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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
HI
351
Horizon Investments
North Carolina
$37K +$760 +5 +2%
Mirae Asset Global Investments
352
Mirae Asset Global Investments
South Korea
$35.2K -$166K -1,094 -83%
SPIA
353
Steward Partners Investment Advisory
New York
$34.8K +$31K +204 +2,914%
Asset Management One
354
Asset Management One
Japan
$33K -$2.48M -16,293 -99%
UB
355
UMB Bank
Missouri
$28.9K +$25.1K +165 +1,650%
PS
356
Principal Securities
Iowa
$27.4K -$15.5K -102 -38%
AAP
357
Arax Advisory Partners
Colorado
$26.2K +$24.2K +159 New
BCWM
358
Bartlett & Co Wealth Management
Ohio
$24.7K
AF
359
Allworth Financial
California
$24.4K -$7.61K -50 -25%
WTC
360
WhitTier Trust Company
Nevada
$23.9K -$304 -2 -1%
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$21.4K -$10.1M -66,655 -100%
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$21K +$6.84K +45 +56%
RA
363
Rise Advisors
New York
$21K
AssetMark Inc
364
AssetMark Inc
California
$20.6K
GJWM
365
Gilliland Jeter Wealth Management
Arkansas
$20.6K
FFA
366
Farther Finance Advisors
California
$20.3K +$12.2K +80 +186%
BCV
367
Banque Cantonale Vaudoise
Switzerland
$20K
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$16.5K +$14.1K +93 +1,329%
MA
369
Montag & Associates
Georgia
$16K -$2.13K -14 -13%
Mitsubishi UFJ Asset Management
370
Mitsubishi UFJ Asset Management
Japan
$15.3K -$3.91M -25,723 -100%
RBC
371
Roble Belko & Company
Pennsylvania
$15K
NA
372
NewEdge Advisors
Louisiana
$14.9K -$20.5K -135 -60%
CTC
373
Central Trust Company
Missouri
$13.9K
CAM
374
Creekmur Asset Management
Illinois
$13K
PIM
375
Plato Investment Management
Australia
$12.4K -$554K -3,640 -98%

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.