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Paylocity

318 hedge funds and large institutions have $7.59B invested in Paylocity in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $6.42M

100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $6.05B → $7.59B (+$1.54B)

10% more funds holding

Funds holding: 290318 (+28)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.52% less ownership

Funds ownership: 69.58%68.05% (-1.5%)

Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
112
Reduced
109
Closed
30
Calls
$16.9M
Puts
$6.42M
Net Calls
+$10.5M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
276
Infini Capital Management
Hong Kong
$62K +$58.1K +302 New
IMF
277
Infini Master Fund
Hong Kong
$62K +$58.1K +302 New
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$61K +$56K +291 +5,820%
PA
279
Parallel Advisors
California
$58K +$7.31K +38 +16%
BBHC
280
Brown Brothers Harriman & Co
New York
$51K
CTFG
281
Capstone Triton Financial Group
Oklahoma
$43K +$40.6K +211 New
ETC
282
Exchange Traded Concepts
Oklahoma
$42K +$38.9K +202 New
Simplex Trading
283
Simplex Trading
Illinois
$39K -$509K -2,648 -93%
QCG
284
Quadrant Capital Group
Ohio
$38K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$37K -$1.73K -9 -5%
CFA
286
Carroll Financial Associates
North Carolina
$36K -$49.1K -255 -59%
AF
287
Advisornet Financial
Minnesota
$31K
APA
288
American Portfolios Advisors
New York
$30.5K
CFB
289
Cullen/Frost Bankers
Texas
$28K -$6.73K -35 -21%
IA
290
IFP Advisors
Florida
$27K +$25.6K +133 New
SPIA
291
Steward Partners Investment Advisory
New York
$22K +$5.2K +27 +34%
GRP
292
Global Retirement Partners
California
$21K
CFGS
293
Concourse Financial Group Securities
Alabama
$21K +$14.2K +74 +285%
HNB
294
Huntington National Bank
Ohio
$20K
HFA
295
HC Financial Advisors
California
$19K
PAM
296
Panagora Asset Management
Massachusetts
$18K -$13.5K -70 -45%
RBC
297
Roble Belko & Company
Pennsylvania
$18K
PCG
298
Private Capital Group
Connecticut
$16K -$19.6K -102 -57%
AIG
299
American International Group
New York
$14K -$89.5K -465 -0.7%
CAAS
300
Capital Asset Advisory Services
Michigan
$13K +$11.7K +61 New