRock Partners
Minnesota
$280K +$253K +2,050 New
AT
1092
Arden Trust
Delaware
$279K +$989 +8 +0.4%
MPM
1093
MBB Public Markets
Illinois
$279K +$253K +2,043 New
EWA
1094
Exencial Wealth Advisors
Oklahoma
$278K -$41.5K -336 -14%
AWM
1095
Aries Wealth Management
Maine
$278K
BO
1096
Bank OZK
Arkansas
$277K -$1.85K -15 -0.7%
JCIA
1097
Jackson Creek Investment Advisors
Colorado
$277K +$251K +2,030 New
RFN
1098
RDA Financial Network
Iowa
$274K -$9.89K -80 -4%
ZF
1099
Zhang Financial
Michigan
$274K +$248K +2,007 New
FCA
1100
FLC Capital Advisors
California
$273K -$124K -1,000 -33%

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.