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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
SFI
276
Siemens Fonds Invest
Germany
$326K -$26.8K -176 -8%
IFU
277
iSAM Funds (UK)
United Kingdom
$321K +$296K +1,943 New
GCM
278
Gallacher Capital Management
Colorado
$314K +$289K +1,901 New
IWA
279
Icon Wealth Advisors
Texas
$308K -$115K -755 -29%
AAS
280
Avantax Advisory Services
Texas
$304K +$8.67K +57 +3%
RGC
281
Roberts, Glore & Co
Illinois
$303K
SW
282
SkyOak Wealth
Michigan
$292K -$10.5K -69 -4%
NS
283
NBC Securities
Alabama
$290K +$268K +1,762 New
APG Asset Management
284
APG Asset Management
Netherlands
$286K -$6.31M -41,506 -96%
HAG
285
HighPoint Advisor Group
Illinois
$285K +$6.08K +40 +3%
SCM
286
Shelton Capital Management
Colorado
$281K -$9.43K -62 -4%
QI
287
Qtron Investments
Massachusetts
$280K
AWA
288
Aaron Wealth Advisors
Illinois
$278K +$256K +1,686 New
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$277K -$8.52K -56 -3%
CC
290
Corton Capital
Ontario, Canada
$277K +$23.6K +155 +10%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$273K +$8.82K +58 +4%
RFC
292
Regions Financial Corp
Alabama
$271K -$3.95K -26 -2%
SA
293
Sanctuary Advisors
Indiana
$271K -$22.8K -150 -10%
CM
294
Castleark Management
Illinois
$269K +$248K +1,630 New
Creative Planning
295
Creative Planning
Kansas
$267K +$246K +1,619 New
PFBT
296
Parkside Financial Bank & Trust
Missouri
$263K +$9.73K +64 +4%
DWT
297
Dorsey & Whitney Trust
South Dakota
$260K -$16.1K -106 -6%
Franklin Resources
298
Franklin Resources
California
$258K -$28.6K -188 -11%
OAC
299
OMERS Administration Corp
Ontario, Canada
$258K -$1.84M -12,100 -89%
MTWM
300
Masso Torrence Wealth Management
New Jersey
$251K +$232K +1,524 New

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.