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Paylocity
PCTY

Overview Fund Activity

452 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
149
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
YC
276
Yarbrough Capital
Tennessee
$419K – – –
ADIM
277
Alpha DNA Investment Management
Maryland
$418K +$418K +2,094 New
TI
278
Tidal Investments
Wisconsin
$405K -$1.36M -6,805 -77%
STA
279
Summit Trail Advisors
New York
$400K +$400K +2,005 New
HIM
280
Hanlon Investment Management
New Jersey
$399K – – –
GCM
281
Gallacher Capital Management
Colorado
$397K +$17.6K +88 +5%
CCA
282
Cobblestone Capital Advisors
New York
$396K – – –
SFI
283
Siemens Fonds Invest
Germany
$395K – – –
AAS
284
Avantax Advisory Services
Texas
$387K +$19.5K +98 +5%
BC
285
Burney Company
Virginia
$371K -$24.1K -121 -6%
AAM
286
Azzad Asset Management
Virginia
$368K +$368K +1,843 New
RGC
287
Roberts, Glore & Co
Illinois
$366K – – –
CC
288
Corton Capital
Ontario, Canada
$363K +$28.5K +143 +9%
IWA
289
Icon Wealth Advisors
Texas
$360K -$11.6K -58 -3%
SOW
290
State of Wyoming
Wyoming
$352K +$61.2K +307 +21%
M&T Bank
291
M&T Bank
New York
$352K +$65.4K +328 +23%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$348K +$18.6K +93 +6%
Creative Planning
293
Creative Planning
Kansas
$347K +$24.1K +121 +7%
AWA
294
Aaron Wealth Advisors
Illinois
$343K +$6.38K +32 +2%
SW
295
SkyOak Wealth
Michigan
$342K -$10.8K -54 -3%
Franklin Resources
296
Franklin Resources
California
$341K +$34.9K +175 +11%
SRL
297
Scientech Research LLC
New Jersey
$336K +$336K +1,683 New
HAG
298
HighPoint Advisor Group
Illinois
$326K +$15.7K +75 +5%
SCM
299
Shelton Capital Management
Colorado
$326K -$14.4K -72 -4%
RFC
300
Regions Financial Corp
Alabama
$324K -$3.99K -20 -1%
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