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Paylocity

307 hedge funds and large institutions have $6.77B invested in Paylocity in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

1.3% more ownership

Funds ownership: 68.05%69.35% (+1.3%)

3% less funds holding

Funds holding: 318307 (-11)

11% less capital invested

Capital invested by funds: $7.59B → $6.77B (-$816M)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less call options, than puts

Call options by funds: $7.57M | Put options by funds: $16.4M

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
129
Reduced
105
Closed
43
Calls
$7.57M
Puts
$16.4M
Net Calls
-$8.79M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$59.2M +$52.9M +277,372 +533%
ZCI
27
Zevenbergen Capital Investments
Washington
$55.6M -$1.8M -9,440 -3%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$50.2M -$2.84M -14,906 -5%
Charles Schwab
29
Charles Schwab
California
$48.9M +$1.16M +6,095 +2%
Ameriprise
30
Ameriprise
Minnesota
$47.1M +$20.9M +109,396 +72%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$44.5M +$33.7K +177 +0.1%
Norges Bank
32
Norges Bank
Norway
$42.4M -$15.9M -83,374 -26%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$40.4M +$375K +1,965 +0.9%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$39.7M -$37.5M -196,818 -47%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$39.5M +$19.1K +100 +0%
Bank of America
36
Bank of America
North Carolina
$35.5M +$5.35M +28,085 +17%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$33.4M +$44.4K +233 +0.1%
Capital Research Global Investors
38
Capital Research Global Investors
California
$31.8M +$1.18M +6,203 +4%
William Blair & Company
39
William Blair & Company
Illinois
$30.2M -$2.22M -11,655 -6%
Capital World Investors
40
Capital World Investors
California
$27M
Swedbank
41
Swedbank
Sweden
$27M +$28.6M +150,000 New
Federated Hermes
42
Federated Hermes
Pennsylvania
$25.6M +$1.55M +8,144 +6%
Morgan Stanley
43
Morgan Stanley
New York
$25.6M +$9.74M +51,089 +56%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$25.4M -$2.19M -11,485 -8%
Marshall Wace
45
Marshall Wace
United Kingdom
$25.3M -$12.9M -67,616 -32%
Principal Financial Group
46
Principal Financial Group
Iowa
$23.5M +$3.33M +17,451 +15%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$21.6M +$15.1M +79,322 +195%
Fisher Asset Management
48
Fisher Asset Management
Washington
$20.8M -$824K -4,322 -4%
MFAM
49
Motley Fool Asset Management
Virginia
$19M +$1.65M +8,670 +9%
NC
50
Nicholas Company
Wisconsin
$18.3M -$75.3K -395 -0.4%

PCTY Hedge Fund Activity: Q1 2021 in Review

307 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2021, worth a combined $6.77B — down 11% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PCTY and 36 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 129 added.

The largest buyer was TimesSquare Capital Management, adding an estimated $68M. The largest seller was Wasatch Advisors, cutting an estimated $117M.

  • 307 institutional investors held Paylocity (PCTY) as of Q1 2021, down from 318 in Q4 2020.
  • Funds reported $6.77B of Paylocity stock for Q1 2021, down 11% quarter-over-quarter.
  • 36 funds opened new Paylocity positions in Q1 2021 and 43 closed out, a net change of -7 holders.
  • The largest Paylocity buyer in Q1 2021 was TimesSquare Capital Management, an estimated $68M added.
  • The largest Paylocity seller in Q1 2021 was Wasatch Advisors, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2021.