We are live on ! Find out more
PAYX icon

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
VWM
701
Venturi Wealth Management
Texas
$878K +$54K +461 +6%
BFS
702
Bard Financial Services
Connecticut
$875K +$664K +5,675 +299%
BS
703
Boenning & Scattergood
Pennsylvania
$873K -$17.6K -150 -2%
NA
704
Nordwand Advisors
Pennsylvania
$872K +$883K +7,549 New
HCWM
705
Harrison & Co Wealth Management
Virginia
$869K -$15.8K -135 -2%
IG
706
ING Group
Netherlands
$867K -$8.35M -71,334 -90%
WG
707
Winton Group
United Kingdom
$865K +$876K +7,485 New
PPC
708
Park Place Capital
Alabama
$860K +$871K +7,441 New
CSIC
709
Clifford Swan Investment Counsel
California
$855K -$2.34K -20 -0.3%
QI
710
Qtron Investments
Massachusetts
$854K -$102K -870 -11%
Bank Julius Baer & Co
711
Bank Julius Baer & Co
Switzerland
$842K +$13.1K +112 +2%
CIBC World Market
712
CIBC World Market
Ontario, Canada
$840K -$621K -5,310 -42%
CA
713
Claro Advisors
Massachusetts
$840K +$130K +1,110 +18%
PP
714
Paloma Partners
Connecticut
$836K +$144K +1,234 +21%
MAS
715
Meeder Advisory Services
Ohio
$833K +$844K +7,212 New
OAM
716
Oppenheimer Asset Management
New York
$826K +$2.81K +24 +0.3%
TPA
717
Trivium Point Advisory
Connecticut
$823K -$66.7K -570 -8%
VCA
718
Verdence Capital Advisors
Maryland
$819K +$8.66K +74 +1%
BP
719
Ballentine Partners
Massachusetts
$815K -$71.3K -609 -8%
PGFC
720
Peapack-Gladstone Financial Corp
New Jersey
$810K +$13.7K +117 +2%
AWM
721
Aevitas Wealth Management
Massachusetts
$809K +$119K +1,020 +17%
GWM
722
GSB Wealth Management
Connecticut
$809K -$505K -4,315 -38%
PNC
723
Park National Corp
Ohio
$803K
LC
724
Lavaca Capital
Texas
$799K -$9.95K -85 -1%
MMPW
725
Mitchell McLeod Pugh & Williams
Alabama
$797K -$936 -8 -0.1%

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.