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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
MWM
901
Mission Wealth Management
California
$450K -$46K -393 -9%
PA
902
Procyon Advisors
Connecticut
$450K +$456K +3,896 New
CYG
903
Clean Yield Group
Vermont
$449K
PCH
904
PGIM Custom Harvest
New Jersey
$445K +$451K +3,853 New
ST
905
Spinnaker Trust
Maine
$445K
CAM
906
Costello Asset Management
Pennsylvania
$445K -$963K -8,227 -68%
SOAMC
907
Spirit of America Management Corp
New York
$445K
RBFC
908
Roman Butler Fullerton & Co
Missouri
$444K -$5.5K -47 -1%
FFP
909
FourThought Financial Partners
Florida
$442K +$448K +3,827 New
IMOV
910
Investment Management of Virginia
Virginia
$441K -$17.6K -150 -4%
ECM
911
ExodusPoint Capital Management
New York
$436K -$14.2M -121,275 -97%
WBG
912
Wharton Business Group
Pennsylvania
$436K
PFS
913
Physicians Financial Services
North Carolina
$434K
CFB
914
Cullen/Frost Bankers
Texas
$430K -$19.1K -163 -4%
IA
915
IFP Advisors
Florida
$427K +$527K +4,506 +83%
QT
916
Quantamental Technologies
New York
$425K +$430K +3,676 New
SAG
917
SageView Advisory Group
California
$425K +$430K +3,675 New
IWM
918
IHT Wealth Management
Illinois
$423K -$3.04K -26 -0.7%
CG
919
Clifford Group
Massachusetts
$423K +$428K +3,658 New
WI
920
Wintrust Investments
Illinois
$421K -$48.8K -417 -10%
SP
921
Symmetry Partners
Connecticut
$418K -$149K -1,271 -26%
TAM
922
Trust Asset Management
Texas
$418K
NL
923
Navalign LLC
California
$417K -$11.9K -102 -3%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$417K +$23.6K +202 +6%
ABC
925
Associated Banc-Corp
Wisconsin
$416K

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.