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Paylocity

114 hedge funds and large institutions have $848M invested in Paylocity in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

73% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $620K

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

12% more funds holding

Funds holding: 102114 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $890M → $848M (-$42.4M)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
47
Reduced
33
Closed
11
Calls
$1.07M
Puts
$620K
Net Calls
+$453K
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$43K +$40.2K +1,181 +439%
Legal & General Group
102
Legal & General Group
United Kingdom
$38K
BlackRock
103
BlackRock
New York
$31K +$27.2K +800 +349%
Morgan Stanley
104
Morgan Stanley
New York
$29K -$1.56M -45,733 -98%
Group One Trading
105
Group One Trading
Illinois
$29K -$129K -3,800 -80%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$22K -$452K -13,295 -95%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$8K -$1.63K -48 -15%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$7K +$7.58K +223 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.8K +200 New
Citigroup
110
Citigroup
New York
$5K -$578 -17 -8%
TRCT
111
Tower Research Capital (TRC)
New York
$4K +$4.52K +133 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2K
HNB
113
Huntington National Bank
Ohio
$1K +$238 +7 +18%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$337 +$7.38K +217 +2%
Citadel Advisors
115
Citadel Advisors
Florida
-$3.21M -94,366 Closed
LCG
116
Lisanti Capital Growth
New York
-$2.26M -63,078 Closed
LCM
117
Landscape Capital Management
New Jersey
-$645K -18,000 Closed
UFF
118
USA Financial Formulas
Michigan
-$601K -16,757 Closed
AL
119
Airain Ltd
Guernsey
-$585K -16,324 Closed
WCM
120
Westerly Capital Management
California
-$271K -7,570 Closed
VOYA Investment Management
121
VOYA Investment Management
Georgia
-$233K -6,500 Closed
CEP
122
Chicago Equity Partners
Illinois
-$224K -6,235 Closed
Invesco
123
Invesco
Georgia
-$49K -1,353 Closed
BJ
124
BlackRock Japan
Japan
-$44K -1,229 Closed
JG
125
Jefferies Group
New York
-$3K -85 Closed

PCTY Hedge Fund Activity: Q3 2015 in Review

114 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2015, worth a combined $848M — down 4.8% from $890M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PCTY positions and 11 closed out — a net gain of 13 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Franklin Resources, adding an estimated $36.3M. The largest seller was Adams Street Partners, cutting an estimated $51M.

  • 114 institutional investors held Paylocity (PCTY) as of Q3 2015, up from 102 in Q2 2015.
  • Funds reported $848M of Paylocity stock for Q3 2015, down 4.8% quarter-over-quarter.
  • 24 funds opened new Paylocity positions in Q3 2015 and 11 closed out, a net change of +13 holders.
  • The largest Paylocity buyer in Q3 2015 was Franklin Resources, an estimated $36.3M added.
  • The largest Paylocity seller in Q3 2015 was Adams Street Partners, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2015.