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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
BAM
1326
Bellevue Asset Management
Washington
$34K
OAJ
1327
Ogorek Anthony Joseph
New York
$33K
CCA
1328
Catalyst Capital Advisors
New York
$32.5K -$702 -6 -2%
SIC
1329
SJS Investment Consulting
Ohio
$31.5K -$40.1K -343 -56%
EA
1330
Evolution Advisers
Virginia
$31K
VWM
1331
Valley Wealth Managers
New Jersey
$30.6K -$26.3K -225 -46%
BWM
1332
BerganKDV Wealth Management
Minnesota
$30.6K -$234 -2 -0.7%
BWL
1333
Bogart Wealth LLC
Virginia
$30.3K
JWA
1334
JFS Wealth Advisors
Pennsylvania
$29.8K +$1.4K +12 +5%
IRC
1335
Investors Research Corp
Georgia
$29K +$9.36K +80 +47%
MTIC
1336
Missouri Trust & Investment Company
Missouri
$29K
RTL
1337
Red Tortoise LLC
Georgia
$28.9K +$29.3K +250 New
CWM
1338
CarsonAllaria Wealth Management
Illinois
$28K +$28.6K +244 New
BCMLT
1339
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.9K
HWMA
1340
Heritage Wealth Management (Arizona)
Arizona
$27K +$19.8K +169 +260%
LFA
1341
Legend Financial Advisors
Pennsylvania
$26.6K
MCM
1342
MV Capital Management
Maryland
$26.5K +$1.17K +10 +5%
SCA
1343
Stuart Chaussee & Associates
California
$25.4K
RCM
1344
Raleigh Capital Management
North Carolina
$25.4K +$13.9K +119 +118%
TSW
1345
Thompson Siegel & Walmsley
Virginia
$25K
Jones Financial Companies
1346
Jones Financial Companies
Missouri
$24K -$62.8K -537 -72%
CMANY
1347
Capital Management Associates (New York)
New York
$23.6K +$23.9K +204 New
CHA
1348
Carmichael Hill & Associates
Maryland
$23.1K
CIR
1349
Clear Investment Research
Georgia
$23K
FCB
1350
First Command Bank
Texas
$23K

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.