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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
WTC
376
WhitTier Trust Company
Nevada
$30.5K +$1.53K +8 +6%
BCWM
377
Bartlett & Co Wealth Management
Ohio
$29.9K
SS
378
SBI Securities
Japan
$28.9K +$27.8K +145 New
AAP
379
Arax Advisory Partners
Colorado
$28.5K -$3.06K -16 -10%
AF
380
Allworth Financial
California
$28.5K -$766 -4 -3%
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$27.4K -$15.5K -81 -37%
RA
382
Rise Advisors
New York
$25.3K
AssetMark Inc
383
AssetMark Inc
California
$25.1K +$191 +1 +0.8%
CAS
384
Coppell Advisory Solutions
Texas
$23.8K +$22.6K +118 +11,800%
FFA
385
Farther Finance Advisors
California
$23.5K -$957 -5 -4%
LC
386
Lindbrook Capital
California
$21.7K +$8.8K +46 +73%
GM
387
GeoWealth Management
Illinois
$20.7K +$19.9K +104 New
MA
388
Montag & Associates
Georgia
$19.3K
CA
389
CoreCap Advisors
Michigan
$19.1K +$10.1K +53 +123%
Mitsubishi UFJ Asset Management
390
Mitsubishi UFJ Asset Management
Japan
$18.5K
NA
391
NewEdge Advisors
Louisiana
$18K
RBC
392
Roble Belko & Company
Pennsylvania
$18K
CTC
393
Central Trust Company
Missouri
$17.6K +$766 +4 +5%
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$16K -$8.99K -47 -38%
CAM
395
Creekmur Asset Management
Illinois
$15.8K
ECM
396
Estabrook Capital Management
New York
$14K
TH
397
TCTC Holdings
Texas
$13.8K +$13.2K +69 New
PIM
398
Plato Investment Management
Australia
$13.2K -$1.72K -9 -12%
PA
399
Parallel Advisors
California
$12.6K +$1.34K +7 +13%
IA
400
IFP Advisors
Florida
$11K +$957 +5 +10%

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.