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Paylocity

456 hedge funds and large institutions have $8.51B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $6.14M

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

22% more capital invested

Capital invested by funds: $6.94B → $8.51B (+$1.56B)

10% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 149

6% more funds holding

Funds holding: 432456 (+24)

0.42% more ownership

Funds ownership: 76.07%76.49% (+0.42%)

Holders
456
Holders Change
+24
Holders Change %
+5.56%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
164
Reduced
149
Closed
44
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$649K -$19.1K -100 -3%
SMTF
252
Sphera Management Technology Funds
Israel
$644K +$618K +3,230 New
PAM
253
Panagora Asset Management
Massachusetts
$638K -$766 -4 -0.1%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$630K +$14.7K +77 +3%
Vontobel Holding
255
Vontobel Holding
Switzerland
$625K -$158K -827 -21%
TRCT
256
Tower Research Capital (TRC)
New York
$581K +$328K +1,716 +143%
A
257
AlphaQuest
New York
$569K -$415K -2,168 -43%
LSPW
258
Lake Street Private Wealth
Illinois
$569K -$202K -1,054 -27%
UWS
259
Unique Wealth Strategies
Illinois
$568K +$545K +2,847 New
CGH
260
Crossmark Global Holdings
Texas
$564K -$102K -535 -16%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$559K -$630K -3,293 -54%
CIP
262
Convergence Investment Partners
Florida
$553K +$531K +2,773 New
PTC
263
Petrus Trust Company
Texas
$541K +$11.1K +58 +2%
SDIC
264
South Dakota Investment Council
South Dakota
$541K -$632K -3,300 -55%
CAM
265
Cresset Asset Management
Illinois
$509K -$1.32M -6,905 -73%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$499K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$496K -$44.4K -232 -8%
BJL
268
Brighton Jones LLC
Washington
$491K -$58.4K -305 -11%
OFG
269
Oxford Financial Group
Indiana
$461K -$2.68K -14 -0.6%
GC
270
Gilbert & Cook
Iowa
$460K -$2.68K -14 -0.6%
AA
271
ALPS Advisors
Colorado
$453K
KIA
272
Knollwood Investment Advisory
Maryland
$439K
ProShare Advisors
273
ProShare Advisors
Maryland
$433K +$24.5K +128 +6%
GCP
274
GSA Capital Partners
United Kingdom
$427K -$59.7K -312 -13%
CPIG
275
Chicago Partners Investment Group
Illinois
$426K -$17.2K -90 -4%

PCTY Hedge Fund Activity: Q4 2024 in Review

456 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q4 2024, worth a combined $8.51B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 44 closed out — a net gain of 32 holders — while 164 added to existing stakes and 149 trimmed.

The largest buyer was Macquarie Group, adding an estimated $92.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $115M.

  • 456 institutional investors held Paylocity (PCTY) as of Q4 2024, up from 432 in Q3 2024.
  • Funds reported $8.51B of Paylocity stock for Q4 2024, up 22% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q4 2024 and 44 closed out, a net change of +32 holders.
  • The largest Paylocity buyer in Q4 2024 was Macquarie Group, an estimated $92.9M added.
  • The largest Paylocity seller in Q4 2024 was T. Rowe Price Associates, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2024.