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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WG
251
Winton Group
United Kingdom
$875K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$864K
Federated Hermes
253
Federated Hermes
Pennsylvania
$864K
NYLIM
254
New York Life Investment Management
New York
$829K
YIH
255
Y-Intercept (HK)
Hong Kong
$815K
GLA
256
Great Lakes Advisors
Illinois
$807K
1C
257
111 Capital
France
$806K
VPIM
258
Vanguard Personalized Indexing Management
California
$804K
BA
259
Bridgewater Associates
Connecticut
$798K
TPI
260
Trust Point Inc
Wisconsin
$779K
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$773K
LCM
262
Landscape Capital Management
New Jersey
$758K
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$700K
MML Investors Services
264
MML Investors Services
Massachusetts
$696K
RS
265
R Squared
Hong Kong
$687K
PWS
266
Peterson Wealth Services
Utah
$684K
BPC
267
Bryce Point Capital
New York
$660K
AI
268
Atria Investments
North Carolina
$632K
CPIG
269
Chicago Partners Investment Group
Illinois
$628K
BJL
270
Brighton Jones LLC
Washington
$616K
PP
271
PDT Partners
New York
$599K
YMRC
272
Yorktown Management & Research Company
Virginia
$598K
SAM
273
Securian Asset Management
Minnesota
$590K
Vontobel Holding
274
Vontobel Holding
Switzerland
$588K
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$586K