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Paylocity

432 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $5.72B → $6.94B (+$1.22B)

0.83% less ownership

Funds ownership: 76.9%76.07% (-0.83%)

6% less funds holding

Funds holding: 458432 (-26)

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

23% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 95

32% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 181

Holders
432
Holders Change
-26
Holders Change %
-5.68%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
123
Reduced
181
Closed
95
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.31M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
501
Rakuten Investment Management
Japan
-$82K -620 Closed
VSQM
502
V-Square Quantitative Management
Illinois
-$67.8K -514 Closed
RA
503
RiverPark Advisors
New York
-$55.4K -420 Closed
GLR
504
Great Lakes Retirement
Ohio
-$46K -349 Closed
JSAM
505
J. Safra Asset Management
New York
-$40K -303 Closed
BEI
506
Benjamin Edwards Inc
Missouri
-$33K -248 Closed
ANBT
507
American National Bank & Trust
Texas
-$30.1K -228 Closed
SS
508
Sunbelt Securities
Texas
-$13.7K -104 Closed
LS
509
Livforsakringsbolaget Skandia
Sweden
-$13.2K -100 Closed
IC
510
Innealta Capital
Texas
-$9.76K -74 Closed
AIM
511
Arcadia Investment Management
Michigan
-$9.23K -70 Closed
MIM
512
Macroview Investment Management
Maryland
-$7.12K -54 Closed
FRA
513
Front Row Advisors
California
-$5.54K -42 Closed
ATPW
514
Ashton Thomas Private Wealth
Arizona
-$5.01K -38 Closed
VAG
515
VisionPoint Advisory Group
Texas
-$3.56K -27 Closed
MA
516
MCF Advisors
Kentucky
-$2.37K -18 Closed
VNA
517
Valley National Advisers
Pennsylvania
-$1K -15 Closed
HI
518
Harbour Investments
Wisconsin
-$1.85K -14 Closed
SWS
519
SYSTM Wealth Solutions
Illinois
-$1.32K -10 Closed
AFWM
520
Abich Financial Wealth Management
Virginia
-$1.19K -9 Closed
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$923 -7 Closed
WIA
522
Wetzel Investment Advisors
Indiana
-$1.2K -7 Closed
BHWM
523
Beaird Harris Wealth Management
Texas
-$660 -5 Closed
GI
524
Gradient Investments
Minnesota
-$396 -3 Closed
HIA
525
Harbor Investment Advisory
Maryland
-$132 -1 Closed

PCTY Hedge Fund Activity: Q3 2024 in Review

432 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2024, worth a combined $6.94B — up 21% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PCTY and 73 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 123 added.

The largest buyer was Capital International Investors, adding an estimated $108M. The largest seller was T. Rowe Price Associates, cutting an estimated $173M.

  • 432 institutional investors held Paylocity (PCTY) as of Q3 2024, down from 458 in Q2 2024.
  • Funds reported $6.94B of Paylocity stock for Q3 2024, up 21% quarter-over-quarter.
  • 73 funds opened new Paylocity positions in Q3 2024 and 95 closed out, a net change of -22 holders.
  • The largest Paylocity buyer in Q3 2024 was Capital International Investors, an estimated $108M added.
  • The largest Paylocity seller in Q3 2024 was T. Rowe Price Associates, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2024.