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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
EWM
1251
Endurance Wealth Management
Rhode Island
$149K
SWA
1252
Sutton Wealth Advisors
Florida
$146K +$742 +6 +0.6%
CFD
1253
Creative Financial Designs
Indiana
$141K -$2.23K -18 -2%
FMB
1254
Field & Main Bank
Kentucky
$137K
MBFW
1255
Morton Brown Family Wealth
Pennsylvania
$137K +$124K +1,005 New
MMG
1256
Monetary Management Group
Missouri
$136K
CFO
1257
CVA Family Office
Colorado
$133K +$47K +380 +64%
AIC
1258
Archer Investment Corporation
Indiana
$132K +$92.5K +748 +340%
C
1259
Covestor
United Kingdom
$130K +$118K +955 New
TFS
1260
TrustCore Financial Services
Tennessee
$128K
ETC
1261
Exchange Traded Concepts
Oklahoma
$126K +$74K +599 +185%
SWM
1262
Selective Wealth Management
Virginia
$123K
SQA
1263
Simon Quick Advisors
New Jersey
$123K +$10.4K +84 +10%
FPS
1264
Fieldpoint Private Securities
Connecticut
$122K -$7.54K -61 -6%
IPAM
1265
ICICI Prudential Asset Management
India
$121K +$110K +890 New
FMP
1266
Financial Management Professionals
Texas
$120K +$2.6K +21 +2%
HWA
1267
Heritage Wealth Advisors
Virginia
$119K
OA
1268
Operose Advisors
Wisconsin
$119K +$108K +870 New
SAM
1269
S.A. Mason
Michigan
$116K
HI
1270
Harbour Investments
Wisconsin
$114K -$168K -1,363 -62%
GLLW
1271
Graves Light Lenhart Wealth
Virginia
$114K
RFA
1272
Reilly Financial Advisors
California
$111K
PPWM
1273
PFG Private Wealth Management
Florida
$110K -$618 -5 -0.6%
NR
1274
Newfound Research
Massachusetts
$110K +$99.9K +808 New
ST
1275
Sageworth Trust
Pennsylvania
$107K

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.