We are live on ! Find out more
PAYX icon

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
EWM
876
EPG Wealth Management
Georgia
$473K +$521K +4,152 New
AFP
877
Ausdal Financial Partners
Iowa
$471K -$1.13K -9 -0.2%
CI
878
Cigna Investments
Connecticut
$470K -$197K -1,566 -27%
JWM
879
Jackson Wealth Management
Florida
$468K -$1.07M -8,505 -67%
JWCA
880
J.W. Cole Advisors
Florida
$467K -$54.5K -434 -10%
PMG
881
ProVise Management Group
Florida
$463K
BI
882
Berkeley Inc
Idaho
$463K +$879 +7 +0.2%
EAM
883
Empirical Asset Management
Massachusetts
$461K -$61.8K -492 -11%
KFS
884
Kelly Financial Services
Massachusetts
$459K
KFA
885
Krane Funds Advisors
New York
$459K -$376K -2,990 -43%
SWM
886
Segment Wealth Management
Texas
$458K -$26.2K -209 -5%
BMO
887
Beck Mack & Oliver
New York
$457K +$2.01K +16 +0.4%
TMAM
888
Tokio Marine Asset Management
Japan
$457K +$89.3K +711 +22%
WP
889
WealthSource Partners
California
$456K
AC
890
Aristides Capital
Kentucky
$455K
SP
891
Successful Portfolios
Florida
$453K -$754 -6 -0.2%
BIM
892
Bridges Investment Management
Nebraska
$451K
IMOV
893
Investment Management of Virginia
Virginia
$451K +$4.4K +35 +0.9%
PGWM
894
Pitti Group Wealth Management
New York
$448K -$126K -1,001 -20%
SS
895
Sunbelt Securities
Texas
$447K -$42.7K -340 -8%
BAM
896
Berkshire Asset Management
Pennsylvania
$446K +$15.3K +122 +3%
MCWS
897
McKinley Carter Wealth Services
West Virginia
$445K
CCM
898
Carderock Capital Management
Maryland
$444K -$62.8K -500 -11%
HPC
899
HM Payson & Co
Maine
$444K -$25.1K -200 -5%
ABC
900
Associated Banc-Corp
Wisconsin
$444K -$7.28K -58 -1%

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.