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Paylocity

441 hedge funds and large institutions have $7.7B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
143
Reduced
174
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
276
Petrus Trust Company
Texas
$552K -$498K -2,739 -47%
QCM
277
Quantinno Capital Management
New York
$551K +$551K +3,032 New
EF
278
Empowered Funds
Pennsylvania
$549K +$20.9K +115 +4%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$539K +$20.5K +113 +4%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$516K -$2K -11 -0.4%
Bessemer Group
281
Bessemer Group
New Jersey
$502K -$4.36K -24 -0.9%
YIH
282
Y-Intercept (HK)
Hong Kong
$497K -$35.1K -193 -7%
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$491K +$54.6K +300 +13%
CC
284
Chicago Capital
Illinois
$483K
TAM
285
Tocqueville Asset Management
New York
$482K -$4.54M -25,000 -90%
M&T Bank
286
M&T Bank
New York
$481K -$222K -1,220 -32%
BB
287
Bell Bank
North Dakota
$479K -$18K -99 -4%
FHB
288
First Hawaiian Bank
Hawaii
$476K
YMRC
289
Yorktown Management & Research Company
Virginia
$463K
SAM
290
Shell Asset Management
Netherlands
$457K -$10.4K -57 -2%
ProShare Advisors
291
ProShare Advisors
Maryland
$449K -$16.7K -92 -4%
LCM
292
Landscape Capital Management
New Jersey
$446K -$22.7K -125 -5%
OFG
293
Oxford Financial Group
Indiana
$418K
CB
294
Commerce Bank
Missouri
$414K
AssetMark Inc
295
AssetMark Inc
California
$413K +$390K +2,146 +1,717%
JPMPWA
296
J.P. Morgan Private Wealth Advisors
California
$411K -$281K -1,544 -41%
BAM
297
Blueshift Asset Management
New Jersey
$381K -$582K -3,203 -60%
MOS
298
MGO One Seven
Ohio
$375K -$25.1K -138 -6%
HIM
299
Hillsdale Investment Management
Ontario, Canada
$365K -$63.6K -350 -15%
SRAM
300
Spouting Rock Asset Management
Pennsylvania
$365K +$51.6K +284 +16%