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Payoneer
PAYO

201 hedge funds and large institutions have $1.43B invested in Payoneer in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $10.3M

36% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.97% less ownership

Funds ownership: 84.7% → 82.73% (-2%)

3% less funds holding

Funds holding: 207 → 201 (-6)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

24% less capital invested

Capital invested by funds: $1.88B → $1.43B (-$456M)

Holders
201
Holders Change
-6
Holders Change %
-2.9%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
79
Reduced
58
Closed
37
Calls
$14.7M
Puts
$10.3M
Net Calls
+$4.43M
Net Calls Change
+$15.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$38M
2
II
Ibex Investors
Colorado
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
Millennium Management
Millennium Management
New York
+$14M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$10.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$121M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$14.8M
5
DCM
Driehaus Capital Management
Illinois
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCMV
1
Technology Crossover Management VIII
California
$201M – – –
BlackRock
2
BlackRock
New York
$163M +$8.36M +1,671,920 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$128M -$3.82M -763,865 -3%
Temasek Holdings
4
Temasek Holdings
Singapore
$97.4M – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$90.5M – – –
WCM
6
W Capital Management
New York
$65M – – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$58.2M +$38M +7,596,916 +165%
Millennium Management
8
Millennium Management
New York
$48.9M +$14M +2,803,588 +38%
SCM
9
Susquehanna Capital Management
Pennsylvania
$40.1M – – –
State Street
10
State Street
Massachusetts
$39.7M +$4.16M +831,226 +11%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$30.2M -$14.8M -2,966,955 -32%
Victory Capital Management
12
Victory Capital Management
Texas
$28.1M +$3.19M +638,321 +12%
Morgan Stanley
13
Morgan Stanley
New York
$23.9M +$14.6M +2,915,618 +142%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.6M +$3.88M +775,054 +19%
II
15
Ibex Investors
Colorado
$19.4M +$15.1M +3,022,050 +301%
Renaissance Technologies
16
Renaissance Technologies
New York
$19.3M +$3.98M +795,031 +25%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$16M +$4.92M +984,500 +42%
JRP
18
Jasper Ridge Partners
California
$15.1M – – –
JGC
19
J. Goldman & Co
New York
$14.1M -$3.61M -721,096 -20%
N
20
Nuveen
North Carolina
$13.9M +$8.38M +1,675,571 +138%
Ameriprise
21
Ameriprise
Minnesota
$13.9M +$1.36M +272,907 +10%
Northern Trust
22
Northern Trust
Illinois
$12M +$1.75M +350,738 +16%
Two Sigma Investments
23
Two Sigma Investments
New York
$11.7M +$2.3M +459,072 +23%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$10.9M +$10.5M +2,097,531 +1,206%
PCM
25
Portolan Capital Management
Massachusetts
$10.3M +$2.38M +475,856 +28%
1
2 3 4 5

PAYO Hedge Fund Activity: Q2 2023 in Review

201 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q2 2023, worth a combined $1.43B — down 24% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PAYO and 32 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 79 added.

The largest buyer was Wellington Management Group, adding an estimated $38M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $121M sold.

  • 201 institutional investors held Payoneer (PAYO) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.43B of Payoneer stock for Q2 2023, down 24% quarter-over-quarter.
  • 32 funds opened new Payoneer positions in Q2 2023 and 37 closed out, a net change of -5 holders.
  • The largest Payoneer buyer in Q2 2023 was Wellington Management Group, an estimated $38M added.
  • The largest Payoneer seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2023.