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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
PPWM
876
Paragon Private Wealth Management
Kentucky
$475K +$142K +1,215 +42%
JWCA
877
J.W. Cole Advisors
Florida
$473K +$234 +2 +0%
BI
878
Berkeley Inc
Idaho
$471K +$819 +7 +0.2%
FMWA
879
Forvis Mazars Wealth Advisors
Missouri
$471K +$40.7K +348 +9%
PGWM
880
Pitti Group Wealth Management
New York
$470K +$15.8K +135 +3%
PMG
881
ProVise Management Group
Florida
$470K +$702 +6 +0.1%
PHIC
882
Pine Haven Investment Counsel
Massachusetts
$467K -$14.2K -121 -3%
CIAS
883
Capital Investment Advisory Services
North Carolina
$467K -$24.5K -209 -5%
TA
884
TFG Advisers
Michigan
$467K +$2.58K +22 +0.5%
KFS
885
Kelly Financial Services
Massachusetts
$466K
1WA
886
180 Wealth Advisors
Washington
$466K +$58.9K +503 +14%
CGL
887
Clarius Group LLC
Washington
$465K -$1.75K -15 -0.4%
AC
888
Aristides Capital
Kentucky
$462K
BMO
889
Beck Mack & Oliver
New York
$462K
SS
890
Sunbelt Securities
Texas
$460K +$7.14K +61 +2%
SWM
891
Segment Wealth Management
Texas
$460K
SFA
892
Sequoia Financial Advisors
Ohio
$457K +$120K +1,028 +35%
IA
893
Insight Advisors
Pennsylvania
$457K -$46.3K -396 -9%
AssetMark Inc
894
AssetMark Inc
California
$456K -$819 -7 -0.2%
NHT
895
New Hampshire Trust
New Hampshire
$456K +$462K +3,946 New
CI
896
Cigna Investments
Connecticut
$455K +$117 +1 +0%
BIM
897
Bridges Investment Management
Nebraska
$452K -$5.85K -50 -1%
RTC
898
Riverview Trust Company
Washington
$451K -$54.1K -462 -11%
SP
899
Successful Portfolios
Florida
$451K -$4.68K -40 -1%
CCM
900
Carderock Capital Management
Maryland
$451K

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.