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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
BFM
1101
Boston Financial Management
Massachusetts
$257K +$260K +2,221 New
EFS
1102
Essex Financial Services
Connecticut
$256K -$117 -1 -0%
PEA
1103
Park Edge Advisors
Ohio
$255K +$259K +2,210 New
SB
1104
Sunflower Bank
Texas
$253K -$6.55K -56 -2%
SWK
1105
Stephen W. Kidder
$251K
CI
1106
CX Institutional
Indiana
$251K +$254K +2,173 New
OC
1107
Oakworth Capital
Alabama
$250K +$7.61K +65 +3%
LFG
1108
Lockerman Financial Group
California
$247K
BFA
1109
Beaumont Financial Advisors
Massachusetts
$246K -$487K -4,158 -66%
CSB
1110
City State Bank
Iowa
$245K
HFM
1111
Harvest Fund Management
China
$245K +$50.9K +435 +26%
SIM
1112
Sentry Investment Management
Wisconsin
$244K -$8.66K -74 -3%
MIM
1113
Moseley Investment Management
Florida
$244K +$702 +6 +0.3%
BWM
1114
BlackDiamond Wealth Management
New York
$244K -$21.1K -180 -8%
SCM
1115
Silvant Capital Management
Georgia
$244K
PWMG
1116
Pinnacle Wealth Management Group
Michigan
$243K
SDH
1117
Sloy Dahl & Holst
Washington
$243K
DMBA
1118
Deseret Mutual Benefit Administrators
Utah
$242K -$202K -1,723 -45%
FCA
1119
FLC Capital Advisors
California
$241K
GA
1120
Geller Advisors
New York
$241K -$6.55K -56 -3%
EWM
1121
Executive Wealth Management
Michigan
$239K +$213K +1,823 +747%
IAIM
1122
International Assets Investment Management
Florida
$238K -$9.36K -80 -4%
VWM
1123
Vigilare Wealth Management
Arizona
$238K +$351 +3 +0.1%
VCM
1124
Vivaldi Capital Management
Illinois
$238K +$1.99K +17 +0.8%
ISWM
1125
Independent Solutions Wealth Management
New York
$237K

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.