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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
PP
1151
PDT Partners
New York
$225K -$240K -2,050 -51%
MCM
1152
Monument Capital Management
Virginia
$225K -$86.1K -736 -27%
LCC
1153
Lincoln Capital Corp
Rhode Island
$225K
ISL
1154
Ingalls & Snyder LLC
New York
$224K
VDI
1155
Vaughan David Investments
Illinois
$224K
VIA
1156
Virtus Investment Advisers
Connecticut
$224K
MG
1157
Meritage Group
California
$222K +$225K +1,919 New
EWA
1158
EverSource Wealth Advisors
Alabama
$222K -$44.5K -380 -17%
TIA
1159
Tiemann Investment Advisors
California
$220K -$5.27K -45 -2%
SA
1160
Syntax Advisors
New York
$220K -$1.05K -9 -0.5%
VCG
1161
Vantage Consulting Group
Virginia
$220K -$1.05K -9 -0.5%
KFP
1162
KB Financial Partners
New Jersey
$219K -$20.6K -176 -8%
CWM
1163
Cabot Wealth Management
Massachusetts
$219K -$9.36K -80 -4%
FNBOSM
1164
First National Bank of South Miami
Florida
$218K
PBO
1165
Peoples Bank (Ohio)
Ohio
$218K -$234 -2 -0.1%
IF
1166
Intrua Financial
Texas
$218K +$220K +1,883 New
SIC
1167
Schwartz Investment Counsel
Michigan
$217K
EFG
1168
Ethos Financial Group
Pennsylvania
$217K +$220K +1,876 New
KBFS
1169
Kohmann Bosshard Financial Services
Ohio
$216K
RFN
1170
RDA Financial Network
Iowa
$215K +$117 +1 +0.1%
SCI
1171
S&CO Inc
Massachusetts
$214K
BPWM
1172
Badgley Phelps Wealth Managers
Washington
$213K -$3.63K -31 -2%
EWA
1173
Exencial Wealth Advisors
Oklahoma
$212K +$702 +6 +0.3%
FLI
1174
Family Legacy Inc
South Carolina
$210K -$29.8K -255 -12%
MFA
1175
Mayflower Financial Advisors
Massachusetts
$210K +$213K +1,818 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.