We are live on ! Find out more
PAYX icon

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
SXL
1026
Summit X LLC
Missouri
$321K -$3.98K -34 -1%
KAM
1027
Knightsbridge Asset Management
California
$317K
KCM
1028
Kathmere Capital Management
Pennsylvania
$317K +$105K +896 +49%
EH
1029
Equitable Holdings
New York
$313K -$2.93K -25 -0.9%
AWP
1030
Ascent Wealth Partners
New York
$312K
OWA
1031
One Wealth Advisors
California
$311K -$170K -1,451 -35%
WAM
1032
Wakefield Asset Management
Colorado
$311K +$819 +7 +0.3%
NQWM
1033
Northwest Quadrant Wealth Management
Oregon
$310K -$33.6K -287 -10%
QCG
1034
Quadrant Capital Group
Ohio
$310K -$14.3K -122 -4%
AR
1035
Apeiron RIA
Texas
$310K +$314K +2,679 New
CI
1036
Conning Inc
Connecticut
$309K -$1.05K -9 -0.3%
DWT
1037
Dorsey & Whitney Trust
South Dakota
$308K -$21.5K -184 -6%
MFC
1038
Mechanics Financial Corp
Ohio
$308K -$17.6K -150 -5%
BWM
1039
Baron Wealth Management
Michigan
$308K +$312K +2,662 New
EP
1040
Eudaimonia Partners
Tennessee
$308K -$29.8K -255 -9%
GCM
1041
Gallacher Capital Management
Colorado
$307K +$311K +2,655 New
WIM
1042
WealthPlan Investment Management
Nebraska
$307K +$58K +496 +23%
WAM
1043
WNY Asset Management
New York
$304K -$2.58K -22 -0.8%
BIM
1044
Bridgecreek Investment Management
Oklahoma
$303K
MHS
1045
M Holdings Securities
Oregon
$303K +$15.7K +134 +5%
WP
1046
WealthPLAN Partners
Nebraska
$303K +$311K +2,656 New
E
1047
Ergoteles
New York
$300K +$303K +2,593 New
LFAS
1048
Level Four Advisory Services
Texas
$299K +$67.6K +578 +29%
BJL
1049
Brighton Jones LLC
Washington
$299K +$83.4K +713 +38%
BFW
1050
Brady Family Wealth
Missouri
$299K +$302K +2,584 New

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.