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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
WWM
1401
Wolff Wiese Magana
California
$1K +$628 +5 New
TFA
1402
Transamerica Financial Advisors
Florida
$1K +$754 +6 New
BIM
1403
Baldwin Investment Management
Pennsylvania
$674 -$89K -709 -11%
BRWM
1404
B. Riley Wealth Management
Tennessee
$446 +$274K +2,181 +125%
FSWA
1405
Financial Synergies Wealth Advisors
Texas
$342 +$377 +3 New
WA
1406
WestEnd Advisors
North Carolina
$341 +$377 +3 New
IAIM
1407
International Assets Investment Management
Florida
$241 +$23K +183 +9%
WIM
1408
Westside Investment Management
California
$24 +$6.53K +52 +32%
FGAM
1409
Financial Gravity Asset Management
Texas
$3 -$11.8K -94 -45%
CIAS
1410
CFS Investment Advisory Services
New Jersey
-$1K -122,687 Closed
AWA
1411
Aaron Wealth Advisors
Illinois
-$821K -112,041 Closed
LP
1412
LMR Partners
United Kingdom
-$10.4M -76,137 Closed
MSL
1413
Mackay Shields LLC
New York
-$6.3M -46,159 Closed
OSIA
1414
O'Shares Investment Advisers
Massachusetts
-$2.25M -16,508 Closed
KWM
1415
Keebeck Wealth Management
Illinois
-$1.94M -14,198 Closed
TI
1416
Trexquant Investment
Connecticut
-$1.65M -12,051 Closed
XT
1417
XTX Topco
Cayman Islands
-$1.41M -10,325 Closed
TCM
1418
Tributary Capital Management
Nebraska
-$1.01M -7,397 Closed
VHAM
1419
Van Hulzen Asset Management
California
-$860K -6,300 Closed
EP
1420
Edgestream Partners
New Jersey
-$829K -6,077 Closed
RVPG
1421
Relative Value Partners Group
-$805K -5,899 Closed
WCA
1422
Waratah Capital Advisors
Ontario, Canada
-$735K -5,384 Closed
IRF
1423
IBM Retirement Fund
New York
-$704K -5,155 Closed
SIC
1424
Sterling Investment Counsel
New York
-$703K -5,152 Closed
MYIA
1425
Mount Yale Investment Advisors
Colorado
-$688K -5,041 Closed

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.