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Paylocity
PCTY

338 hedge funds and large institutions have $10.8B invested in Paylocity in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 103 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

49% more capital invested

Capital invested by funds: $7.25B → $10.8B (+$3.55B)

45% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $29.4M

20% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 103

12% more funds holding

Funds holding: 301 → 338 (+37)

0.71% more ownership

Funds ownership: 69.84% → 70.55% (+0.71%)

Holders
338
Holders Change
+37
Holders Change %
+12.29%
% of All Funds
5.92%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
59
Increased
124
Reduced
103
Closed
19
Calls
$42.7M
Puts
$29.4M
Net Calls
+$13.4M
Net Calls Change
-$6.89M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$134M
2
Invesco
Invesco
Georgia
+$94.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.6M
4
FAM
Fred Alger Management
New York
+$31.2M
5
Millennium Management
Millennium Management
New York
+$24.9M

Top Sellers

1
ASP
Adams Street Partners
Illinois
-$64.9M
2
Franklin Resources
Franklin Resources
California
-$61.7M
3
TCM
TimesSquare Capital Management
New York
-$57.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48M
5
ESCM
Echo Street Capital Management
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$90.6M +$2.24M +9,319 +3%
Norges Bank
27
Norges Bank
Norway
$88.5M +$13.3M +55,356 +21%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$79.1M -$2.81M -11,697 -4%
American Century Companies
29
American Century Companies
Missouri
$68.8M +$4.26M +17,711 +8%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$64.2M -$520K -2,165 -0.9%
Charles Schwab
31
Charles Schwab
California
$57.8M -$17.4M -72,621 -26%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$55.9M -$3.47M -14,444 -7%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$55.7M +$1.33M +5,528 +3%
Bank of America
34
Bank of America
North Carolina
$51M +$481 +2 +0%
William Blair & Company
35
William Blair & Company
Illinois
$50.4M -$204K -849 -0.5%
Ameriprise
36
Ameriprise
Minnesota
$49.3M -$21.4M -89,226 -34%
Axa
37
Axa
France
$44.5M +$21.2M +88,233 +125%
First Trust Advisors
38
First Trust Advisors
Illinois
$44.1M -$18.8M -78,401 -33%
Capital World Investors
39
Capital World Investors
California
$42.1M – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$41.1M +$750K +3,120 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$39.8M +$494K +2,055 +1%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$39.7M +$13.7K +57 +0%
Swedbank
43
Swedbank
Sweden
$39.3M -$4.81M -20,000 -13%
Principal Financial Group
44
Principal Financial Group
Iowa
$38.3M +$1.18M +4,896 +4%
Millennium Management
45
Millennium Management
New York
$36.8M +$24.9M +103,795 +380%
Federated Hermes
46
Federated Hermes
Pennsylvania
$35.9M -$1.88M -7,818 -6%
Fisher Asset Management
47
Fisher Asset Management
Washington
$35.5M +$2.59M +10,776 +9%
Comerica Bank
48
Comerica Bank
Texas
$34.5M +$637K +2,652 +2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$29.2M +$5.05M +21,000 +25%
NC
50
Nicholas Company
Wisconsin
$28.5M – – –
1
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PCTY Hedge Fund Activity: Q3 2021 in Review

338 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2021, worth a combined $10.8B — up 49% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PCTY positions and 19 closed out — a net gain of 40 holders — while 124 added to existing stakes and 103 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $134M. The largest seller was Adams Street Partners, cutting an estimated $64.9M.

  • 338 institutional investors held Paylocity (PCTY) as of Q3 2021, up from 301 in Q2 2021.
  • Funds reported $10.8B of Paylocity stock for Q3 2021, up 49% quarter-over-quarter.
  • 59 funds opened new Paylocity positions in Q3 2021 and 19 closed out, a net change of +40 holders.
  • The largest Paylocity buyer in Q3 2021 was Capital Research Global Investors, an estimated $134M added.
  • The largest Paylocity seller in Q3 2021 was Adams Street Partners, an estimated $64.9M sold.

Based on aggregated 13F filings for Q3 2021.