Payoneer
PAYO
207 hedge funds and large institutions have $1.88B invested in Payoneer in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 23 closing their positions.
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
14% more capital invested
Capital invested by funds: $1.65B → $1.88B (+$234M)
5% more funds holding
Funds holding: 197 → 207 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 69
1.38% less ownership
Funds ownership: 86.08% → 84.7% (-1.4%)
45% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $25.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$24.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$16.5M |
| 4 |
Millennium Management
New York
|
+$13.8M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$9.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
-$112M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$52.5M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$22.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$21.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.39M |
PAYO Hedge Fund Activity: Q1 2023 in Review
207 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q1 2023, worth a combined $1.88B — up 14% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PAYO positions and 23 closed out — a net gain of 12 holders — while 65 added to existing stakes and 69 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $112M. The largest seller was Susquehanna Capital Management, cutting an estimated $112M.
- 207 institutional investors held Payoneer (PAYO) as of Q1 2023, up from 197 in Q4 2022.
- Funds reported $1.88B of Payoneer stock for Q1 2023, up 14% quarter-over-quarter.
- 35 funds opened new Payoneer positions in Q1 2023 and 23 closed out, a net change of +12 holders.
- The largest Payoneer buyer in Q1 2023 was Susquehanna International Group, an estimated $112M added.
- The largest Payoneer seller in Q1 2023 was Susquehanna Capital Management, an estimated $112M sold.
Based on aggregated 13F filings for Q1 2023.