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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
VEA
726
Virtus ETF Advisers
New York
$796K +$155K +1,323 +24%
LWP
727
LMG Wealth Partners
Louisiana
$795K +$786K +6,715 New
MFG
728
Merit Financial Group
Georgia
$792K +$242K +2,066 +43%
HBT
729
Heartland Bank & Trust
Illinois
$792K -$66.1K -565 -8%
BRA
730
Bender Robert & Associates
California
$790K -$36.9K -315 -4%
MP
731
McDonald Partners
Ohio
$789K +$24.6K +210 +3%
SIP
732
Scott Investment Partners
United Kingdom
$786K
FNBT
733
FineMark National Bank & Trust
Florida
$785K -$26.3K -225 -3%
CB
734
Centennial Bank
Arkansas
$785K +$795K +6,793 New
GW
735
GW & Wade
Massachusetts
$779K +$69.3K +592 +10%
JWM
736
Jackson Wealth Management
Florida
$778K -$466K -3,985 -37%
RFG
737
Range Financial Group
Oregon
$774K +$18.4K +157 +2%
S
738
SignatureFD
Georgia
$773K -$10.5K -90 -1%
OPS
739
Orion Portfolio Solutions
Nebraska
$773K +$6.09K +52 +0.8%
SBF
740
Sara-Bay Financial
Florida
$770K -$1.64K -14 -0.2%
TI
741
Tidal Investments
Wisconsin
$769K -$1.34M -11,421 -63%
EFM
742
E Fund Management
China
$769K -$22.7K -194 -3%
AWE
743
Avidian Wealth Enterprises
Texas
$768K +$14.7K +126 +2%
FMII
744
Farmers & Merchants Investments Inc
Nebraska
$765K -$3.75K -32 -0.5%
GT
745
Greenleaf Trust
Michigan
$759K +$43.3K +370 +6%
GIA
746
Guyasuta Investment Advisors
Pennsylvania
$758K -$30.4K -260 -4%
FBC
747
Fairfield, Bush & Co
Connecticut
$756K +$90.7K +775 +13%
SWA
748
SFMG Wealth Advisors
Texas
$755K +$68.1K +582 +10%
PP
749
Patten & Patten
Tennessee
$754K
PGIM
750
Pacific Global Investment Management
California
$750K

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.