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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
ZB
1351
Zions Bancorporation
Utah
$12K -$2.39K -19 -16%
FEG
1352
Financial Enhancement Group
Indiana
$12K
KA
1353
Kozak & Associates
Colorado
$12K
AWM
1354
AllSquare Wealth Management
New York
$11K
BBPWM
1355
Blue Bell Private Wealth Management
Pennsylvania
$11K
CT
1356
Cambridge Trust
Massachusetts
$11K
EIP
1357
Ellis Investment Partners
Pennsylvania
$11K
NF
1358
Norwood Financial
Pennsylvania
$11K
TWM
1359
Tradition Wealth Management
Minnesota
$11K
TFGT
1360
TS Financial Group (TSFG)
Illinois
$11K
CCA
1361
Column Capital Advisors
Indiana
$10K
DWP
1362
Destiny Wealth Partners
Florida
$10K
SC
1363
Solstein Capital
California
$10K
EWM
1364
Evermay Wealth Management
Virginia
$9K
LWA
1365
Lowe Wealth Advisors
Maryland
$9K
SC
1366
Seldon Capital
California
$9K
VCM
1367
Versant Capital Management
Arizona
$9K
HF
1368
Halpern Financial
Virginia
$8.09K +$8.92K +71 New
HCP
1369
Hexagon Capital Partners
Arkansas
$8K
WAS
1370
Winch Advisory Services
Wisconsin
$8K
HWMA
1371
Heritage Wealth Management (Arizona)
Arizona
$7.4K
Fuller & Thaler Asset Management
1372
Fuller & Thaler Asset Management
California
$7K
JAM
1373
JCIC Asset Management
Ontario, Canada
$7K
LFA
1374
Level Financial Advisors
New York
$7K
SC
1375
Schubert & Co
Texas
$7K +$3.52K +28 +76%

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.