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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
SFB
751
STAR Financial Bank
Indiana
$747K +$756K +6,462 New
OTPPB
752
Ontario Teachers' Pension Plan Board
Ontario, Canada
$745K -$9.77M -83,496 -93%
PWAG
753
Polaris Wealth Advisory Group
California
$741K +$9.6K +82 +1%
SWM
754
Salvus Wealth Management
New Jersey
$740K +$4.21K +36 +0.6%
MA
755
MJP Associates
Connecticut
$739K +$75.1K +642 +11%
F
756
F3Logic
Minnesota
$729K -$102K -868 -12%
GBS
757
Gallagher Benefit Services
Illinois
$729K +$738K +6,308 New
DWM
758
Darwin Wealth Management
Florida
$729K +$122K +1,045 +21%
LC
759
Lindbrook Capital
California
$725K +$21.3K +182 +3%
LW
760
Linscomb Wealth
Texas
$713K +$51.7K +442 +8%
SIA
761
Schechter Investment Advisors
Michigan
$709K +$40.1K +343 +6%
AGP
762
Autumn Glory Partners
Texas
$705K +$714K +6,104 New
BIM
763
Baldwin Investment Management
Pennsylvania
$703K -$5.85K -50 -0.8%
TNAM
764
Terra Nova Asset Management
New York
$699K -$26.4K -226 -4%
KI
765
Kula Investments
Illinois
$693K +$702K +6,000 New
PDM
766
Penn Davis McFarland
Texas
$689K
RA
767
Rise Advisors
New York
$678K +$23.9K +204 +4%
KIA
768
KLR Investment Advisors
Rhode Island
$677K +$685K +5,855 New
STAS
769
Strong Tower Advisory Services
Minnesota
$671K +$5.85K +50 +0.9%
WTC
770
WhitTier Trust Company
Nevada
$667K -$84K -718 -11%
CTA
771
Chesley Taft & Associates
Illinois
$659K
HFA
772
High Falls Advisors
New York
$656K -$254K -2,167 -28%
SFA
773
Seneca Financial Advisors
New York
$656K +$468 +4 +0.1%
RVPG
774
Relative Value Partners Group
$653K +$193K +1,653 +41%
TF
775
Tompkins Financial
New York
$653K +$6.09K +52 +0.9%

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.