Paycom
PAYC
641 hedge funds and large institutions have $6.68B invested in Paycom in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 223 reducing their positions, and 120 closing their positions.
31% more capital inflows, than outflows
Capital inflows: $1.39B | Capital outflows: $1.07B
2.81% more ownership
Funds ownership: 77.29% → 80.1% (+2.8%)
8% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 223
3% less funds holding
Funds holding: 662 → 641 (-21)
10% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 120
48% less call options, than puts
Call options by funds: $127M | Put options by funds: $243M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$123M |
| 2 |
Sylebra Capital
Palo Alto,
California
|
+$117M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$117M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$109M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$90.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$114M |
| 2 |
Congress Asset Management
Boston,
Massachusetts
|
-$86.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$72.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$48M |
| 5 |
Eagle Asset Management
St Petersburg,
Florida
|
-$44.9M |
PAYC Hedge Fund Activity: Q2 2024 in Review
641 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Paycom (PAYC) for Q2 2024, worth a combined $6.68B — down 25% from $8.85B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of PAYC and 108 opened new positions — a net loss of 12 holders — while 223 trimmed existing stakes and 241 added.
The largest buyer was Polen Capital Management, adding an estimated $123M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $114M sold.
- 641 institutional investors held Paycom (PAYC) as of Q2 2024, down from 662 in Q1 2024.
- Funds reported $6.68B of Paycom stock for Q2 2024, down 25% quarter-over-quarter.
- 108 funds opened new Paycom positions in Q2 2024 and 120 closed out, a net change of -12 holders.
- The largest Paycom buyer in Q2 2024 was Polen Capital Management, an estimated $123M added.
- The largest Paycom seller in Q2 2024 was Alyeska Investment Group, an estimated $114M sold.
Based on aggregated 13F filings for Q2 2024.