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Paylocity

278 hedge funds and large institutions have $5.53B invested in Paylocity in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 66 closing their positions.

Holders
278
Holders Change
+8
Holders Change %
+2.96%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
76
Increased
74
Reduced
102
Closed
66
Calls
$20.1M
Puts
$16.2M
Net Calls
+$3.88M
Net Calls Change
-$969K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
251
American Portfolios Advisors
New York
$22K
AF
252
Advisornet Financial
Minnesota
$22K
PA
253
Procyon Advisors
Connecticut
$20K
CCA
254
Catalyst Capital Advisors
New York
$18K
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$18K +$18K +120 New
GRP
256
Global Retirement Partners
California
$15K
HIIFS
257
Harel Insurance Investments & Financial Services
Israel
$15K +$15K +100 New
GWM
258
Geneos Wealth Management
Colorado
$14K -$28K -200 -67%
HNB
259
Huntington National Bank
Ohio
$14K
CFA
260
Carroll Financial Associates
North Carolina
$13K -$2.94K -21 -18%
RBC
261
Roble Belko & Company
Pennsylvania
$13K
HFA
262
HC Financial Advisors
California
$13K
KTC
263
Kistler-Tiffany Companies
Pennsylvania
$8K +$8K +53 New
JCM
264
Jacobi Capital Management
Pennsylvania
$7K
EI
265
Ellevest Inc
New York
$7K +$778 +5 +13%
CFGS
266
Concourse Financial Group Securities
Alabama
$7K +$3.5K +23 +100%
BAM
267
Bellevue Asset Management
Washington
$6K
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$4K
LC
269
Lindbrook Capital
California
$3K +$3K +19 New
MAM
270
Meeder Asset Management
Ohio
$2K -$214K -1,819 -99%
OPS
271
Orion Portfolio Solutions
Nebraska
$2K -$16.9K -93 -89%
TPCW
272
TD Private Client Wealth
New York
$1.02K
BCH
273
Berkshire Capital Holdings
California
$1K -$2.37M -23,660 -100%
CG
274
Cutler Group
California
$1K -$3.64K -40 -78%
VFA
275
Valeo Financial Advisors
Indiana
$1K