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Paychex

1,444 hedge funds and large institutions have $29.9B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 515 increasing their positions, 515 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 91

56% more call options, than puts

Call options by funds: $329M | Put options by funds: $211M

1% more funds holding

Funds holding: 1,4241,444 (+20)

3% more capital invested

Capital invested by funds: $28.9B → $29.9B (+$1.01B)

0.61% more ownership

Funds ownership: 71.64%72.26% (+0.61%)

0% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 515

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

Holders
1,444
Holders Change
+20
Holders Change %
+1.4%
% of All Funds
23.21%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
515
Reduced
515
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
651
Howe & Rusling
New York
$1.07M -$306K -2,614 -22%
CAM
652
Covenant Asset Management
New Jersey
$1.07M
AMG
653
Asset Management Group
Connecticut
$1.07M +$6.79K +58 +0.6%
AI
654
AXS Investments
New York
$1.06M +$92.6K +791 +9%
RT
655
Rockland Trust
Massachusetts
$1.06M -$80K -684 -7%
TNBTD
656
Trustmark National Bank Trust Department
Mississippi
$1.05M +$36.3K +310 +4%
AFS
657
Access Financial Services
Minnesota
$1.04M
VWA
658
V Wealth Advisors
Kansas
$1.03M +$383K +3,273 +58%
CSI
659
Cross Staff Investments
New York
$1.03M
IAN
660
Integrated Advisors Network
Texas
$1.03M -$10.8K -92 -1%
ONB
661
Old National Bancorp
Indiana
$1.03M +$585 +5 +0.1%
OKSA
662
O'Keefe Stevens Advisory
New York
$1.02M +$11.7K +100 +1%
HI
663
Horizon Investments
North Carolina
$1.01M -$63.8K -545 -6%
MC
664
Moors & Cabot
Massachusetts
$1M +$819 +7 +0.1%
SW
665
SVB Wealth
Massachusetts
$996K -$229K -1,955 -18%
SAM
666
Strategy Asset Managers
California
$995K -$22.4K -191 -2%
HIA
667
Harbor Investment Advisory
Maryland
$995K +$2.46K +21 +0.2%
AWM
668
AE Wealth Management
Kansas
$991K -$10.8K -92 -1%
WA
669
Wambolt & Associates
Colorado
$990K -$13.7K -117 -1%
BFG
670
Bleakley Financial Group
New Jersey
$990K +$1M +8,563 New
AF
671
Allworth Financial
California
$979K +$86.5K +739 +10%
HC
672
Hourglass Capital
Texas
$978K -$25.7K -220 -3%
VA
673
Valmark Advisers
Ohio
$977K -$7.02K -60 -0.7%
TF
674
Trek Financial
Arizona
$975K +$99.8K +853 +11%
EF
675
Empirical Finance
Pennsylvania
$974K +$77.1K +659 +8%

PAYX Hedge Fund Activity: Q4 2022 in Review

1,444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2022, worth a combined $29.9B — up 3.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new PAYX positions and 91 closed out — a net gain of 52 holders — while 515 added to existing stakes and 515 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Invesco, cutting an estimated $91.3M.

  • 1,444 institutional investors held Paychex (PAYX) as of Q4 2022, up from 1,424 in Q3 2022.
  • Funds reported $29.9B of Paychex stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 143 funds opened new Paychex positions in Q4 2022 and 91 closed out, a net change of +52 holders.
  • The largest Paychex buyer in Q4 2022 was Fidelity Investments, an estimated $113M added.
  • The largest Paychex seller in Q4 2022 was Invesco, an estimated $91.3M sold.

Based on aggregated 13F filings for Q4 2022.