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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
WAS
1401
Winch Advisory Services
Wisconsin
$9K
ACM
1402
AUA Capital Management
Pennsylvania
$8K
JAM
1403
JCIC Asset Management
Ontario, Canada
$8K
FPWM
1404
FSB Premier Wealth Management
Iowa
$8K +$7.42K +60 New
LFA
1405
Level Financial Advisors
New York
$8K +$7.66K +62 New
SC
1406
Stephens Consulting
Michigan
$6.01K +$5.44K +44 New
JFA
1407
JNBA Financial Advisors
Minnesota
$6K -$28.7K -232 -85%
PA
1408
PSI Advisors
Florida
$6K +$1.24K +10 +30%
SC
1409
Schubert & Co
Texas
$6K +$5.19K +42 New
CHC
1410
City Holding Co
West Virginia
$5K
GWSG
1411
GPS Wealth Strategies Group
Colorado
$5K +$4.08K +33 New
KFP
1412
KB Financial Partners
New Jersey
$5K +$4.45K +36 New
CFFP
1413
Center for Financial Planning
Michigan
$4K
CCM
1414
Copeland Capital Management
Pennsylvania
$4K
CTB
1415
Country Trust Bank
Illinois
$4K
DWA
1416
Delos Wealth Advisors
Texas
$4K
TC
1417
Truvestments Capital
Florida
$4K
BHWM
1418
Beaird Harris Wealth Management
Texas
$4K +$3.46K +28 New
HVM
1419
Harvest Volatility Management
Connecticut
$3K +$670K +5,417 +33%
TLFA
1420
True Link Financial Advisors
California
$3K
AP
1421
Arlington Partners
Alabama
$3K +$2.35K +19 New
SC
1422
Sierra Capital
Florida
$3K +$2.47K +20 New
SBL
1423
Sargent Bickham Lagudis
Colorado
$3K +$2.6K +21 New
AWM
1424
Accel Wealth Management
Iowa
$3K +$2.84K +23 New
MGIM
1425
M&G Investment Management
United Kingdom
$1.66K -$164K -1,324 -10%

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.