We are live on ! Find out more
PCTY icon

Paylocity

445 hedge funds and large institutions have $7.71B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

998% more call options, than puts

Call options by funds: $104M | Put options by funds: $9.45M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 440445 (+5)

0.38% more ownership

Funds ownership: 75.27%75.65% (+0.38%)

1% less capital invested

Capital invested by funds: $7.75B → $7.71B (-$43.3M)

18% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 176

Holders
445
Holders Change
+5
Holders Change %
+1.14%
% of All Funds
7.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
145
Reduced
176
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
376
V-Square Quantitative Management
Illinois
$45.8K
CAS
377
Coppell Advisory Solutions
Texas
$44.1K +$45.6K +227 New
AAM
378
Advisors Asset Management
Colorado
$43.1K +$22.5K +112 +90%
RA
379
RiverPark Advisors
New York
$42.7K +$47.2K +235 New
DGAM
380
Desjardins Global Asset Management
Quebec, Canada
$42.3K +$46.8K +233 New
NA
381
NewEdge Advisors
Louisiana
$29.7K -$34.1K -170 -51%
MIFH
382
Migdal Insurance & Financial Holdings
Israel
$29K -$4.62K -23 -12%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$27.3K
BC
384
Bartlett & Co
Ohio
$27K
JSAM
385
J. Safra Asset Management
New York
$24.5K +$27.1K +135 New
HIIFS
386
Harel Insurance Investments & Financial Services
Israel
$21K -$2.41K -12 -9%
MA
387
Montag & Associates
Georgia
$20.2K +$22.3K +111 New
LF
388
Lee Financial
Texas
$18.7K
LS
389
Livforsakringsbolaget Skandia
Sweden
$18.2K
CFB
390
Cullen/Frost Bankers
Texas
$16.9K
AF
391
Allworth Financial
California
$16.4K
RBC
392
Roble Belko & Company
Pennsylvania
$16K
PA
393
Parallel Advisors
California
$15.8K +$4.22K +21 +32%
CTC
394
Central Trust Company
Missouri
$15.3K -$12K -60 -42%
ECM
395
Estabrook Capital Management
New York
$12.7K
VWM
396
Venturi Wealth Management
Texas
$12.4K
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$12K +$1K +5 +8%
MA
398
MCF Advisors
Kentucky
$11.4K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$10.5K
LFA
400
LGT Financial Advisors
Texas
$10.5K +$11.6K +58 New

PCTY Hedge Fund Activity: Q3 2023 in Review

445 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2023, worth a combined $7.71B — down 0.56% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PCTY positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 176 trimmed.

The largest buyer was Liontrust Investment Partners, opening a new position worth an estimated $99.7M. The largest seller was Swedbank, cutting an estimated $86.6M.

  • 445 institutional investors held Paylocity (PCTY) as of Q3 2023, up from 440 in Q2 2023.
  • Funds reported $7.71B of Paylocity stock for Q3 2023, down 0.56% quarter-over-quarter.
  • 55 funds opened new Paylocity positions in Q3 2023 and 47 closed out, a net change of +8 holders.
  • The largest Paylocity buyer in Q3 2023 was Liontrust Investment Partners, an estimated $99.7M added.
  • The largest Paylocity seller in Q3 2023 was Swedbank, an estimated $86.6M sold.

Based on aggregated 13F filings for Q3 2023.