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Paylocity

435 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $113M | Put options by funds: $53.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.76% more ownership

Funds ownership: 75.65%78.42% (+2.8%)

4% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 160

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 445435 (-10)

6% less capital invested

Capital invested by funds: $7.71B → $7.26B (-$445M)

Holders
435
Holders Change
-10
Holders Change %
-2.25%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
154
Reduced
160
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$4.76K +$2.52K +15 +94%
CTWM
402
Cherry Tree Wealth Management
Minnesota
$4.45K
WTG
403
West Tower Group
Virginia
$4.29K +$2.52K +15 +136%
CP
404
Castleview Partners
Texas
$4.12K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$3.63K -$6.06K -36 -62%
BWL
406
Bogart Wealth LLC
Virginia
$3.3K
GI
407
Gradient Investments
Minnesota
$3.3K
WTA
408
Washington Trust Advisors
Massachusetts
$3K +$3.03K +18 New
VF
409
VitalStone Financial
Texas
$3K +$505 +3 +21%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$2.97K
JWA
411
JFS Wealth Advisors
Pennsylvania
$2.8K -$505 -3 -15%
FFA
412
Farther Finance Advisors
California
$2.8K +$2.86K +17 New
QC
413
Quent Capital
New York
$2.31K
TCWA
414
Turtle Creek Wealth Advisors
Texas
$2.14K +$2.19K +13 New
EWA
415
EverSource Wealth Advisors
Alabama
$1.98K -$337 -2 -14%
LSA
416
Leonteq Securities AG
Switzerland
$1.98K +$505 +3 +33%
GWS
417
Glassman Wealth Services
Virginia
$1.81K -$1.01K -6 -35%
TPCW
418
TD Private Client Wealth
New York
$1.81K
AT
419
Arlington Trust
Alabama
$1.81K +$1.85K +11 New
SOW
420
State of Wyoming
Wyoming
$1.81K +$1.85K +11 New
PWA
421
Provenance Wealth Advisors
Florida
$1.15K -$168 -1 -13%
NMM
422
Naples Money Management
Florida
$1.15K +$1.18K +7 New
RFG
423
REAP Financial Group
Texas
$1.15K +$1.18K +7 New
WIA
424
Wetzel Investment Advisors
Indiana
$1K +$1.18K +7 New
CCM
425
Chilton Capital Management
Texas
$825 +$842 +5 New

PCTY Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q4 2023, worth a combined $7.26B — down 5.8% from $7.71B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of PCTY and 67 opened new positions — a net loss of 6 holders — while 160 trimmed existing stakes and 154 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $169M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $197M sold.

  • 435 institutional investors held Paylocity (PCTY) as of Q4 2023, down from 445 in Q3 2023.
  • Funds reported $7.26B of Paylocity stock for Q4 2023, down 5.8% quarter-over-quarter.
  • 67 funds opened new Paylocity positions in Q4 2023 and 73 closed out, a net change of -6 holders.
  • The largest Paylocity buyer in Q4 2023 was T. Rowe Price Associates, an estimated $169M added.
  • The largest Paylocity seller in Q4 2023 was Echo Street Capital Management, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2023.