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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
FWM
1226
Focused Wealth Management
New York
$192K
PFGIA
1227
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$618 +5 +0.4%
DCM
1228
Dupont Capital Management
Delaware
$187K -$66K -534 -28%
BWM
1229
Baystate Wealth Management
Massachusetts
$187K +$494 +4 +0.3%
BWA
1230
BDO Wealth Advisors
Florida
$184K
SWA
1231
SOA Wealth Advisors
New York
$184K +$494 +4 +0.3%
BAM
1232
Barrett Asset Management
New York
$181K +$3.34K +27 +2%
SCA
1233
Stonebridge Capital Advisors
Minnesota
$179K
PCMC
1234
Paragon Capital Management (Colorado)
Colorado
$179K +$162K +1,314 New
RIA
1235
Richwood Investment Advisors
Ohio
$179K +$163K +1,315 New
RE
1236
RBC Europe
United Kingdom
$174K -$203K -1,642 -56%
CBT
1237
Central Bank & Trust
Kentucky
$171K
AA
1238
Ancora Advisors
Ohio
$170K
PMFA
1239
Plante Moran Financial Advisors
Michigan
$168K -$44.6K -361 -23%
TSW
1240
Thompson Siegel & Walmsley
Virginia
$168K
LSA
1241
Leonteq Securities AG
Switzerland
$164K +$37.1K +300 +33%
PCG
1242
Private Capital Group
Connecticut
$164K +$1.36K +11 +0.9%
NL
1243
NVWM LLC
Pennsylvania
$163K
MHR
1244
Matthew Hamilton Rosenberg
$161K
FAG
1245
Fortitude Advisory Group
Washington
$161K +$146K +1,182 New
CB
1246
Community Bank
New York
$160K
DAM
1247
Delta Asset Management
Tennessee
$158K -$1.24K -10 -0.9%
TFP
1248
Tilia Fiduciary Partners
North Carolina
$156K +$142K +1,145 New
COCM
1249
Charter Oak Capital Management
New Hampshire
$152K
CBT
1250
CoreFirst Bank & Trust
Kansas
$150K

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.