Payoneer
PAYO
127 hedge funds and large institutions have $1.09B invested in Payoneer in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
6% more funds holding
Funds holding: 120 → 127 (+7)
4.82% more ownership
Funds ownership: 66.86% → 71.68% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.02M
34% less capital invested
Capital invested by funds: $1.66B → $1.09B (-$571M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.7M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$23.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$19M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.3M |
| 5 |
Renaissance Technologies
New York
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.9M |
| 2 |
Jennison Associates
New York
|
-$23.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.5M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$10.7M |
PAYO Hedge Fund Activity: Q1 2022 in Review
127 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q1 2022, worth a combined $1.09B — down 34% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PAYO positions and 21 closed out — a net gain of 9 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was Vanguard Group, adding an estimated $85.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $27.9M.
- 127 institutional investors held Payoneer (PAYO) as of Q1 2022, up from 120 in Q4 2021.
- Funds reported $1.09B of Payoneer stock for Q1 2022, down 34% quarter-over-quarter.
- 30 funds opened new Payoneer positions in Q1 2022 and 21 closed out, a net change of +9 holders.
- The largest Payoneer buyer in Q1 2022 was Vanguard Group, an estimated $85.7M added.
- The largest Payoneer seller in Q1 2022 was T. Rowe Price Associates, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2022.