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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
ECM
376
Estabrook Capital Management
New York
$11.5K
LC
377
Lindbrook Capital
California
$10.4K +$2.59K +17 +37%
PA
378
Parallel Advisors
California
$9.24K +$4.11K +27 +93%
PTC
379
Private Trust Company
Ohio
$8.08K
CFB
380
Cullen/Frost Bankers
Texas
$8.08K +$7K +46 +1,533%
IA
381
IFP Advisors
Florida
$7.92K +$4.87K +32 +200%
EWA
382
EverSource Wealth Advisors
Alabama
$7.59K +$5.02K +33 +254%
CT
383
Colonial Trust
South Carolina
$7.58K
CA
384
CoreCap Advisors
Michigan
$7.09K -$608 -4 -9%
LI
385
LRI Investments
Florida
$6.37K
CA
386
Clearstead Advisors
Ohio
$5.61K -$50.6K -333 -91%
TC
387
Truvestments Capital
Florida
$5.61K +$5.17K +34 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$5.44K +$2.89K +19 +136%
Credit Agricole
389
Credit Agricole
France
$5.11K -$928K -6,100 -99%
CTWM
390
Cherry Tree Wealth Management
Minnesota
$4.46K
LIS
391
Legacy Investment Solutions
Idaho
$3.81K +$2.74K +18 New
LWMI
392
Legacy Wealth Management (Idaho)
Idaho
$3.81K +$2.74K +18 New
WWM
393
Wolff Wiese Magana
California
$3.79K +$3.5K +23 New
WSFS
394
Wilmington Savings Fund Society
Delaware
$3.79K +$3.5K +23 New
CA
395
Continuum Advisory
Idaho
$3.49K -$4.71K -31 -65%
ATS
396
Ashton Thomas Securities
New York
$3.46K +$3.19K +21 New
BWL
397
Bogart Wealth LLC
Virginia
$3.3K
MG
398
Mather Group
Illinois
$3.3K
WTA
399
Washington Trust Advisors
Massachusetts
$3.18K +$2.89K +19 New
CPG
400
Cornerstone Planning Group
New Jersey
$3.17K

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.