PCTY icon

Paylocity

300 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.

Holders
300
Holders Change
-6
Holders Change %
-1.96%
% 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 Market Value Shares Shares
Change
Shares
Change %
JCM
276
Jacobi Capital Management
Pennsylvania
$10K 50
Bessemer Group
277
Bessemer Group
New Jersey
$10K 55 +55 New
FRA
278
Front Row Advisors
California
$7K 30 +4 +15%
SWM
279
Spire Wealth Management
Virginia
$7K 36 +10 +38%
MIM
280
Macroview Investment Management
Maryland
$5K 24 +24 New
WPA
281
West Paces Advisors
Georgia
$4.2K 22 +22 New
LC
282
Lindbrook Capital
California
$4K 22 +3 +16%
CFO
283
CVA Family Office
Colorado
$4K 23 +23 New
BAM
284
Bellevue Asset Management
Washington
$3K 15 -2 -12%
RE
285
RBC Europe
United Kingdom
$2.86K 15
NFG
286
Next Financial Group
Texas
$2K 12 -11 -48%
TFO
287
Tarbox Family Office
California
$2K 9
BCH
288
Berkshire Capital Holdings
California
$2K 10
BCA
289
Berman Capital Advisors
Georgia
$2K 13 +4 +44%
SCA
290
Stonebridge Capital Advisors
Minnesota
$2K 10 +5 +100%
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K 11 +11 New
APA
292
American Portfolios Advisors
New York
$1.53K 8 -90 -92%
SFO
293
Standard Family Office
South Dakota
$1K 6
AWA
294
Arkadios Wealth Advisors
Georgia
$1K 9
NFSG
295
Newbridge Financial Services Group
Florida
$1K 6 +4 +200%
TFS
296
TrustCore Financial Services
Tennessee
$1K 7 +7 New
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$222 1,165
BBHC
298
Brown Brothers Harriman & Co
New York
$48 250
ZCI
299
Zevenbergen Capital Investments
Washington
-309,361 Closed
MWNA
300
Marshall Wace North America
New York
-41,545 Closed