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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
OIA
326
OneDigital Investment Advisors
Kansas
$257K -$383 -2 -0.2%
VA
327
Vident Advisory
Georgia
$254K -$1.62M -8,448 -87%
IFG
328
Independent Financial Group
California
$254K
ECM
329
Evergreen Capital Management
Washington
$253K +$243K +1,269 New
PAG
330
Private Advisor Group
New Jersey
$246K +$236K +1,235 New
VFA
331
Voya Financial Advisors
Connecticut
$244K -$16.3K -85 -7%
Osaic Holdings
332
Osaic Holdings
Arizona
$241K +$56.8K +297 +32%
PHK
333
Point72 Hong Kong
Hong Kong
$241K -$668K -3,490 -74%
HR
334
Hardy Reed
Mississippi
$236K +$226K +1,181 New
CCM
335
Coldstream Capital Management
Washington
$234K -$51.9K -271 -19%
C
336
Certuity
Florida
$232K +$223K +1,164 New
C
337
Covestor
United Kingdom
$231K -$41.1K -215 -16%
ECM
338
Everence Capital Management
Indiana
$231K +$222K +1,160 New
ABC
339
Associated Banc-Corp
Wisconsin
$230K -$30K -157 -12%
KCP
340
Kera Capital Partners
California
$226K +$217K +1,134 New
TSS
341
Two Sigma Securities
New York
$226K -$624K -3,263 -74%
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
$219K +$210K +1,096 New
PA
343
Profund Advisors
Maryland
$215K -$32.7K -171 -14%
MYAM
344
Meiji Yasuda Asset Management
Japan
$213K +$204K +1,066 New
VFA
345
Values First Advisors
Tennessee
$203K +$195K +1,019 New
DWM
346
Dakota Wealth Management
Florida
$203K +$195K +1,017 New
BEI
347
Benjamin Edwards Inc
Missouri
$201K +$193K +1,007 New
SAM
348
Smartleaf Asset Management
Massachusetts
$196K +$135K +703 +254%
SCM
349
Sterling Capital Management
North Carolina
$141K -$16.8K -88 -11%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$123K +$8.42K +44 +8%

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.