Paya Holdings Inc. Class A Common Stock
PAYA
PAYA was delisted on the 21st of February, 2023.
70 hedge funds and large institutions have $648M invested in Paya Holdings Inc. Class A Common Stock in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 35 closing their positions.
370% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $1.39M
157% more capital invested
Capital invested by funds: $252M → $648M (+$396M)
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
13% more funds holding
Funds holding: 62 → 70 (+8)
28.06% less ownership
Funds ownership: 69.1% → 41.04% (-28%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$79.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$38.2M |
| 3 |
Neuberger Berman Group
New York
|
+$34.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
-$30.2M |
| 2 |
AGC
Angelo Gordon & Co
New York
|
-$12.3M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$11.7M |
| 4 |
PGM
Parian Global Management
Pound Ridge,
New York
|
-$11.2M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$7.04M |
PAYA Hedge Fund Activity: Q4 2020 in Review
70 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Paya Holdings Inc. Class A Common Stock (PAYA) for Q4 2020, worth a combined $648M — up 157% from $252M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new PAYA positions and 35 closed out — a net gain of 9 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $79.8M. The largest seller was Glazer Capital LLC, exiting entirely with an estimated $30.2M sold.
- 70 institutional investors held Paya Holdings Inc. Class A Common Stock (PAYA) as of Q4 2020, up from 62 in Q3 2020.
- Funds reported $648M of Paya Holdings Inc. Class A Common Stock stock for Q4 2020, up 157% quarter-over-quarter.
- 44 funds opened new Paya Holdings Inc. Class A Common Stock positions in Q4 2020 and 35 closed out, a net change of +9 holders.
- The largest Paya Holdings Inc. Class A Common Stock buyer in Q4 2020 was Capital Research Global Investors, an estimated $79.8M added.
- The largest Paya Holdings Inc. Class A Common Stock seller in Q4 2020 was Glazer Capital LLC, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2020.