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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
VF
401
VitalStone Financial
Texas
$3.13K -$304 -2 -10%
MIFH
402
Migdal Insurance & Financial Holdings
Israel
$3K -$17.3K -114 -87%
GRP
403
Global Retirement Partners
California
$2.97K -$2.13K -14 -44%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$2.97K
LFA
405
LGT Financial Advisors
Texas
$2.97K +$2.74K +18 New
SWM
406
Spire Wealth Management
Virginia
$1.98K -$3.19K -21 -64%
JWA
407
JFS Wealth Advisors
Pennsylvania
$1.98K -$152 -1 -8%
S
408
Sachetta
Massachusetts
$1.98K
PWMG
409
Private Wealth Management Group
New Jersey
$1.32K
PWA
410
Provenance Wealth Advisors
Florida
$1.16K
FFO
411
Fortitude Family Office
Arizona
$1.16K +$1.06K +7 New
Lazard Asset Management
412
Lazard Asset Management
New York
$1K -$68.3K -449 -98%
HWM
413
Hemington Wealth Management
Virginia
$1K +$1.52K +10 New
CCM
414
Chilton Capital Management
Texas
$825
NMM
415
Naples Money Management
Florida
$825
BIA
416
Bell Investment Advisors
California
$825 +$456 +3 +150%
DPW
417
DiNuzzo Private Wealth
Pennsylvania
$660 -$304 -2 -33%
JFA
418
JNBA Financial Advisors
Minnesota
$660
QC
419
Quent Capital
New York
$660
SIC
420
SJS Investment Consulting
Ohio
$330 -$304 -2 -50%
MCM
421
Manchester Capital Management
Vermont
$330
LSA
422
Leonteq Securities AG
Switzerland
$165 -$1.67K -11 -92%
TWD
423
True Wealth Design
Ohio
$165 -$152 -1 -50%
MCM
424
MV Capital Management
Maryland
$165
BIG
425
Brooklyn Investment Group
New York
$165 +$152 +1 New

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.