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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
DSC
1051
Duncker Streett & Co
Missouri
$298K -$55.4K -473 -16%
CWM
1052
Cahaba Wealth Management
Georgia
$298K -$11.5K -98 -4%
NL
1053
NWAM LLC
Washington
$297K -$11.9K -102 -4%
TW
1054
Transform Wealth
Colorado
$296K -$6.2K -53 -2%
Simplex Trading
1055
Simplex Trading
Illinois
$295K -$16.8M -143,398 -98%
RIA
1056
Richwood Investment Advisors
Ohio
$295K -$1.87K -16 -0.6%
ZF
1057
Zhang Financial
Michigan
$293K -$819 -7 -0.3%
SIC
1058
Sterling Investment Counsel
New York
$292K -$8.19K -70 -3%
LFA
1059
LGT Financial Advisors
Texas
$292K +$296K +2,530 New
RAG
1060
RIA Advisory Group
Iowa
$292K +$313K +2,678 New
BCM
1061
Brown Capital Management
Maryland
$290K
SIG
1062
Sargent Investment Group
Maryland
$286K
CCP
1063
Cassia Capital Partners
North Carolina
$284K -$117 -1 -0%
FIM
1064
Fruth Investment Management
Texas
$284K -$585 -5 -0.2%
SWM
1065
Stockman Wealth Management
Montana
$283K +$16.1K +138 +6%
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$282K +$12.4K +106 +5%
CWM
1067
Core Wealth Management
Florida
$282K +$285K +2,436 New
OCG
1068
Opus Capital Group
Ohio
$281K -$10.5K -90 -4%
O
1069
Ossiam
France
$280K -$462K -3,945 -62%
SM
1070
STF Management
Texas
$278K +$282K +2,407 New
GWM
1071
Gray Wealth Management
Maine
$277K +$117 +1 +0%
AIM
1072
Aspen Investment Management
Michigan
$276K
PIA
1073
Powell Investment Advisors
Florida
$276K -$18.3K -156 -6%
JF
1074
Jump Financial
Illinois
$275K -$303K -2,592 -52%
FFA
1075
First Foundation Advisors
California
$274K +$24.7K +211 +10%

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.