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Paylocity

170 hedge funds and large institutions have $2.04B invested in Paylocity in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.86M

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $1.71B → $2.04B (+$321M)

4% more funds holding

Funds holding: 163170 (+7)

2.06% more ownership

Funds ownership: 63.61%65.67% (+2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
71
Reduced
54
Closed
20
Calls
$11.8M
Puts
$1.86M
Net Calls
+$9.93M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
ASP
1
Adams Street Partners
Illinois
$206M -$14.3M -250,000 -7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$152M -$17.9M -313,008 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$150M +$6.11M +106,552 +4%
BlackRock
4
BlackRock
New York
$121M +$15.4M +267,913 +15%
WA
5
Wasatch Advisors
Utah
$102M +$580K +10,116 +0.6%
TCM
6
TimesSquare Capital Management
New York
$96.4M +$39.5M +689,580 +73%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$86.5M +$20.1M +350,996 +31%
FAM
8
Fred Alger Management
New York
$59.8M +$64.9K +1,133 +0.1%
RP
9
Riverbridge Partners
Minnesota
$56M +$14.6M +254,392 +36%
AllianceBernstein
10
AllianceBernstein
Tennessee
$54.2M -$1.84M -32,178 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$43.8M +$80.4K +1,403 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$42.3M -$8.73M -152,351 -17%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$41.4M +$3.09M +53,967 +8%
Franklin Resources
14
Franklin Resources
California
$41M -$10.5M -183,294 -21%
ESCM
15
Echo Street Capital Management
New York
$39.2M +$3.97M +69,224 +12%
State Street
16
State Street
Massachusetts
$36.9M +$6.38M +111,322 +22%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$35.9M -$17.9M -313,053 -34%
ZCI
18
Zevenbergen Capital Investments
Washington
$35.2M -$209K -3,650 -0.6%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$32.3M -$5.44M -94,931 -15%
Brown Advisory
20
Brown Advisory
Maryland
$27.9M +$282K +4,929 +1%
William Blair & Company
21
William Blair & Company
Illinois
$27.1M +$503K +8,771 +2%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$26.3M +$24.9M +434,451 +3,670%
Northern Trust
23
Northern Trust
Illinois
$25.3M +$2.7M +47,059 +12%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$21.9M -$4.03M -70,277 -16%
MWNA
25
Marshall Wace North America
New York
$19.7M -$6.12M -106,816 -24%

PCTY Hedge Fund Activity: Q2 2018 in Review

170 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q2 2018, worth a combined $2.04B — up 19% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PCTY positions and 20 closed out — a net gain of 8 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $39.5M. The largest seller was Artisan Partners, cutting an estimated $23M.

  • 170 institutional investors held Paylocity (PCTY) as of Q2 2018, up from 163 in Q1 2018.
  • Funds reported $2.04B of Paylocity stock for Q2 2018, up 19% quarter-over-quarter.
  • 28 funds opened new Paylocity positions in Q2 2018 and 20 closed out, a net change of +8 holders.
  • The largest Paylocity buyer in Q2 2018 was TimesSquare Capital Management, an estimated $39.5M added.
  • The largest Paylocity seller in Q2 2018 was Artisan Partners, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2018.