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Paylocity

341 hedge funds and large institutions have $7B invested in Paylocity in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $8.59M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

2.08% more ownership

Funds ownership: 70.76%72.85% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 348341 (-7)

13% less capital invested

Capital invested by funds: $8.02B → $7B (-$1.02B)

Holders
341
Holders Change
-7
Holders Change %
-2.01%
% of All Funds
5.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
140
Reduced
101
Closed
50
Calls
$27.4M
Puts
$8.59M
Net Calls
+$18.8M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
101
Archford Capital Strategies
Illinois
$4.54M
Polen Capital Management
102
Polen Capital Management
Florida
$4.46M -$935K -5,128 -17%
SG Americas Securities
103
SG Americas Securities
New York
$4.29M +$792K +4,344 +21%
TAM
104
Tocqueville Asset Management
New York
$4.17M -$27.3K -150 -0.6%
Nomura Asset Management
105
Nomura Asset Management
Japan
$4.12M +$379K +2,082 +10%
YCM
106
Yousif Capital Management
Michigan
$3.9M +$295K +1,620 +8%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.89M
ERSOT
108
Employees Retirement System of Texas
Texas
$3.84M +$4.01M +22,000 New
KCM
109
Kennedy Capital Management
Missouri
$3.74M +$141K +775 +4%
Macquarie Group
110
Macquarie Group
Australia
$3.51M -$1.65M -9,049 -31%
ZIM
111
Zacks Investment Management
Illinois
$3.5M +$1.06M +5,837 +41%
Truist Financial
112
Truist Financial
North Carolina
$3.42M -$866K -4,753 -20%
Man Group
113
Man Group
United Kingdom
$3.15M -$10.5M -57,552 Closed
Credit Agricole
114
Credit Agricole
France
$3.08M +$3.22M +17,684 New
US Bancorp
115
US Bancorp
Minnesota
$2.95M +$156K +856 +5%
ClearBridge Investments
116
ClearBridge Investments
New York
$2.94M +$964K +5,287 +46%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$2.93M +$393K +2,156 +15%
Two Sigma Investments
118
Two Sigma Investments
New York
$2.93M -$8M -43,892 -72%
Citigroup
119
Citigroup
New York
$2.92M -$3.62M -19,866 -54%
AWS
120
Atria Wealth Solutions
New York
$2.78M -$290K -1,589 -9%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.74M +$213K +1,171 +8%
TAM
122
Trillium Asset Management
Massachusetts
$2.67M +$20.2K +111 +0.7%
Renaissance Technologies
123
Renaissance Technologies
New York
$2.56M +$2.68M +14,700 New
GPGA
124
Grandeur Peak Global Advisors
Utah
$2.55M -$5.24M -28,756 -66%
JIC
125
Johnson Investment Counsel
Ohio
$2.54M +$1.82K +10 +0.1%

PCTY Hedge Fund Activity: Q2 2022 in Review

341 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q2 2022, worth a combined $7B — down 13% from $8.02B a quarter earlier.

Fund positioning in PCTY was balanced in Q2 2022: 50 funds opened new positions, 50 closed out, 140 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $183M. The largest seller was Alkeon Capital Management, cutting an estimated $78.1M.

  • 341 institutional investors held Paylocity (PCTY) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $7B of Paylocity stock for Q2 2022, down 13% quarter-over-quarter.
  • 50 funds opened new Paylocity positions in Q2 2022 and 50 closed out, a net change of 0 holders.
  • The largest Paylocity buyer in Q2 2022 was T. Rowe Price Associates, an estimated $183M added.
  • The largest Paylocity seller in Q2 2022 was Alkeon Capital Management, an estimated $78.1M sold.

Based on aggregated 13F filings for Q2 2022.