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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
WA
301
Wealth Alliance
New York
$242K +$223K +1,466 New
SOW
302
State of Wyoming
Wyoming
$241K +$59.9K +394 +37%
CCM
303
Coldstream Capital Management
Washington
$239K +$219K +1,443 New
M&T Bank
304
M&T Bank
New York
$237K -$16K -105 -7%
CWM
305
Congress Wealth Management
Massachusetts
$237K +$219K +1,437 New
DF
306
Donoghue Forlines
Massachusetts
$237K +$218K +1,434 New
AC
307
Armistice Capital
New York
$235K +$217K +1,424 New
CAM
308
Claret Asset Management
Quebec, Canada
$234K +$216K +1,419 New
CL
309
Choreo LLC
Illinois
$231K +$216K +1,419 New
FTWA
310
Fifth Third Wealth Advisors
Ohio
$231K -$1.22K -8 -0.6%
JSL
311
JT Stratford LLC
Georgia
$227K +$210K +1,378 New
C
312
Covestor
United Kingdom
$227K +$12.6K +83 +6%
AFCM
313
Applied Finance Capital Management
Puerto Rico
$223K +$205K +1,349 New
P
314
&Partners
Tennessee
$220K +$202K +1,331 New
ABC
315
Associated Banc-Corp
Wisconsin
$216K +$200K +1,312 New
Jones Financial Companies
316
Jones Financial Companies
Missouri
$216K +$79.4K +522 +64%
OIA
317
OneDigital Investment Advisors
Kansas
$213K +$196K +1,289 New
VFA
318
Voya Financial Advisors
Connecticut
$211K +$199K +1,306 New
Rafferty Asset Management
319
Rafferty Asset Management
New York
$211K +$194K +1,277 New
IFG
320
Independent Financial Group
California
$210K +$193K +1,271 New
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$206K +$186K +1,225 New
SLAM
322
Swiss Life Asset Management
$206K -$2.17M -14,259 -92%
PA
323
Profund Advisors
Maryland
$206K +$190K +1,248 New
ET
324
Entropy Technologies
New York
$203K -$548K -3,600 -75%
IF
325
Insight Folios
North Carolina
$203K +$187K +1,229 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.