Payoneer
PAYO
213 hedge funds and large institutions have $1.85B invested in Payoneer in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 19 closing their positions.
90% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $13.5M
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
41% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 59
30% more capital invested
Capital invested by funds: $1.43B → $1.85B (+$422M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 201 → 213 (+12)
1.82% more ownership
Funds ownership: 82.73% → 84.54% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.8M |
| 2 |
Goldman Sachs
New York
|
+$15.2M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$9.94M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$9.48M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$42.8M |
| 2 |
Millennium Management
New York
|
-$17.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.74M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$6.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$92K | -19,124 | Closed |
|
|
AIM
227
Aigen Investment Management
New York
| – | -$91.9K | -19,099 | Closed |
|
|
PI
228
PEAK6 Investments
Chicago,
Illinois
| – | -$98.1K | -17,397 | Closed |
|
229
Stifel Financial
St. Louis,
Missouri
| – | -$51.6K | -10,724 | Closed |
|
|
DU
230
Delphia (USA)
Toronto,
Ontario, Canada
| – | -$48.8K | -10,154 | Closed |
|
|
HT
231
Headlands Technologies
Chicago,
Illinois
| – | -$12.8K | -2,656 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$28 | -5 | -15% |
|
PAYO Hedge Fund Activity: Q3 2023 in Review
213 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q3 2023, worth a combined $1.85B — up 30% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PAYO positions and 19 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $19.8M. The largest seller was Wellington Management Group, cutting an estimated $42.8M.
- 213 institutional investors held Payoneer (PAYO) as of Q3 2023, up from 201 in Q2 2023.
- Funds reported $1.85B of Payoneer stock for Q3 2023, up 30% quarter-over-quarter.
- 32 funds opened new Payoneer positions in Q3 2023 and 19 closed out, a net change of +13 holders.
- The largest Payoneer buyer in Q3 2023 was T. Rowe Price Associates, an estimated $19.8M added.
- The largest Payoneer seller in Q3 2023 was Wellington Management Group, an estimated $42.8M sold.
Based on aggregated 13F filings for Q3 2023.