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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
CWP
1251
Concord Wealth Partners
Virginia
$70K +$6.91K +55 +10%
Capstone Investment Advisors
1252
Capstone Investment Advisors
New York
$69K +$76.2K +607 New
WBC
1253
West Branch Capital
Massachusetts
$68K
BC
1254
Bartlett & Co
Ohio
$67K +$6.53K +52 +10%
BCWM
1255
Bartlett & Co Wealth Management
Ohio
$66.5K +$6.53K +52 +10%
FAM
1256
Fred Alger Management
New York
$66K -$6.41K -51 -8%
ST
1257
Sageworth Trust
Pennsylvania
$66K
SSB
1258
Sandy Spring Bank
Maryland
$65K
PFBT
1259
Parkside Financial Bank & Trust
Missouri
$65K +$11.2K +89 +19%
SBL
1260
Sargent Bickham Lagudis
Colorado
$64K +$67.7K +539 +2,567%
NR
1261
Newfound Research
Massachusetts
$63K -$35.9K -286 -34%
GA
1262
GoalVest Advisory
New York
$62K
EW
1263
Evoke Wealth
California
$61K -$754 -6 -1%
LS
1264
Leelyn Smith
Illinois
$61K
MRCM
1265
M&R Capital Management
New Jersey
$59K
CH
1266
Canton Hathaway
Rhode Island
$58K
SSG
1267
Summit Securities Group
New York
$57K -$203K -1,616 -76%
PWMG
1268
Prestige Wealth Management Group
New Jersey
$57K -$251 -2 -0.4%
HI
1269
Hudock Inc
Pennsylvania
$56K
DI
1270
Disciplined Investments
Oklahoma
$56K +$1.13K +9 +2%
VWM
1271
Valley Wealth Managers
New Jersey
$56K +$61.5K +490 New
AIL
1272
AGF Investments LLC
Ontario, Canada
$55K -$1.13M -9,012 -95%
Credit Agricole
1273
Credit Agricole
France
$52K
DFCM
1274
Dark Forest Capital Management
Puerto Rico
$52K +$41.8K +333 +275%
TCM
1275
Tradewinds Capital Management
Washington
$51K

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.