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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
RPWA
1126
Regent Peak Wealth Advisors
Georgia
$237K +$8.89K +76 +4%
WGAM
1127
Wilkinson Global Asset Management
New York
$237K
TCA
1128
Transcend Capital Advisors
New Jersey
$237K +$21.9K +187 +10%
AFG
1129
Allegheny Financial Group
Pennsylvania
$236K -$77.1K -659 -24%
AWM
1130
Aries Wealth Management
Maine
$236K
AWM
1131
Atticus Wealth Management
Florida
$235K -$1.87K -16 -0.8%
SFWC
1132
Strategic Family Wealth Counselors
New Jersey
$233K +$1.17K +10 +0.5%
DEA
1133
DoubleLine ETF Adviser
Florida
$233K +$236K +2,016 New
SIA
1134
SkyView Investment Advisors
New Jersey
$232K -$19.5K -167 -8%
BCM
1135
Brookstone Capital Management
Illinois
$232K +$231K +1,975 New
BHIA
1136
Birch Hill Investment Advisors
Massachusetts
$231K
CAM
1137
Cubic Asset Management
Massachusetts
$231K
PIM
1138
Provident Investment Management
Michigan
$231K
SC
1139
Searle & Co
Connecticut
$231K
SJL
1140
Shayne & Jacobs LLC
Tennessee
$231K
GWS
1141
Glassman Wealth Services
Virginia
$231K +$141K +1,204 +151%
WP
1142
Wedgewood Partners
Missouri
$231K
SAM
1143
SignalPoint Asset Management
Missouri
$231K +$351 +3 +0.2%
LS
1144
Livforsakringsbolaget Skandia
Sweden
$231K
EA
1145
Emerald Advisors
Washington
$230K +$23.5K +201 +11%
OFS
1146
OneAscent Financial Services
Alabama
$230K +$233K +1,992 New
IP
1147
Investment Partners
Ohio
$229K -$219K -1,874 -49%
DAS
1148
Dynamic Advisor Solutions
Arizona
$228K +$231K +1,975 New
CAWM
1149
Capital Advisors Wealth Management
Washington
$227K
WR
1150
WD Rutherford
Oregon
$227K -$63.2K -540 -22%

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.