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Paylocity

82 hedge funds and large institutions have $727M invested in Paylocity in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,983% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $54K

95% more capital invested

Capital invested by funds: $374M → $727M (+$353M)

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

5% less funds holding

Funds holding: 8682 (-4)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
23
Closed
18
Calls
$1.13M
Puts
$54K
Net Calls
+$1.07M
Net Calls Change
+$275K

PCTY Hedge Fund Activity: Q1 2015 in Review

82 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2015, worth a combined $727M — up 95% from $374M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PCTY and 14 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 37 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $13.7M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $12.3M sold.

  • 82 institutional investors held Paylocity (PCTY) as of Q1 2015, down from 86 in Q4 2014.
  • Funds reported $727M of Paylocity stock for Q1 2015, up 95% quarter-over-quarter.
  • 14 funds opened new Paylocity positions in Q1 2015 and 18 closed out, a net change of -4 holders.
  • The largest Paylocity buyer in Q1 2015 was Lord, Abbett & Co, an estimated $13.7M added.
  • The largest Paylocity seller in Q1 2015 was Cramer Rosenthal McGlynn, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2015.