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Paylocity

318 hedge funds and large institutions have $7.59B invested in Paylocity in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $6.42M

100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $6.05B → $7.59B (+$1.54B)

10% more funds holding

Funds holding: 290318 (+28)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.52% less ownership

Funds ownership: 69.58%68.05% (-1.5%)

Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
112
Reduced
109
Closed
30
Calls
$16.9M
Puts
$6.42M
Net Calls
+$10.5M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$412K +$96.2K +500 +33%
ET
227
Equitable Trust
Tennessee
$409K
SCA
228
Spearhead Capital Advisors
Florida
$398K +$8.27K +43 +2%
HR
229
Hardy Reed
Mississippi
$397K -$1.54K -8 -0.4%
WCA
230
Westover Capital Advisors
Delaware
$391K -$15.4K -80 -4%
MF
231
Magnetar Financial
Illinois
$372K +$348K +1,807 New
IFG
232
Independent Financial Group
California
$362K +$74.6K +388 +28%
RJFSA
233
Raymond James Financial Services Advisors
Florida
$359K -$77.2K -401 -19%
BAMCO Inc
234
BAMCO Inc
New York
$353K
FCM
235
Frontier Capital Management
Massachusetts
$349K -$6.06M -31,498 -95%
Macquarie Group
236
Macquarie Group
Australia
$341K
P
237
&Partners
Tennessee
$337K
AR
238
Advisory Research
Illinois
$328K -$214K -1,111 -41%
JCM
239
Jag Capital Management
Missouri
$307K +$4.81K +25 +2%
WAM
240
World Asset Management
Michigan
$305K +$6.73K +35 +2%
FWM
241
Frontier Wealth Management
Missouri
$297K -$298K -1,550 -52%
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$282K +$10.6K +55 +4%
CI
243
Cigna Investments
Connecticut
$270K +$252K +1,311 New
PG
244
Pendal Group
Australia
$268K +$250K +1,300 New
IRF
245
IBM Retirement Fund
New York
$266K +$248K +1,291 New
CW
246
CreativeOne Wealth
Kansas
$265K +$247K +1,286 New
KAS
247
Kestra Advisory Services
Texas
$263K +$245K +1,271 New
SI
248
Stephens Inc
Arkansas
$263K +$246K +1,279 New
PAS
249
Park Avenue Securities
New York
$260K +$243K +1,264 New
WI
250
WrapManager Inc
California
$240K -$73.1K -380 -25%