Payoneer
PAYO
197 hedge funds and large institutions have $1.65B invested in Payoneer in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 23 closing their positions.
2,589% more call options, than puts
Call options by funds: $6.59M | Put options by funds: $245K
122% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 23
17% more funds holding
Funds holding: 169 → 197 (+28)
14% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 57
3.66% more ownership
Funds ownership: 82.43% → 86.08% (+3.7%)
4% less capital invested
Capital invested by funds: $1.73B → $1.65B (-$77M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$111M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$35.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.2M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$8.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$31.1M |
| 2 |
SCM
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
-$22.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.4M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$18.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$12.7M |
PAYO Hedge Fund Activity: Q4 2022 in Review
197 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q4 2022, worth a combined $1.65B — down 4.5% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PAYO positions and 23 closed out — a net gain of 28 holders — while 65 added to existing stakes and 57 trimmed.
The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Jasper Ridge Partners, cutting an estimated $31.1M.
- 197 institutional investors held Payoneer (PAYO) as of Q4 2022, up from 169 in Q3 2022.
- Funds reported $1.65B of Payoneer stock for Q4 2022, down 4.5% quarter-over-quarter.
- 51 funds opened new Payoneer positions in Q4 2022 and 23 closed out, a net change of +28 holders.
- The largest Payoneer buyer in Q4 2022 was BlackRock, an estimated $111M added.
- The largest Payoneer seller in Q4 2022 was Jasper Ridge Partners, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2022.