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Paylocity

318 hedge funds and large institutions have $7.59B invested in Paylocity in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $6.42M

100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $6.05B → $7.59B (+$1.54B)

10% more funds holding

Funds holding: 290318 (+28)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.52% less ownership

Funds ownership: 69.58%68.05% (-1.5%)

Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
112
Reduced
109
Closed
30
Calls
$16.9M
Puts
$6.42M
Net Calls
+$10.5M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$11K
JCM
302
Jacobi Capital Management
Pennsylvania
$10K
NFSG
303
Newbridge Financial Services Group
Florida
$10K +$1.92K +10 +25%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$9K +$962 +5 +13%
VCG
305
Vantage Consulting Group
Virginia
$7K +$6.35K +33 New
Walleye Trading
306
Walleye Trading
New York
$7K +$6.73K +35 New
RE
307
RBC Europe
United Kingdom
$6.18K +$1.92K +10 +50%
MAM
308
Meeder Asset Management
Ohio
$6K
IAIM
309
International Assets Investment Management
Florida
$6K +$5.96K +31 New
NFG
310
Next Financial Group
Texas
$5K +$3.65K +19 +475%
BAM
311
Bellevue Asset Management
Washington
$4K -$962 -5 -21%
LC
312
Lindbrook Capital
California
$4K
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$3K +$2.5K +13 New
TFO
314
Tarbox Family Office
California
$2K
RPWA
315
Regent Peak Wealth Advisors
Georgia
$2K +$1.92K +10 New
BCA
316
Berman Capital Advisors
Georgia
$1K +$577 +3 +50%
FPS
317
Fieldpoint Private Securities
Connecticut
$1K +$962 +5 New
AWA
318
Arkadios Wealth Advisors
Georgia
$1K +$1.73K +9 New
IM
319
Islet Management
New York
-$12.8M -79,244 Closed
IMPI
320
Ilmarinen Mutual Pension Insurance
Finland
-$5.65M -35,000 Closed
Adage Capital Partners
321
Adage Capital Partners
Massachusetts
-$4.04M -25,000 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
-$2.39M -14,800 Closed
State of Tennessee, Department of Treasury
323
State of Tennessee, Department of Treasury
Tennessee
-$1.47M -9,131 Closed
AL
324
AJO LP
Pennsylvania
-$1.43M -8,883 Closed
CCMW
325
Cypress Capital Management (Wyoming)
Wyoming
-$1.44M -7,828 Closed