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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
CHA
1326
Carmichael Hill & Associates
Maryland
$23K
HCM
1327
Highlander Capital Management
New Jersey
$23K
PGAM
1328
Princeton Global Asset Management
New Jersey
$23K
CWM
1329
Curi Wealth Management
North Carolina
$23K +$9.29K +74 +59%
SIS
1330
Sound Income Strategies
Florida
$22K -$3.89K -31 -14%
CIR
1331
Clear Investment Research
Georgia
$22K
WWP
1332
WR Wealth Planners
Missouri
$21.3K
Loomis, Sayles & Company
1333
Loomis, Sayles & Company
Massachusetts
$20K +$1.76K +14 +9%
CWM
1334
Cedar Wealth Management
California
$19K
EARNEST Partners
1335
EARNEST Partners
Georgia
$19K
MCM
1336
MV Capital Management
Maryland
$19K +$1.63K +13 +8%
IRC
1337
Investors Research Corp
Georgia
$19K +$3.52K +28 +20%
BIA
1338
Bell Investment Advisors
California
$19K +$20.5K +163 New
TSWM
1339
Tyler-Stone Wealth Management
Ohio
$18K
WOC
1340
West Oak Capital
California
$18K
FCMT
1341
Founders Capital Management (Texas)
Texas
$18K +$19.7K +157 New
BA
1342
Bivin & Associates
Oklahoma
$17K
BAM
1343
Byrne Asset Management
New Jersey
$17K
LFG
1344
Larson Financial Group
Missouri
$16K +$2.64K +21 +18%
MW
1345
Milestone Wealth
New York
$15K
LSA
1346
Leonteq Securities AG
Switzerland
$14K +$15.1K +120 +4,000%
CWC
1347
Carolinas Wealth Consulting
North Carolina
$14K
Baillie Gifford & Co
1348
Baillie Gifford & Co
United Kingdom
$13K
PSB
1349
Piscataqua Savings Bank
New Hampshire
$13K
CA
1350
Crewe Advisors
Utah
$13K +$14.6K +116 New

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.