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Paylocity
PCTY

Overview Fund Activity

436 hedge funds and large institutions have $7.75B invested in Paylocity in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
6.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
51
Increased
172
Reduced
158
Closed
54
Calls
$116M
Puts
$17.8M
Net Calls
+$98.3M
Net Calls Change
+$112M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
2
Capital International Investors
Capital International Investors
California
$102M
3
Swedbank
Swedbank
Sweden
$116M
4
RP
Riverbridge Partners
Minnesota
$170M
5
ESCM
Echo Street Capital Management
New York
$171M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$16.5M
2
Invesco
Invesco
Georgia
$47.5M
3
BlackRock
BlackRock
New York
$763M
4
Ameriprise
Ameriprise
Minnesota
$11.3M
5
Norges Bank
Norges Bank
Norway
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
251
Lake Street Private Wealth
Illinois
$847K – – –
GIBU
252
Gulf International Bank (UK)
United Kingdom
$821K -$235K -1,274 -22%
NAM
253
Nissay Asset Management
Japan
$813K -$8.12K -44 -1%
BF
254
BOK Financial
Oklahoma
$770K +$770K +4,172 New
N
255
Numerai
California
$765K -$1.41M -7,617 -65%
FA
256
FDx Advisors
Illinois
$745K +$456K +2,470 +158%
CGH
257
Crossmark Global Holdings
Texas
$738K -$96.5K -427 -12%
M&T Bank
258
M&T Bank
New York
$713K -$30.4K -165 -4%
JPMPWA
259
J.P. Morgan Private Wealth Advisors
California
$702K +$66.8K +362 +11%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$700K +$19.9K +108 +3%
IWP
261
Icon Wealth Partners
Texas
$690K -$114K -616 -14%
AIM
262
Achmea Investment Management
Netherlands
$680K – – –
SAM
263
Securian Asset Management
Minnesota
$674K -$18.5K -100 -3%
BJL
264
Brighton Jones LLC
Washington
$658K +$554 +3 +0.1%
ARG
265
Advisory Resource Group
Oklahoma
$651K +$81.7K +443 +14%
BAM
266
Bullseye Asset Management
Colorado
$638K -$1.3M -7,035 -67%
XT
267
XTX Topco
Cayman Islands
$621K +$357K +1,932 +135%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$603K -$25.7M -139,198 -98%
VPIM
269
Vanguard Personalized Indexing Management
California
$600K +$52.6K +285 +10%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$596K -$20.7K -112 -3%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$586K – – –
Teacher Retirement System of Texas
272
Teacher Retirement System of Texas
Texas
$584K -$3.84M -20,791 -87%
Voloridge Investment Management
273
Voloridge Investment Management
Florida
$544K +$206K +1,114 +61%
GC
274
Guggenheim Capital
Illinois
$541K -$143K -775 -21%
YIH
275
Y-Intercept (HK)
Hong Kong
$541K +$318K +1,726 +143%
9 10
11
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