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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
AIM
1051
Aspen Investment Management
Michigan
$273K
BAS
1052
Brown Advisory Securities
Maryland
$273K
PI
1053
Pettee Investors
Connecticut
$270K
SIC
1054
Schwartz Investment Counsel
Michigan
$269K
BWP
1055
BSW Wealth Partners
Colorado
$269K +$48.6K +387 +20%
OWM
1056
OneAscent Wealth Management
Alabama
$269K +$297K +2,361 New
LIM
1057
Loudon Investment Management
New Hampshire
$268K -$3.01K -24 -1%
AA
1058
Aufman Associates
Pennsylvania
$268K
ST
1059
Smithfield Trust
Pennsylvania
$268K
OFS
1060
OneAscent Financial Services
Alabama
$267K +$295K +2,346 New
PPW
1061
Pinnacle Private Wealth
Massachusetts
$265K -$27.6K -220 -9%
AWM
1062
Aberdeen Wealth Management
Illinois
$265K -$6.03K -48 -2%
OWA
1063
One Wealth Advisors
California
$265K -$754 -6 -0.3%
CCP
1064
Cassia Capital Partners
North Carolina
$264K
SIC
1065
Sigma Investment Counselors
Michigan
$264K
SWM
1066
Stockman Wealth Management
Montana
$263K
CCIA
1067
Cherry Creek Investment Advisors
Colorado
$263K +$1.88K +15 +0.7%
NME
1068
Notis-McConarty Edward
$262K -$25.1K -200 -8%
SFS
1069
Strategic Financial Services
New York
$262K -$6.03K -48 -2%
WCA
1070
Waypoint Capital Advisors
Minnesota
$262K +$1.38K +11 +0.5%
CFG
1071
Cooper Financial Group
California
$262K +$29.9K +238 +12%
ETC
1072
Exchange Traded Concepts
Oklahoma
$261K -$72K -573 -20%
JCM
1073
Jacobi Capital Management
Pennsylvania
$261K +$1.13K +9 +0.4%
FWP
1074
FAS Wealth Partners
Kansas
$261K +$79.9K +636 +38%
BFAG
1075
Blackston Financial Advisory Group
Florida
$260K +$6.28K +50 +2%

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.