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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
ZIG
1201
Zullo Investment Group
Pennsylvania
$175K
IUHSA
1202
Itau Unibanco Holding S.A.
Brazil
$175K +$176K +1,503 New
TFM
1203
TFC Financial Management
Massachusetts
$170K +$1.17K +10 +0.7%
LCM
1204
Logan Capital Management
Pennsylvania
$168K -$164K -1,400 -49%
FCA
1205
FinTrust Capital Advisors
South Carolina
$168K +$234 +2 +0.1%
OSNBOA
1206
Old Second National Bank of Aurora
Illinois
$168K
FFC
1207
First Financial Corp
Indiana
$168K
OIA
1208
Optimum Investment Advisors
Illinois
$168K
Dimensional Fund Advisors
1209
Dimensional Fund Advisors
Texas
$166K -$26.7M -228,324 -14%
BCM
1210
Blume Capital Management
California
$165K -$35.1K -300 -17%
BTI
1211
Blue Trust Inc
Georgia
$164K +$69.3K +592 +68%
CG
1212
Cutler Group
California
$163K +$93.9K +802 +132%
BWM
1213
Baystate Wealth Management
Massachusetts
$160K +$585 +5 +0.4%
FMP
1214
Financial Management Professionals
Texas
$159K +$24.8K +212 +18%
AF
1215
Advisornet Financial
Minnesota
$157K -$21.4K -183 -12%
BWA
1216
BDO Wealth Advisors
Florida
$155K
AWM
1217
Accurate Wealth Management
Florida
$155K -$79K -675 -34%
MFT
1218
Moisand Fitzgerald Tamayo
Florida
$150K
GAG
1219
Goodman Advisory Group
Massachusetts
$149K -$5.97K -51 -4%
TH
1220
TCTC Holdings
Texas
$147K
HNWAG
1221
High Net Worth Advisory Group
Florida
$147K +$117 +1 +0.1%
APP
1222
Alpha Paradigm Partners
Illinois
$144K +$146K +1,248 New
CS
1223
Comerica Securities
Michigan
$143K +$145K +1,235 New
MHR
1224
Matthew Hamilton Rosenberg
$143K
HI
1225
Harbour Investments
Wisconsin
$141K +$11.4K +97 +9%

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.