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Paychex

1,409 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 492 increasing their positions, 560 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $277M | Put options by funds: $223M

0.78% more ownership

Funds ownership: 70.79%71.57% (+0.78%)

2% less funds holding

Funds holding: 1,4401,409 (-31)

10% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 110

12% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 560

14% less funds holding in top 10

Funds holding in top 10: 3530 (-5)

15% less capital invested

Capital invested by funds: $34.7B → $29.3B (-$5.37B)

Holders
1,409
Holders Change
-31
Holders Change %
-2.15%
% of All Funds
23.73%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
492
Reduced
560
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1226
Field & Main Bank
Kentucky
$105K
RIM
1227
Rockbridge Investment Management
New York
$103K -$130K -1,035 -53%
SAM
1228
Shell Asset Management
Netherlands
$102K -$104K -827 -48%
HWA
1229
Heritage Wealth Advisors
Virginia
$100K
OA
1230
Operose Advisors
Wisconsin
$99K
ME
1231
McIlrath & Eck
Washington
$99K +$17.6K +140 +19%
MMG
1232
Monetary Management Group
Missouri
$97K -$6.28K -50 -6%
SAM
1233
S.A. Mason
Michigan
$97K
SWA
1234
SOA Wealth Advisors
New York
$95K -$65.7K -523 -39%
GLLW
1235
Graves Light Lenhart Wealth
Virginia
$95K
PPWM
1236
PFG Private Wealth Management
Florida
$93K +$502 +4 +0.5%
GWS
1237
Glassman Wealth Services
Virginia
$92K +$6.15K +49 +6%
C
1238
Covestor
United Kingdom
$89K -$136K -1,081 -58%
SWM
1239
Selective Wealth Management
Virginia
$89K +$12.6K +100 +15%
RWML
1240
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$85.6K +$628 +5 +0.7%
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$85K -$277K -2,202 -75%
Jones Financial Companies
1242
Jones Financial Companies
Missouri
$84K -$76.4K -608 -45%
HBW
1243
Hazlett, Burt & Watson
West Virginia
$84K
MWM
1244
Mascoma Wealth Management
New Hampshire
$81K
QC
1245
Quent Capital
New York
$80K -$15.3K -122 -15%
SWM
1246
Sugarloaf Wealth Management
Georgia
$80K
JWM
1247
Janiczek Wealth Management
Colorado
$78K +$46.7K +372 +156%
BWP
1248
Baldwin Wealth Partners
Massachusetts
$77K
Bank of Montreal
1249
Bank of Montreal
Ontario, Canada
$72K +$2.22M +17,683 +3%
GIA
1250
GHP Investment Advisors
Colorado
$71K +$20K +159 +34%

PAYX Hedge Fund Activity: Q2 2022 in Review

1,409 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2022, worth a combined $29.3B — down 15% from $34.7B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of PAYX and 99 opened new positions — a net loss of 11 holders — while 560 trimmed existing stakes and 492 added.

The largest buyer was Morgan Stanley, adding an estimated $202M. The largest seller was Norges Bank, cutting an estimated $186M.

  • 1,409 institutional investors held Paychex (PAYX) as of Q2 2022, down from 1,440 in Q1 2022.
  • Funds reported $29.3B of Paychex stock for Q2 2022, down 15% quarter-over-quarter.
  • 99 funds opened new Paychex positions in Q2 2022 and 110 closed out, a net change of -11 holders.
  • The largest Paychex buyer in Q2 2022 was Morgan Stanley, an estimated $202M added.
  • The largest Paychex seller in Q2 2022 was Norges Bank, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2022.