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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
SBIA
1201
Sheaff Brock Investment Advisors
Indiana
$211K -$605K -4,898 -76%
RIM
1202
Rockbridge Investment Management
New York
$210K -$742 -6 -0.4%
MFS
1203
Madrona Financial Services
Washington
$210K +$190K +1,537 New
LS
1204
Leelyn Smith
Illinois
$208K
MBT
1205
Montecito Bank & Trust
California
$208K +$188K +1,523 New
MFW
1206
Mosaic Family Wealth
Missouri
$207K +$187K +1,515 New
M
1207
Mirova
France
$207K +$188K +1,522 New
HCM
1208
Hollencrest Capital Management
California
$206K +$187K +1,512 New
AC
1209
Applied Capital
Arkansas
$205K +$185K +1,500 New
HFAS
1210
Hummer Financial Advisory Services
Illinois
$205K +$185K +1,500 New
KS
1211
Karpas Strategies
Connecticut
$205K +$185K +1,500 New
BCM
1212
BTC Capital Management
Iowa
$205K +$186K +1,505 New
WI
1213
Wintrust Investments
Illinois
$204K +$185K +1,496 New
MCC
1214
Money Concepts Capital
Florida
$204K +$185K +1,497 New
SOW
1215
State of Wyoming
Wyoming
$203K +$184K +1,489 New
1SB
1216
1ST Source Bank
Indiana
$202K +$182K +1,476 New
VAM
1217
Verity Asset Management
North Carolina
$202K +$183K +1,478 New
FA
1218
Fermata Advisors
California
$202K +$183K +1,481 New
OBWP
1219
O'Brien Wealth Partners
Massachusetts
$199K -$371 -3 -0.2%
FFC
1220
First Financial Corp
Indiana
$198K
OIA
1221
Optimum Investment Advisors
Illinois
$198K
PCM
1222
Penserra Capital Management
California
$197K +$34K +275 +24%
TFM
1223
TFC Financial Management
Massachusetts
$196K +$989 +8 +0.6%
BCM
1224
Blume Capital Management
California
$195K -$4.95K -40 -3%
FCA
1225
FinTrust Capital Advisors
South Carolina
$193K +$50.8K +411 +41%

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.