We are live on ! Find out more
PCTY icon

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
CA
401
Clearstead Advisors
Ohio
$10.6K +$3.64K +19 +56%
MG
402
Mather Group
Illinois
$10.2K +$5.93K +31 +155%
PTC
403
Private Trust Company
Ohio
$9.77K
Group One Trading
404
Group One Trading
Illinois
$9.77K +$9.38K +49 New
CT
405
Colonial Trust
South Carolina
$9.38K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$8.78K +$2.1K +11 +33%
CFB
407
Cullen/Frost Bankers
Texas
$8.18K -$1.53K -8 -16%
MMCM
408
Murphy & Mullick Capital Management
New York
$6.98K +$6.7K +35 New
TC
409
Truvestments Capital
Florida
$6.78K
LI
410
LRI Investments
Florida
$6.18K
MA
411
MCF Advisors
Kentucky
$6.18K +$5.93K +31 New
KIM
412
Kestra Investment Management
Texas
$5.98K +$5.74K +30 New
CA
413
Continuum Advisory
Idaho
$5.58K +$2.1K +11 +65%
CTWM
414
Cherry Tree Wealth Management
Minnesota
$5.39K
LIS
415
Legacy Investment Solutions
Idaho
$4.74K +$957 +5 +28%
LWMI
416
Legacy Wealth Management (Idaho)
Idaho
$4.74K +$957 +5 +28%
WSFS
417
Wilmington Savings Fund Society
Delaware
$4.59K
HNW
418
High Note Wealth
Minnesota
$4.59K +$4.4K +23 New
AT
419
Avalon Trust
New Mexico
$3.99K +$3.83K +20 New
BWL
420
Bogart Wealth LLC
Virginia
$3.99K
JWA
421
JFS Wealth Advisors
Pennsylvania
$3.79K +$1.34K +7 +58%
GWM
422
Geneos Wealth Management
Colorado
$3.79K +$3.64K +19 New
CPG
423
Cornerstone Planning Group
New Jersey
$3.69K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$3.59K
GRP
425
Global Retirement Partners
California
$3.59K

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.