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Paylocity
PCTY

Overview Fund Activity

336 hedge funds and large institutions have $10.8B invested in Paylocity in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 103 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+36
Holders Change %
+12%
% of All Funds
5.9%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
58
Increased
123
Reduced
103
Closed
19
Calls
$42.7M
Puts
$29.4M
Net Calls
+$13.4M
Net Calls Change
-$6.89M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$206M
2
Invesco
Invesco
Georgia
$294M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.21B
4
FAM
Fred Alger Management
New York
$402M
5
Millennium Management
Millennium Management
New York
$36.8M

Top Sellers

1
ASP
Adams Street Partners
Illinois
$166M
2
Franklin Resources
Franklin Resources
California
$125M
3
TCM
TimesSquare Capital Management
New York
$118M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$105M
5
ESCM
Echo Street Capital Management
New York
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$28K – – –
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$27K +$27K +99 New
HFA
303
HC Financial Advisors
California
$26K – – –
RBC
304
Roble Belko & Company
Pennsylvania
$25K – – –
LF
305
Lee Financial
Texas
$24K +$4.24K +15 +21%
HNB
306
Huntington National Bank
Ohio
$23K – – –
MAM
307
Meeder Asset Management
Ohio
$23K +$5.54K +20 +32%
RE
308
RBC Europe
United Kingdom
$15.4K +$11.2K +40 +267%
Bessemer Group
309
Bessemer Group
New Jersey
$15K – – –
KTC
310
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
JCM
311
Jacobi Capital Management
Pennsylvania
$14K – – –
SWM
312
Spire Wealth Management
Virginia
$10K – – –
MIM
313
Macroview Investment Management
Maryland
$10K +$2.94K +10 +42%
FRA
314
Front Row Advisors
California
$8K – – –
VCM
315
Vigilant Capital Management
Maine
$8K +$8K +27 New
WPA
316
West Paces Advisors
Georgia
$6.17K – – –
EVM
317
Eaton Vance Management
Massachusetts
$6K -$16.9K -426 -74%
LC
318
Lindbrook Capital
California
$6K – – –
BA
319
Bellwether Advisors
Nebraska
$6K +$6K +22 New
AF
320
Allworth Financial
California
$5K +$5K +19 New
LWCFA
321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
TFO
322
Tarbox Family Office
California
$3K – – –
BCA
323
Berman Capital Advisors
Georgia
$3K +$214 +1 +8%
APA
324
American Portfolios Advisors
New York
$2.24K – – –
AWA
325
Arkadios Wealth Advisors
Georgia
$2K – – –
11 12
13
14 15