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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
MSFP
1326
Mark Sheptoff Financial Planning
Connecticut
$41K
TI
1327
Truehand Inc
New Hampshire
$41K
CMA
1328
Cedar Mountain Advisors
Oregon
$41K +$124 +1 +0.3%
ONST
1329
Old North State Trust
North Carolina
$41K +$14.1K +114 +60%
ACM
1330
Aquatic Capital Management
Illinois
$41K +$37.1K +300 New
Loomis, Sayles & Company
1331
Loomis, Sayles & Company
Massachusetts
$40K -$4.7K -38 -11%
CWC
1332
Carolinas Wealth Consulting
North Carolina
$39K
OAJ
1333
Ogorek Anthony Joseph
New York
$39K
AA
1334
Addison Advisors
Vermont
$39K +$1.85K +15 +6%
SCA
1335
Stuart Chaussee & Associates
California
$38K +$13.4K +108 +64%
EA
1336
Evolution Advisers
Virginia
$38K +$35.1K +284 New
FCB
1337
First Command Bank
Texas
$37K
HDIM
1338
Hanson & Doremus Investment Management
Vermont
$37K +$30.9K +250 +1,250%
SFM
1339
Signet Financial Management
New Jersey
$37K +$33.9K +274 New
JWM
1340
Janiczek Wealth Management
Colorado
$36K +$3.21K +26 +11%
HNWA
1341
Henrickson Nauta Wealth Advisors
Michigan
$36K +$37.1K +300 New
SFPG
1342
Stonebridge Financial Planning Group
Florida
$35K
TFO
1343
Tarbox Family Office
California
$35K
Manulife (Manufacturers Life Insurance)
1344
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.6K -$6.27M -50,720 -17%
SIS
1345
Sound Income Strategies
Florida
$34K -$2.6K -21 -8%
MTIC
1346
Missouri Trust & Investment Company
Missouri
$34K +$30.9K +250 New
ANBT
1347
American National Bank & Trust
Texas
$32K -$1.36K -11 -4%
BIA
1348
Bell Investment Advisors
California
$32K +$5.56K +45 +24%
BWL
1349
Bogart Wealth LLC
Virginia
$31K
LWA
1350
Lowe Wealth Advisors
Maryland
$31K

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.