We are live on ! Find out more
PCTY icon

Paylocity

279 hedge funds and large institutions have $5.53B invested in Paylocity in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $3.24B → $5.53B (+$2.28B)

24% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $16.2M

17% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 66

3% more funds holding

Funds holding: 270279 (+9)

2.51% more ownership

Funds ownership: 68.17%70.69% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 102

Holders
279
Holders Change
+9
Holders Change %
+3.33%
% of All Funds
5.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
77
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
Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$25K +$19.8K +170 New
APA
252
American Portfolios Advisors
New York
$22K
AF
253
Advisornet Financial
Minnesota
$22K
PA
254
Procyon Advisors
Connecticut
$20K
CCA
255
Catalyst Capital Advisors
New York
$18K
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$18K +$14K +120 New
GRP
257
Global Retirement Partners
California
$15K
HIIFS
258
Harel Insurance Investments & Financial Services
Israel
$15K +$11.6K +100 New
GWM
259
Geneos Wealth Management
Colorado
$14K -$23.3K -200 -67%
HNB
260
Huntington National Bank
Ohio
$14K
CFA
261
Carroll Financial Associates
North Carolina
$13K -$2.44K -21 -18%
HFA
262
HC Financial Advisors
California
$13K
RBC
263
Roble Belko & Company
Pennsylvania
$13K
KTC
264
Kistler-Tiffany Companies
Pennsylvania
$8K +$6.17K +53 New
JCM
265
Jacobi Capital Management
Pennsylvania
$7K
EI
266
Ellevest Inc
New York
$7K +$582 +5 +13%
CFGS
267
Concourse Financial Group Securities
Alabama
$7K +$2.68K +23 +100%
BAM
268
Bellevue Asset Management
Washington
$6K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$4K
LC
270
Lindbrook Capital
California
$3K +$2.21K +19 New
MAM
271
Meeder Asset Management
Ohio
$2K -$212K -1,819 -99%
OPS
272
Orion Portfolio Solutions
Nebraska
$2K -$10.8K -93 -89%
TPCW
273
TD Private Client Wealth
New York
$1.02K
BCH
274
Berkshire Capital Holdings
California
$1K -$2.75M -23,660 -100%
CG
275
Cutler Group
California
$1K -$4.65K -40 -78%