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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
GWM
976
Geneos Wealth Management
Colorado
$364K +$28K +239 +8%
TT
977
TI-Trust
Illinois
$363K
SAM
978
Shell Asset Management
Netherlands
$362K +$262K +2,238 +250%
OCPWS
979
One Charles Private Wealth Services
Massachusetts
$362K -$1.4K -12 -0.4%
S
980
Seeyond
France
$361K +$210K +1,791 +135%
KFI
981
Key Financial Inc
Pennsylvania
$361K
DL
982
DOHJ LLC
Washington
$359K -$18.8K -161 -5%
FAM
983
Flaharty Asset Management
Florida
$359K
MNBTD
984
Moody National Bank Trust Division
Texas
$359K -$3.28K -28 -0.9%
DLA
985
Douglas Lane & Associates
New York
$359K -$8.66K -74 -2%
GM
986
GeoWealth Management
Illinois
$355K -$127K -1,088 -26%
SA
987
SRH Advisors
Kansas
$355K +$3.98K +34 +1%
FM
988
Foster & Motley
Ohio
$355K +$359K +3,068 New
ECM
989
Evergreen Capital Management
Washington
$353K -$7.61K -65 -2%
DIM
990
Delta Investment Management
California
$353K
MPI
991
Mairs & Power Inc
Minnesota
$352K +$37.5K +320 +12%
ALAM
992
Asahi Life Asset Management
Japan
$350K +$355K +3,030 New
FIB
993
First Interstate Bank
Montana
$350K
WA
994
Wealth Alliance
New York
$349K +$19.7K +168 +6%
WB
995
West Bancorporation
Iowa
$349K -$42.2K -361 -11%
SFG
996
SevenBridge Financial Group
Pennsylvania
$348K
MMM
997
Mendel Money Management
Illinois
$347K
JMFC
998
J.M. Forbes & Co
Massachusetts
$347K +$351K +3,002 New
MJP
999
Michael J. Puzo
$347K
NFC
1000
Northeast Financial Consultants
Connecticut
$347K

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.