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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
I
676
InceptionR
California
$967K +$979K +8,369 New
CWS
677
Confluence Wealth Services
Pennsylvania
$956K +$10.9K +93 +1%
SEC
678
Seven Eight Capital
New York
$948K +$960K +8,205 New
LMKC
679
L.M. Kohn & Company
Ohio
$945K -$6.09K -52 -0.6%
BC
680
Burney Company
Virginia
$942K -$43.9K -375 -4%
MCM
681
MAI Capital Management
Ohio
$939K -$162K -1,383 -15%
DGAM
682
Desjardins Global Asset Management
Quebec, Canada
$935K +$78.9K +674 +9%
HI
683
Human Investing
Oregon
$931K -$109K -929 -10%
BFA
684
BMS Financial Advisors
South Dakota
$928K -$16.4K -140 -2%
MGP
685
Metis Global Partners
California
$927K +$252K +2,150 +37%
LP
686
LMR Partners
United Kingdom
$926K -$1.01M -8,638 -52%
CIA
687
Choate Investment Advisors
Massachusetts
$925K +$318K +2,715 +51%
PAG
688
Powers Advisory Group
Illinois
$919K +$4.1K +35 +0.4%
RCAG
689
Rehmann Capital Advisory Group
Michigan
$911K +$14.4K +123 +2%
MCP
690
Martin Capital Partners
Oregon
$902K +$38.3K +327 +4%
HH
691
Hilltop Holdings
Texas
$901K +$74.4K +636 +9%
SPA
692
Sherbrooke Park Advisers
New York
$901K +$913K +7,800 New
LNC
693
Lincoln National Corp
Pennsylvania
$897K -$288K -2,465 -24%
CIC
694
Carnegie Investment Counsel
Ohio
$895K
KFA
695
Kapstone Financial Advisors
Ohio
$894K +$868K +7,416 New
CPIG
696
Chicago Partners Investment Group
Illinois
$893K +$468 +4 +0.1%
BRM
697
Boston Research & Management
Massachusetts
$886K
GIP
698
Granite Investment Partners
California
$884K -$410K -3,500 -31%
Koshinski Asset Management
699
Koshinski Asset Management
Illinois
$882K +$58.2K +497 +7%
SBH
700
Segall Bryant & Hamill
Illinois
$880K +$6.91K +59 +0.8%

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.