Payoneer
PAYO
169 hedge funds and large institutions have $1.73B invested in Payoneer in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 17 closing their positions.
1,017% more call options, than puts
Call options by funds: $6M | Put options by funds: $537K
229% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 17
76% more capital invested
Capital invested by funds: $981M → $1.73B (+$746M)
69% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 32
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
29% more funds holding
Funds holding: 131 → 169 (+38)
9.62% more ownership
Funds ownership: 72.82% → 82.43% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$83.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$28.3M |
| 3 |
Millennium Management
New York
|
+$20.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$17M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$88.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$87.4M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$22.7M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$11.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
HSBC Holdings
London,
United Kingdom
| – | -$58K | -14,642 | Closed |
|
|
PTC
177
Petrus Trust Company
Dallas,
Texas
| – | -$50K | -12,802 | Closed |
|
|
PCM
178
Penserra Capital Management
Orinda,
California
| – | -$42K | -10,792 | Closed |
|
179
Tudor Investment Corp
Stamford,
Connecticut
| – | -$41K | -10,362 | Closed |
|
|
LC
180
Littlejohn & Co
Greenwich,
Connecticut
| – | -$39K | -10,000 | Closed |
|
181
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -500 | Closed |
|
|
C
182
Covestor
London,
United Kingdom
| – | +$151 | +26 | New |
|
|
VCM
183
Versant Capital Management
Phoenix,
Arizona
| – | +$250 | +43 | New |
|
|
SIC
184
SJS Investment Consulting
Sylvania,
Ohio
| – | +$349 | +60 | New |
|
|
EI
185
Ellevest Inc
New York
| – | +$412 | +71 | New |
|
PAYO Hedge Fund Activity: Q3 2022 in Review
169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q3 2022, worth a combined $1.73B — up 76% from $981M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PAYO positions and 17 closed out — a net gain of 39 holders — while 54 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $83.1M. The largest seller was Wellington Management Group, cutting an estimated $88.5M.
- 169 institutional investors held Payoneer (PAYO) as of Q3 2022, up from 131 in Q2 2022.
- Funds reported $1.73B of Payoneer stock for Q3 2022, up 76% quarter-over-quarter.
- 56 funds opened new Payoneer positions in Q3 2022 and 17 closed out, a net change of +39 holders.
- The largest Payoneer buyer in Q3 2022 was BlackRock, an estimated $83.1M added.
- The largest Payoneer seller in Q3 2022 was Wellington Management Group, an estimated $88.5M sold.
Based on aggregated 13F filings for Q3 2022.