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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
GAM
1351
Gemmer Asset Management
California
$30K
AAP
1352
Arax Advisory Partners
Colorado
$30K +$10K +81 +58%
TIM
1353
Tortoise Investment Management
New York
$30K +$10.9K +88 +67%
DHGWA
1354
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29K +$26K +210 New
JWA
1355
JFS Wealth Advisors
Pennsylvania
$28K +$6.8K +55 +37%
CCA
1356
Catalyst Capital Advisors
New York
$27K -$2.1K -17 -8%
CHA
1357
Carmichael Hill & Associates
Maryland
$27K
HCM
1358
Highlander Capital Management
New Jersey
$27K
ETI
1359
Enterprise Trust & Investment
California
$27K +$24.7K +200 New
BWM
1360
BerganKDV Wealth Management
Minnesota
$26K
RK
1361
Rather & Kittrell
Tennessee
$25K +$22.9K +185 New
EARNEST Partners
1362
EARNEST Partners
Georgia
$23K
CWM
1363
Cedar Wealth Management
California
$23K +$20.6K +167 New
WOC
1364
West Oak Capital
California
$22K
AHIA
1365
Andrew Hill Investment Advisors
Florida
$22K +$20.8K +168 New
IRC
1366
Investors Research Corp
Georgia
$20K
MCM
1367
MV Capital Management
Maryland
$20K +$6.55K +53 +58%
BA
1368
Bivin & Associates
Oklahoma
$20K +$18.5K +150 New
NFSG
1369
Newbridge Financial Services Group
Florida
$19K +$17.3K +140 New
TSWM
1370
Tyler-Stone Wealth Management
Ohio
$18K +$16.1K +130 New
MW
1371
Milestone Wealth
New York
$18K +$16.6K +134 New
CWM
1372
Curi Wealth Management
North Carolina
$17K +$15.5K +125 New
Baillie Gifford & Co
1373
Baillie Gifford & Co
United Kingdom
$16K
LFG
1374
Larson Financial Group
Missouri
$16K +$124 +1 +0.9%
ZB
1375
Zions Bancorporation
Utah
$16K +$8.28K +67 +137%

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.