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Paylocity
PCTY

Overview Fund Activity

306 hedge funds and large institutions have $6.77B invested in Paylocity in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 104 reducing their positions, and 43 closing their positions.

Holders
306
Holders Change
-11
Holders Change %
-3.47%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
129
Reduced
104
Closed
43
Calls
$7.57M
Puts
$16.4M
Net Calls
-$8.79M
Net Calls Change
-$19.3M

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$110M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.35B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$59.2M
4
GKIM
4
GW&K Investment Management
Massachusetts
$95.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$104M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$218M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$39.7M
4
Invesco
4
Invesco
Georgia
$126M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$90.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RBC
276
Roble Belko & Company
Pennsylvania
$16K 89 – –
CA
277
Clearstead Advisors
Ohio
$16K 87 +87 New
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$16K 88 +88 New
HNB
279
Huntington National Bank
Ohio
$15K 83 -13 -14%
ETC
280
Exchange Traded Concepts
Oklahoma
$14K 80 -122 -60%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$13K 74 +29 +64%
LF
282
Lee Financial
Texas
$13K 70 +70 New
AIG
283
American International Group
New York
$12.3K 68,400 +386 +0.6%
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$10K 53 – –
JCM
285
Jacobi Capital Management
Pennsylvania
$9K 50 – –
MAM
286
Meeder Asset Management
Ohio
$7K 37 +6 +19%
IAIM
287
International Assets Investment Management
Florida
$6K 31 – –
FRA
288
Front Row Advisors
California
$5K 26 +26 New
SWM
289
Spire Wealth Management
Virginia
$5K 26 +26 New
NFG
290
Next Financial Group
Texas
$4K 23 – –
S
291
SignatureFD
Georgia
$4K 21 +21 New
BAM
292
Bellevue Asset Management
Washington
$3K 17 -2 -11%
LC
293
Lindbrook Capital
California
$3K 19 – –
RE
294
RBC Europe
United Kingdom
$2.7K 15 -15 -50%
BCH
295
Berkshire Capital Holdings
California
$2K 10 -72,950 -100%
TFO
296
Tarbox Family Office
California
$2K 9 – –
NFSG
297
Newbridge Financial Services Group
Florida
$1K 2 -48 -96%
BCA
298
Berman Capital Advisors
Georgia
$1K 9 – –
AWA
299
Arkadios Wealth Advisors
Georgia
$1K 9 – –
EFSCE
300
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 4 +4 New
10 11
12
13 14