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Paylocity

432 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $5.72B → $6.94B (+$1.22B)

0.83% less ownership

Funds ownership: 76.9%76.07% (-0.83%)

6% less funds holding

Funds holding: 458432 (-26)

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

23% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 95

32% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 181

Holders
432
Holders Change
-26
Holders Change %
-5.68%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
123
Reduced
181
Closed
95
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.31M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$744K +$408K +2,681 +147%
Aberdeen Group
227
Aberdeen Group
United Kingdom
$733K -$124K -818 -16%
TSS
228
Two Sigma Securities
New York
$725K -$1.27M -8,369 -66%
PP
229
Paloma Partners
Connecticut
$705K +$650K +4,272 New
YMRC
230
Yorktown Management & Research Company
Virginia
$701K +$144K +950 +29%
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$696K -$113K -746 -15%
Vontobel Holding
232
Vontobel Holding
Switzerland
$653K -$581K -3,822 -49%
AI
233
Atria Investments
North Carolina
$645K -$304 -2 -0.1%
LSPW
234
Lake Street Private Wealth
Illinois
$644K
FHB
235
First Hawaiian Bank
Hawaii
$634K +$216K +1,420 +59%
VI
236
Versor Investments
New York
$609K -$1.6M -10,527 -74%
BF
237
BOK Financial
Oklahoma
$592K -$51.9K -341 -9%
LAM
238
LECAP Asset Management
United Kingdom
$578K +$532K +3,501 New
BAM
239
Bullseye Asset Management
Colorado
$570K
PAS
240
Park Avenue Securities
New York
$565K -$196K -1,289 -27%
Two Sigma Advisers
241
Two Sigma Advisers
New York
$561K +$517K +3,400 New
CGH
242
Crossmark Global Holdings
Texas
$556K +$65.1K +428 +15%
Prudential Financial
243
Prudential Financial
New Jersey
$556K -$40.8K -268 -7%
MML Investors Services
244
MML Investors Services
Massachusetts
$555K -$173K -1,139 -25%
SAM
245
Securian Asset Management
Minnesota
$553K -$15.2K -100 -3%
CCIA
246
Campbell & Co Investment Adviser
Maryland
$546K +$503K +3,308 New
IIM
247
INTECH Investment Management
Florida
$533K -$942K -6,191 -66%
PAM
248
Panagora Asset Management
Massachusetts
$529K -$545K -3,581 -53%
VPIM
249
Vanguard Personalized Indexing Management
California
$521K +$103K +680 +27%
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$517K +$115K +754 +32%

PCTY Hedge Fund Activity: Q3 2024 in Review

432 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2024, worth a combined $6.94B — up 21% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PCTY and 73 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 123 added.

The largest buyer was Capital International Investors, adding an estimated $108M. The largest seller was T. Rowe Price Associates, cutting an estimated $173M.

  • 432 institutional investors held Paylocity (PCTY) as of Q3 2024, down from 458 in Q2 2024.
  • Funds reported $6.94B of Paylocity stock for Q3 2024, up 21% quarter-over-quarter.
  • 73 funds opened new Paylocity positions in Q3 2024 and 95 closed out, a net change of -22 holders.
  • The largest Paylocity buyer in Q3 2024 was Capital International Investors, an estimated $108M added.
  • The largest Paylocity seller in Q3 2024 was T. Rowe Price Associates, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2024.