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Paylocity

339 hedge funds and large institutions have $7B invested in Paylocity in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 100 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-8
Holders Change %
-2.31%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
140
Reduced
100
Closed
50
Calls
$27.4M
Puts
$8.59M
Net Calls
+$18.8M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$48K +$13.5K +78 +39%
TFS
277
TrustCore Financial Services
Tennessee
$44K
BBHC
278
Brown Brothers Harriman & Co
New York
$44K
S
279
SignatureFD
Georgia
$43K +$11.1K +64 +35%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$42K +$14.1K +82 +50%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$41K -$4.17K -24 -9%
MAM
282
Meeder Asset Management
Ohio
$39K +$3.8K +22 +11%
CTC
283
Central Trust Company
Missouri
$39K +$39K +224 New
HIIFS
284
Harel Insurance Investments & Financial Services
Israel
$38K -$17.6K -102 -32%
CWM
285
Castle Wealth Management
Florida
$37K +$37K +212 New
SOW
286
State of Wyoming
Wyoming
$32K -$5.07K -29 -14%
ST
287
Sageworth Trust
Pennsylvania
$30K
Bessemer Group
288
Bessemer Group
New Jersey
$29K +$21.1K +123 +267%
BCWM
289
Bartlett & Co Wealth Management
Ohio
$28.4K +$2.27K +13 +9%
BC
290
Bartlett & Co
Ohio
$28K +$2.23K +13 +9%
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$24K +$2.74K +16 +13%
PA
292
Parallel Advisors
California
$18K -$3.35K -19 -16%
TCOV
293
Trust Company of Vermont
Vermont
$17K +$17K +100 New
RBC
294
Roble Belko & Company
Pennsylvania
$16K
LF
295
Lee Financial
Texas
$15K +$174 +1 +1%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$14.3K -$883 -4,753 -6%
AF
297
Allworth Financial
California
$14K +$13.8K +77 +7,700%
RTC
298
Riverview Trust Company
Washington
$13K
UB
299
UMB Bank
Missouri
$13K
KTC
300
Kistler-Tiffany Companies
Pennsylvania
$9K