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Paylocity
PCTY

Overview Fund Activity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$233M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$76.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
Citadel Advisors
Citadel Advisors
Florida
$77.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$783M
2
BlackRock
BlackRock
New York
$650M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.11M
4
Millennium Management
Millennium Management
New York
$17.2M
5
UBS AM
UBS AM
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFU
276
iSAM Funds (UK)
United Kingdom
$321K +$321K +1,943 New
GCM
277
Gallacher Capital Management
Colorado
$314K +$314K +1,901 New
IWA
278
Icon Wealth Advisors
Texas
$308K -$125K -755 -29%
AAS
279
Avantax Advisory Services
Texas
$304K +$9.4K +57 +3%
RGC
280
Roberts, Glore & Co
Illinois
$303K – – –
SW
281
SkyOak Wealth
Michigan
$292K -$11.4K -69 -4%
NS
282
NBC Securities
Alabama
$290K +$290K +1,762 New
APG Asset Management
283
APG Asset Management
Netherlands
$286K -$6.14M -41,506 -96%
HAG
284
HighPoint Advisor Group
Illinois
$285K +$7.67K +40 +3%
SCM
285
Shelton Capital Management
Colorado
$281K -$10.2K -62 -4%
QI
286
Qtron Investments
Massachusetts
$280K – – –
AWA
287
Aaron Wealth Advisors
Illinois
$278K +$278K +1,686 New
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$277K -$9.12K -56 -3%
CC
289
Corton Capital
Ontario, Canada
$277K +$25.6K +155 +10%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$273K +$9.57K +58 +4%
RFC
291
Regions Financial Corp
Alabama
$271K -$4.29K -26 -2%
SA
292
Sanctuary Advisors
Indiana
$271K -$30.8K -150 -10%
CM
293
Castleark Management
Illinois
$269K +$269K +1,630 New
Creative Planning
294
Creative Planning
Kansas
$267K +$267K +1,619 New
PFBT
295
Parkside Financial Bank & Trust
Missouri
$263K +$10.6K +64 +4%
DWT
296
Dorsey & Whitney Trust
South Dakota
$260K -$17.5K -106 -6%
Franklin Resources
297
Franklin Resources
California
$258K -$31.6K -188 -11%
OAC
298
OMERS Administration Corp
Ontario, Canada
$258K -$2M -12,100 -89%
MTWM
299
Masso Torrence Wealth Management
New Jersey
$251K +$251K +1,524 New
WA
300
Wealth Alliance
New York
$242K +$242K +1,466 New
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