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Paylocity

301 hedge funds and large institutions have $7.25B invested in Paylocity in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $10.3M

7% more capital invested

Capital invested by funds: $6.77B → $7.25B (+$484M)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

0.49% more ownership

Funds ownership: 69.35%69.84% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 307301 (-6)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
301
Holders Change
-6
Holders Change %
-1.95%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
112
Reduced
111
Closed
34
Calls
$30.5M
Puts
$10.3M
Net Calls
+$20.2M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
276
Jacobi Capital Management
Pennsylvania
$10K
KTC
277
Kistler-Tiffany Companies
Pennsylvania
$10K
Bessemer Group
278
Bessemer Group
New Jersey
$10K +$9.9K +55 New
FRA
279
Front Row Advisors
California
$7K +$720 +4 +15%
SWM
280
Spire Wealth Management
Virginia
$7K +$1.8K +10 +38%
MIM
281
Macroview Investment Management
Maryland
$5K +$4.32K +24 New
WPA
282
West Paces Advisors
Georgia
$4.2K +$3.96K +22 New
LC
283
Lindbrook Capital
California
$4K +$540 +3 +16%
CFO
284
CVA Family Office
Colorado
$4K +$4.14K +23 New
BAM
285
Bellevue Asset Management
Washington
$3K -$360 -2 -12%
RE
286
RBC Europe
United Kingdom
$2.86K
NFG
287
Next Financial Group
Texas
$2K -$1.98K -11 -48%
BCH
288
Berkshire Capital Holdings
California
$2K
TFO
289
Tarbox Family Office
California
$2K
BCA
290
Berman Capital Advisors
Georgia
$2K +$720 +4 +44%
SCA
291
Stonebridge Capital Advisors
Minnesota
$2K +$900 +5 +100%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.98K +11 New
APA
293
American Portfolios Advisors
New York
$1.53K -$16.2K -90 -92%
AWA
294
Arkadios Wealth Advisors
Georgia
$1K
SFO
295
Standard Family Office
South Dakota
$1K
NFSG
296
Newbridge Financial Services Group
Florida
$1K +$720 +4 +200%
TFS
297
TrustCore Financial Services
Tennessee
$1K +$1.26K +7 New
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$222
BBHC
299
Brown Brothers Harriman & Co
New York
$48
ZCI
300
Zevenbergen Capital Investments
Washington
-$55.6M -309,361 Closed