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Paylocity
PCTY

439 hedge funds and large institutions have $7.97B invested in Paylocity in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 52

13% more funds holding

Funds holding: 387 → 439 (+52)

0.98% less ownership

Funds ownership: 75.03% → 74.05% (-0.98%)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

20% less capital invested

Capital invested by funds: $10B → $7.97B (-$2.03B)

53% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $39.7M

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
439
Holders Change
+52
Holders Change %
+13.44%
% of All Funds
7.06%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
109
Increased
137
Reduced
144
Closed
52
Calls
$18.7M
Puts
$39.7M
Net Calls
-$21M
Net Calls Change
-$31.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$119M
2
BlackRock
BlackRock
New York
+$74M
3
Man Group
Man Group
United Kingdom
+$38.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$36.4M
5
State Street
State Street
Massachusetts
+$36M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$423M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$127M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$121M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$39.3M
5
GKIM
GW&K Investment Management
Massachusetts
-$35.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
426
Sutton Wealth Advisors
Florida
$971 – – –
BAAM
427
Baker Avenue Asset Management
California
$971 +$1.07K +5 New
CFO
428
CVA Family Office
Colorado
$971 +$1.07K +5 New
NA
429
NewEdge Advisors
Louisiana
$905 +$5.15K +24 +0.9%
SC
430
Schubert & Co
Texas
$777 -$430 -2 -33%
MSCM
431
McElhenny Sheffield Capital Management
Texas
$777 +$859 +4 New
DI
432
Disciplined Investments
Oklahoma
$583 -$430 -2 -40%
LSA
433
Leonteq Securities AG
Switzerland
$583 – – –
SIC
434
SJS Investment Consulting
Ohio
$583 +$430 +2 +200%
FFA
435
Farther Finance Advisors
California
$194 +$215 +1 New
TWD
436
True Wealth Design
Ohio
$194 +$215 +1 New
Adage Capital Partners
437
Adage Capital Partners
Massachusetts
– -$21.7M -90,000 Closed
PAMP
438
Polar Asset Management Partners
Ontario, Canada
– -$12.9M -53,300 Closed
PI
439
Putnam Investments
Massachusetts
– -$9.43M -39,055 Closed
HF
440
HRT Financial
New York
– -$8.24M -34,123 Closed
IMPI
441
Ilmarinen Mutual Pension Insurance
Finland
– -$4.83M -20,000 Closed
LCG
442
Lisanti Capital Growth
New York
– -$3.91M -16,195 Closed
Wellington Management Group
443
Wellington Management Group
Massachusetts
– -$3.29M -13,638 Closed
LP
444
LMR Partners
United Kingdom
– -$2.55M -10,564 Closed
ACM
445
Alcosta Capital Management
California
– -$2.27M -9,385 Closed
AAM
446
Azzad Asset Management
Virginia
– -$1.28M -8,757 Closed
SI
447
Symmetry Investments
Jersey
– -$1.53M -6,316 Closed
BCM
448
Bayesian Capital Management
New York
– -$1.29M -5,341 Closed
CCIA
449
Campbell & Co Investment Adviser
Maryland
– -$1.24M -5,151 Closed
TI
450
Trexquant Investment
Connecticut
– -$1.15M -4,754 Closed
16 17
18
19 20

PCTY Hedge Fund Activity: Q4 2022 in Review

439 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q4 2022, worth a combined $7.97B — down 20% from $10B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PCTY positions and 52 closed out — a net gain of 57 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $119M. The largest seller was T. Rowe Price Associates, cutting an estimated $423M.

  • 439 institutional investors held Paylocity (PCTY) as of Q4 2022, up from 387 in Q3 2022.
  • Funds reported $7.97B of Paylocity stock for Q4 2022, down 20% quarter-over-quarter.
  • 109 funds opened new Paylocity positions in Q4 2022 and 52 closed out, a net change of +57 holders.
  • The largest Paylocity buyer in Q4 2022 was Citadel Advisors, an estimated $119M added.
  • The largest Paylocity seller in Q4 2022 was T. Rowe Price Associates, an estimated $423M sold.

Based on aggregated 13F filings for Q4 2022.