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Paychex

1,409 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 492 increasing their positions, 560 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $277M | Put options by funds: $223M

0.78% more ownership

Funds ownership: 70.79%71.57% (+0.78%)

2% less funds holding

Funds holding: 1,4401,409 (-31)

10% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 110

12% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 560

14% less funds holding in top 10

Funds holding in top 10: 3530 (-5)

15% less capital invested

Capital invested by funds: $34.7B → $29.3B (-$5.37B)

Holders
1,409
Holders Change
-31
Holders Change %
-2.15%
% of All Funds
23.73%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
492
Reduced
560
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
751
Realta Investment Advisors
Delaware
$696K -$51.1K -407 -6%
SWM
752
Salvus Wealth Management
New Jersey
$696K -$3.27K -26 -0.4%
Koshinski Asset Management
753
Koshinski Asset Management
Illinois
$694K -$21.1K -168 -3%
MP
754
McDonald Partners
Ohio
$694K +$26.8K +213 +4%
Bank Julius Baer & Co
755
Bank Julius Baer & Co
Switzerland
$692K -$367K -2,921 -32%
GA
756
Greytown Advisors
Florida
$692K
GAAM
757
Guinness Atkinson Asset Management
California
$692K
TNAM
758
Terra Nova Asset Management
New York
$686K +$104K +827 +16%
PWAG
759
Polaris Wealth Advisory Group
California
$685K -$140K -1,115 -16%
DWM
760
Darwin Wealth Management
Florida
$684K -$1.13M -9,004 -62%
PDM
761
Penn Davis McFarland
Texas
$679K +$10K +80 +1%
SWA
762
SFMG Wealth Advisors
Texas
$678K -$31.4K -250 -4%
Vontobel Holding
763
Vontobel Holding
Switzerland
$677K +$55.3K +440 +8%
LCM
764
Landscape Capital Management
New Jersey
$676K -$11.6M -92,446 -94%
UH
765
Unigestion Holding
Switzerland
$676K +$745K +5,933 New
MCM
766
MAI Capital Management
Ohio
$664K -$35.5K -283 -5%
PFO
767
Pathstone Family Office
New Jersey
$662K +$293K +2,329 +67%
FG
768
Fiduciary Group
Georgia
$659K +$12.7K +101 +2%
OPS
769
Orion Portfolio Solutions
Nebraska
$658K -$233K -1,858 -24%
LC
770
Lindbrook Capital
California
$658K -$6.15K -49 -0.8%
VWA
771
V Wealth Advisors
Kansas
$656K +$1.13K +9 +0.2%
LW
772
Linscomb Wealth
Texas
$653K -$35.3K -281 -5%
STAS
773
Strong Tower Advisory Services
Minnesota
$653K -$14.1K -112 -2%
SFA
774
Seneca Financial Advisors
New York
$653K -$18.2K -145 -2%
CFS
775
CRA Financial Services
New Jersey
$652K

PAYX Hedge Fund Activity: Q2 2022 in Review

1,409 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2022, worth a combined $29.3B — down 15% from $34.7B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of PAYX and 99 opened new positions — a net loss of 11 holders — while 560 trimmed existing stakes and 492 added.

The largest buyer was Morgan Stanley, adding an estimated $202M. The largest seller was Norges Bank, cutting an estimated $186M.

  • 1,409 institutional investors held Paychex (PAYX) as of Q2 2022, down from 1,440 in Q1 2022.
  • Funds reported $29.3B of Paychex stock for Q2 2022, down 15% quarter-over-quarter.
  • 99 funds opened new Paychex positions in Q2 2022 and 110 closed out, a net change of -11 holders.
  • The largest Paychex buyer in Q2 2022 was Morgan Stanley, an estimated $202M added.
  • The largest Paychex seller in Q2 2022 was Norges Bank, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2022.