We are live on ! Find out more
PCTY icon

Paylocity

417 hedge funds and large institutions have $7.77B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 67 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)

7% more capital invested

Capital invested by funds: $7.26B → $7.77B (+$510M)

1.87% more ownership

Funds ownership: 78.42%80.28% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

4% less funds holding

Funds holding: 435417 (-18)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% 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
146
Closed
67
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
226
Plato Investment Management
Australia
$638K +$601K +3,640 +4,853%
BC
227
Burney Company
Virginia
$634K -$6.7M -40,542 -92%
PWS
228
Peterson Wealth Services
Utah
$622K +$598K +3,621 New
SAM
229
Securian Asset Management
Minnesota
$611K -$16.5K -100 -3%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$605K -$16.1M -97,740 -97%
AIMCA
231
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$598K -$1.54M -9,347 -73%
BAM
232
Bullseye Asset Management
Colorado
$594K
WCM
233
Washington Capital Management
Washington
$584K +$82.6K +500 +17%
CGH
234
Crossmark Global Holdings
Texas
$582K +$23.3K +141 +4%
FA
235
FDx Advisors
Illinois
$565K -$135K -820 -20%
IWA
236
Icon Wealth Advisors
Texas
$535K -$35.7K -216 -6%
WCM Investment Management
237
WCM Investment Management
California
$525K +$11.4K +69 +2%
TSS
238
Two Sigma Securities
New York
$522K +$502K +3,039 New
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$509K +$29.2K +177 +6%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$502K
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$498K +$16.5K +100 +4%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$495K -$6.77K -41 -1%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$488K
SAM
244
Storebrand Asset Management
Norway
$483K +$153K +928 +49%
BJL
245
Brighton Jones LLC
Washington
$474K -$661 -4 -0.1%
WorldQuant Millennium Advisors
246
WorldQuant Millennium Advisors
New York
$474K +$455K +2,756 New
CAM
247
Cresset Asset Management
Illinois
$472K +$454K +2,748 New
VPIM
248
Vanguard Personalized Indexing Management
California
$469K +$185K +1,119 +69%
CC
249
Chicago Capital
Illinois
$457K
GC
250
Gilbert & Cook
Iowa
$452K +$5.45K +33 +1%