Payoneer
PAYO
268 hedge funds and large institutions have $3.21B invested in Payoneer in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 31 closing their positions.
238% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $5.17M
129% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 31
57% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 63
35% more capital invested
Capital invested by funds: $2.38B → $3.21B (+$833M)
17% more funds holding
Funds holding: 229 → 268 (+39)
6.84% more ownership
Funds ownership: 83.03% → 89.87% (+6.8%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
+$180M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$22.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$19M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$18.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMV
Technology Crossover Management VIII
Menlo Park,
California
|
-$71.7M |
| 2 |
Temasek Holdings
Singapore
|
-$58.8M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$31.9M |
| 4 |
LPAM
Legion Partners Asset Management
Los Angeles,
California
|
-$19M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$11.8M |
PAYO Hedge Fund Activity: Q4 2024 in Review
268 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q4 2024, worth a combined $3.21B — up 35% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PAYO positions and 31 closed out — a net gain of 40 holders — while 99 added to existing stakes and 63 trimmed.
The largest buyer was Susquehanna Capital Management, adding an estimated $180M. The largest seller was Technology Crossover Management VIII, cutting an estimated $71.7M.
- 268 institutional investors held Payoneer (PAYO) as of Q4 2024, up from 229 in Q3 2024.
- Funds reported $3.21B of Payoneer stock for Q4 2024, up 35% quarter-over-quarter.
- 71 funds opened new Payoneer positions in Q4 2024 and 31 closed out, a net change of +40 holders.
- The largest Payoneer buyer in Q4 2024 was Susquehanna Capital Management, an estimated $180M added.
- The largest Payoneer seller in Q4 2024 was Technology Crossover Management VIII, an estimated $71.7M sold.
Based on aggregated 13F filings for Q4 2024.