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Paylocity

418 hedge funds and large institutions have $7.8B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 147 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $103M | Put options by funds: $56.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $7.25B → $7.8B (+$545M)

2.24% more ownership

Funds ownership: 78.31%80.55% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 147

4% less funds holding

Funds holding: 435418 (-17)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
418
Holders Change
-17
Holders Change %
-3.91%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
157
Reduced
147
Closed
66
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M

PCTY Hedge Fund Activity: Q1 2024 in Review

418 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2024, worth a combined $7.8B — up 7.5% from $7.25B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PCTY and 53 opened new positions — a net loss of 13 holders — while 147 trimmed existing stakes and 157 added.

The largest buyer was Pictet Asset Management, adding an estimated $126M. The largest seller was Allspring Global Investments, cutting an estimated $68.5M.

  • 418 institutional investors held Paylocity (PCTY) as of Q1 2024, down from 435 in Q4 2023.
  • Funds reported $7.8B of Paylocity stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 53 funds opened new Paylocity positions in Q1 2024 and 66 closed out, a net change of -13 holders.
  • The largest Paylocity buyer in Q1 2024 was Pictet Asset Management, an estimated $126M added.
  • The largest Paylocity seller in Q1 2024 was Allspring Global Investments, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.