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
RIA
776
Realta Investment Advisors
Delaware
$652K +$18.8K +161 +3%
HWMG
777
Hurlow Wealth Management Group
Indiana
$650K -$78.3K -669 -11%
TTWM
778
TCV Trust & Wealth Management
Virginia
$646K
STC
779
Sarah T. Connolly
$646K -$123K -1,050 -16%
Fisher Asset Management
780
Fisher Asset Management
Washington
$641K -$107K -916 -14%
GA
781
Greytown Advisors
Florida
$640K -$62.5K -534 -9%
CFS
782
CRA Financial Services
New Jersey
$639K -$22.9K -196 -3%
KCM
783
KRS Capital Management
Michigan
$639K +$67.5K +577 +12%
EWM
784
EPG Wealth Management
Georgia
$637K +$31.8K +272 +5%
MSA
785
Marino Stram & Associates
Massachusetts
$635K +$25.4K +217 +4%
RIM
786
RW Investment Management
Idaho
$633K +$641K +5,477 New
NPF
787
Norris Perne & French
Michigan
$630K
SAM
788
Seelaus Asset Management
New Jersey
$623K
PWLP
789
Prio Wealth Limited Partnership
Massachusetts
$620K
BBA
790
Baader Bank Aktiengesellschaft
Germany
$619K -$19.9K -170 -3%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$617K
TAM
792
Tocqueville Asset Management
New York
$614K -$17.6K -150 -3%
JE
793
JMAC Enterprises
Pennsylvania
$612K
CA
794
Clearstead Advisors
Ohio
$612K +$104K +887 +20%
EMG
795
ETF Managers Group
New Jersey
$610K +$25.4K +217 +4%
BCV
796
Banque Cantonale Vaudoise
Switzerland
$610K
CA
797
Commerzbank Aktiengesellschaft
Germany
$605K
T
798
TRUADVICE
Florida
$604K +$144K +1,230 +32%
Lido Advisors
799
Lido Advisors
California
$603K -$1.75K -15 -0.3%
DCM
800
Dupont Capital Management
Delaware
$599K -$541K -4,625 -47%

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.