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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
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$825 +$842 +5 New
JFA
427
JNBA Financial Advisors
Minnesota
$660
SIC
428
SJS Investment Consulting
Ohio
$495 -$168 -1 -25%
BIA
429
Bell Investment Advisors
California
$330 -$7.41K -44 -96%
BWM
430
Baystate Wealth Management
Massachusetts
$330
MCM
431
Manchester Capital Management
Vermont
$330
IA
432
IFP Advisors
Florida
$165 -$168 -1 -50%
TWD
433
True Wealth Design
Ohio
$165
ESCM
434
Echo Street Capital Management
New York
-$197M -1,081,462 Closed
Citadel Advisors
435
Citadel Advisors
Florida
-$93.4M -554,533 Closed
Renaissance Technologies
436
Renaissance Technologies
New York
-$34.5M -190,098 Closed
DCP
437
Durable Capital Partners
Maryland
-$27.7M -152,342 Closed
Loomis, Sayles & Company
438
Loomis, Sayles & Company
Massachusetts
-$22.1M -121,823 Closed
Millennium Management
439
Millennium Management
New York
-$17.9M -98,296 Closed
Adage Capital Partners
440
Adage Capital Partners
Massachusetts
-$17.3M -95,000 Closed
NIG
441
NFJ Investment Group
Texas
-$9.73M -53,542 Closed
QC
442
Quadrature Capital
United Kingdom
-$7.2M -39,623 Closed
WorldQuant Millennium Advisors
443
WorldQuant Millennium Advisors
New York
-$4.83M -26,583 Closed
TC
444
TwinBeech Capital
New York
-$4.48M -24,663 Closed
DCM
445
Driehaus Capital Management
Illinois
-$4.4M -24,199 Closed
ECM
446
ExodusPoint Capital Management
New York
-$3.34M -18,391 Closed
Acadian Asset Management
447
Acadian Asset Management
Massachusetts
-$2.78M -15,345 Closed
Natixis Advisors
448
Natixis Advisors
Massachusetts
-$2.25M -12,361 Closed
HRCM
449
Hood River Capital Management
Florida
-$2.16M -11,868 Closed
II
450
IFM Investors
Australia
-$1.72M -9,449 Closed

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.