We are live on ! Find out more
PCTY icon

Paylocity

263 hedge funds and large institutions have $4.36B invested in Paylocity in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $3.48B → $4.36B (+$883M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 255263 (+8)

0.27% more ownership

Funds ownership: 67.21%67.48% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

44% less call options, than puts

Call options by funds: $8.91M | Put options by funds: $15.9M

Holders
263
Holders Change
+8
Holders Change %
+3.14%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
48
Increased
86
Reduced
101
Closed
30
Calls
$8.91M
Puts
$15.9M
Net Calls
-$6.94M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$11K
RBC
252
Roble Belko & Company
Pennsylvania
$11K
AIL
253
AGF Investments LLC
Ontario, Canada
$11K +$9.64K +88 New
CFA
254
Carroll Financial Associates
North Carolina
$8K
CFGS
255
Concourse Financial Group Securities
Alabama
$4K
LC
256
Lindbrook Capital
California
$4K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$4K
S
258
SignatureFD
Georgia
$2K +$1.53K +14 New
BAM
259
Bellevue Asset Management
Washington
$2K +$1.97K +18 New
Bessemer Group
260
Bessemer Group
New Jersey
$1K
VFA
261
Valeo Financial Advisors
Indiana
$1K
EI
262
Ellevest Inc
New York
$1K +$767 +7 New
TPCW
263
TD Private Client Wealth
New York
$846 +$767 +7 New
Renaissance Technologies
264
Renaissance Technologies
New York
-$28.1M -287,600 Closed
PCM
265
Palisade Capital Management
New Jersey
-$5.59M -57,264 Closed
AL
266
AJO LP
Pennsylvania
-$4.92M -50,472 Closed
AG
267
Algert Global
California
-$2.25M -23,033 Closed
DIM
268
Delta Investment Management
California
-$2.11M -21,599 Closed
TCM
269
Tuttle Capital Management
Connecticut
-$1.81M -16,610 Closed
IG
270
ING Group
Netherlands
-$1.33M -13,600 Closed
AAP
271
Ardsley Advisory Partners
Connecticut
-$1.32M -13,500 Closed
ARTA
272
A.R.T. Advisors
New York
-$973K -9,968 Closed
EGM
273
Engineers Gate Manager
New York
-$931K -9,545 Closed
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
-$849K -8,701 Closed
N
275
Natixis
France
-$712K -7,295 Closed