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Paylocity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Aberdeen Group
226
Aberdeen Group
United Kingdom
$733K -$135K -818 -16%
TSS
227
Two Sigma Securities
New York
$725K -$1.38M -8,369 -66%
PP
228
Paloma Partners
Connecticut
$705K +$705K +4,272 New
YMRC
229
Yorktown Management & Research Company
Virginia
$701K +$157K +950 +29%
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$696K -$123K -746 -15%
Vontobel Holding
231
Vontobel Holding
Switzerland
$653K -$631K -3,822 -49%
AI
232
Atria Investments
North Carolina
$645K -$330 -2 -0.1%
LSPW
233
Lake Street Private Wealth
Illinois
$644K
FHB
234
First Hawaiian Bank
Hawaii
$634K +$234K +1,420 +59%
VI
235
Versor Investments
New York
$609K -$1.74M -10,527 -74%
BF
236
BOK Financial
Oklahoma
$592K -$56.9K -341 -9%
LAM
237
LECAP Asset Management
United Kingdom
$578K +$578K +3,501 New
BAM
238
Bullseye Asset Management
Colorado
$570K
PAS
239
Park Avenue Securities
New York
$565K -$213K -1,289 -27%
Two Sigma Advisers
240
Two Sigma Advisers
New York
$561K +$561K +3,400 New
CGH
241
Crossmark Global Holdings
Texas
$556K +$70.7K +428 +15%
Prudential Financial
242
Prudential Financial
New Jersey
$556K -$44.2K -268 -7%
MML Investors Services
243
MML Investors Services
Massachusetts
$555K -$188K -1,139 -25%
SAM
244
Securian Asset Management
Minnesota
$553K -$16.5K -100 -3%
CCIA
245
Campbell & Co Investment Adviser
Maryland
$546K +$546K +3,308 New
IIM
246
INTECH Investment Management
Florida
$533K -$1.02M -6,191 -66%
PAM
247
Panagora Asset Management
Massachusetts
$529K -$591K -3,581 -53%
VPIM
248
Vanguard Personalized Indexing Management
California
$521K +$112K +680 +27%
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$517K +$124K +754 +32%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$508K -$8.08K -49 -2%