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Paylocity

385 hedge funds and large institutions have $10B invested in Paylocity in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+46
Holders Change %
+13.57%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
80
Increased
134
Reduced
128
Closed
28
Calls
$40.3M
Puts
$29.7M
Net Calls
+$10.6M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
276
PDT Partners
New York
$338K +$338K +1,400 New
KAS
277
Kestra Advisory Services
Texas
$336K +$37K +153 +12%
FP
278
Foundry Partners
Minnesota
$331K +$331K +1,372 New
Creative Planning
279
Creative Planning
Kansas
$317K +$317K +1,313 New
Cerity Partners
280
Cerity Partners
New York
$314K +$21.2K +88 +7%
P
281
&Partners
Tennessee
$311K -$8.2K -34 -3%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$304K -$676K -2,803 -69%
RJFSA
283
Raymond James Financial Services Advisors
Florida
$290K +$8.45K +35 +3%
ACM
284
AlphaCrest Capital Management
New York
$281K -$433K -1,794 -61%
WA
285
Wealth Alliance
New York
$280K +$280K +1,158 New
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$278K -$483 -2 -0.2%
HR
287
Hardy Reed
Mississippi
$277K
AC
288
ASB Consultores
Florida
$267K +$267K +1,107 New
GT
289
Greenleaf Trust
Michigan
$262K +$262K +1,086 New
Los Angeles Capital Management
290
Los Angeles Capital Management
California
$259K +$259K +1,074 New
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$244K +$244K +1,008 New
CGA
292
Crescent Grove Advisors
Illinois
$242K +$242K +1,000 New
PFBT
293
Parkside Financial Bank & Trust
Missouri
$241K +$14.5K +60 +6%
AT
294
Arvest Trust
Oklahoma
$238K +$238K +987 New
FTDI
295
First Trust Direct Indexing
Massachusetts
$234K +$234K +968 New
SRC
296
Samson Rock Capital
United Kingdom
$223K +$223K +924 New
HFM
297
Harvest Fund Management
China
$221K +$120K +498 +119%
IC
298
IEQ Capital
California
$215K +$215K +889 New
S
299
SignatureFD
Georgia
$205K +$145K +600 +243%
VCA
300
Verdence Capital Advisors
Maryland
$205K +$205K +848 New