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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
CCA
801
Checchi Capital Advisers
California
$599K -$112K -958 -16%
WA1
802
Wimmer Associates 1
California
$597K -$10.5K -90 -2%
BSW
803
Buckingham Strategic Wealth
Missouri
$597K -$40.5K -346 -6%
TWI
804
Thomas White International
Illinois
$596K
NA
805
Nottingham Advisors
New York
$595K +$48.7K +416 +9%
GRP
806
Global Retirement Partners
California
$594K +$59.5K +508 +11%
AFP
807
Ausdal Financial Partners
Iowa
$594K +$103K +881 +21%
HWM
808
HB Wealth Management
Georgia
$594K +$165K +1,407 +38%
SRIM
809
Saratoga Research & Investment Management
California
$589K -$936 -8 -0.2%
LFA
810
Legacy Financial Advisors
Kentucky
$588K +$13.7K +117 +2%
TFF
811
The Family Firm
Maryland
$587K +$819 +7 +0.1%
SS
812
Simplicity Solutions
Minnesota
$587K -$17.9K -153 -3%
SC
813
Savant Capital
Illinois
$580K +$1.4K +12 +0.2%
PAMG
814
Patton Albertson Miller Group
Tennessee
$578K
WP
815
WealthSource Partners
California
$577K +$33.6K +287 +6%
FG
816
Fiduciary Group
Georgia
$576K +$13.7K +117 +2%
JCIA
817
Jackson Creek Investment Advisors
Colorado
$573K +$370K +3,162 +176%
NAM
818
NTV Asset Management
West Virginia
$572K
CCM
819
Coldstream Capital Management
Washington
$571K +$579K +4,945 New
WFC
820
Western Financial Corp
California
$571K +$579K +4,945 New
FWM
821
Forza Wealth Management
Florida
$570K +$578K +4,935 New
FPB
822
First PREMIER Bank
South Dakota
$570K +$5.85K +50 +1%
PFM
823
Parsec Financial Management
North Carolina
$568K
MHC
824
Meyer Handelman Company
New York
$566K
BEI
825
Benjamin Edwards Inc
Missouri
$565K -$10.4K -89 -2%

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.