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Paylocity
PCTY

Overview Fund Activity

452 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
149
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMTF
251
Sphera Management Technology Funds
Israel
$644K +$644K +3,230 New
PAM
252
Panagora Asset Management
Massachusetts
$638K -$798 -4 -0.1%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$630K +$15.4K +77 +3%
Vontobel Holding
254
Vontobel Holding
Switzerland
$625K -$165K -827 -21%
TRCT
255
Tower Research Capital (TRC)
New York
$581K +$342K +1,716 +143%
A
256
AlphaQuest
New York
$569K -$432K -2,168 -43%
LSPW
257
Lake Street Private Wealth
Illinois
$569K -$210K -1,054 -27%
CGH
258
Crossmark Global Holdings
Texas
$564K -$107K -535 -16%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$559K -$657K -3,293 -54%
CIP
260
Convergence Investment Partners
Florida
$553K +$553K +2,773 New
PTC
261
Petrus Trust Company
Texas
$541K +$11.6K +58 +2%
SDIC
262
South Dakota Investment Council
South Dakota
$541K -$658K -3,300 -55%
CAM
263
Cresset Asset Management
Illinois
$509K -$1.38M -6,905 -73%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$499K – – –
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$496K -$45.1K -232 -8%
BJL
266
Brighton Jones LLC
Washington
$491K -$60.8K -305 -11%
OFG
267
Oxford Financial Group
Indiana
$461K -$2.79K -14 -0.6%
GC
268
Gilbert & Cook
Iowa
$460K -$2.79K -14 -0.6%
AA
269
ALPS Advisors
Colorado
$453K – – –
KIA
270
Knollwood Investment Advisory
Maryland
$439K – – –
ProShare Advisors
271
ProShare Advisors
Maryland
$433K +$25.5K +128 +6%
GCP
272
GSA Capital Partners
United Kingdom
$427K -$62.2K -312 -13%
CPIG
273
Chicago Partners Investment Group
Illinois
$426K -$17.5K -90 -4%
Jane Street
274
Jane Street
New York
$423K -$14.8M -74,310 -97%
BMCM
275
Burns Matteson Capital Management
New York
$421K +$421K +2,109 New
9 10
11
12 13