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Paylocity

455 hedge funds and large institutions have $5.72B invested in Paylocity in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 157 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+42
Holders Change %
+10.17%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
157
Reduced
142
Closed
43
Calls
$18.8M
Puts
$35.6M
Net Calls
-$16.8M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Federated Hermes
251
Federated Hermes
Pennsylvania
$630K -$24.4K -185 -4%
BHB
252
Bank Hapoalim BM
Israel
$628K
PAS
253
Park Avenue Securities
New York
$621K -$50.9K -386 -8%
WP
254
Woodline Partners
California
$621K -$9.07M -68,755 -94%
SOADOR
255
State of Alaska Department of Revenue
Alaska
$620K
MML Investors Services
256
MML Investors Services
Massachusetts
$594K -$41.4K -314 -7%
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$582K +$16.6K +126 +3%
PWS
258
Peterson Wealth Services
Utah
$549K +$71.9K +545 +15%
WCM Investment Management
259
WCM Investment Management
California
$530K +$126K +954 +31%
AI
260
Atria Investments
North Carolina
$516K +$516K +3,914 New
LSPW
261
Lake Street Private Wealth
Illinois
$515K -$39.6K -300 -7%
RVPG
262
Relative Value Partners Group
$515K +$515K +3,905 New
BF
263
BOK Financial
Oklahoma
$513K -$33.2K -252 -6%
Allianz Asset Management
264
Allianz Asset Management
Germany
$505K -$45.2K -343 -8%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$503K
PIM
266
Plato Investment Management
Australia
$490K
HighTower Advisors
267
HighTower Advisors
Illinois
$483K -$497K -3,761 -51%
Prudential Financial
268
Prudential Financial
New Jersey
$480K -$73.8K -560 -13%
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
$467K +$467K +3,545 New
GSC
270
Ground Swell Capital
South Carolina
$464K +$464K +3,518 New
BAM
271
Bullseye Asset Management
Colorado
$456K
SAM
272
Securian Asset Management
Minnesota
$456K -$13.2K -100 -3%
EP
273
Edgestream Partners
New Jersey
$443K +$443K +3,362 New
YMRC
274
Yorktown Management & Research Company
Virginia
$435K +$98.9K +750 +29%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$424K -$15.7M -117,974 -97%