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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
TMAM
826
Tokio Marine Asset Management
Japan
$565K +$25.4K +217 +5%
FNC
827
First National Corp
Massachusetts
$565K
MHIC
828
Marble Harbor Investment Counsel
Massachusetts
$564K
GAAM
829
Guinness Atkinson Asset Management
California
$563K -$2.81K -24 -0.5%
PTC
830
Private Trust Company
Ohio
$563K -$55K -470 -9%
BHBT
831
Burke & Herbert Bank & Trust
Virginia
$561K -$18.7K -160 -3%
WPA
832
West Paces Advisors
Georgia
$560K -$34.8K -297 -6%
HTC
833
Haverford Trust Company
Pennsylvania
$557K -$37.9K -324 -6%
BAM
834
Belpointe Asset Management
Nevada
$555K +$18.5K +158 +3%
AAS
835
Ameritas Advisory Services
Nebraska
$551K +$149K +1,275 +37%
MGIA
836
Moneta Group Investment Advisors
Missouri
$550K +$39.1K +334 +8%
AFA
837
Abacus FCF Advisors
Florida
$549K -$327K -2,790 -37%
SWP
838
Summit Wealth Partners
Florida
$544K
IWC
839
Integrated Wealth Concepts
Massachusetts
$540K +$31.1K +266 +6%
SC
840
SouthState Corp
Florida
$538K -$57.2K -489 -9%
PCP
841
Proficio Capital Partners
Massachusetts
$538K -$6.55K -56 -1%
LWAC
842
Laurel Wealth Advisors (California)
California
$538K +$1.64K +14 +0.3%
EAM
843
Empirical Asset Management
Massachusetts
$533K +$362K +3,095 +89%
3IP
844
3Chopt Investment Partners
Virginia
$532K +$538K +4,600 New
AM
845
AGF Management
Ontario, Canada
$531K +$538K +4,596 New
WC
846
Woodstock Corp
Massachusetts
$530K -$2.81K -24 -0.5%
LOIP
847
Live Oak Investment Partners
Texas
$529K
PJSIMP
848
P.J. Schmidt Investment Management (PJS)
Wisconsin
$528K
KWM
849
Kolinsky Wealth Management
New Jersey
$528K +$14.2K +121 +3%
VFIC
850
Valley Forge Investment Consultants
Pennsylvania
$527K

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.