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Paylocity

338 hedge funds and large institutions have $10.8B invested in Paylocity in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 103 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

49% more capital invested

Capital invested by funds: $7.25B → $10.8B (+$3.55B)

45% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $29.4M

20% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 103

12% more funds holding

Funds holding: 301338 (+37)

0.71% more ownership

Funds ownership: 69.84%70.55% (+0.71%)

Holders
338
Holders Change
+37
Holders Change %
+12.29%
% of All Funds
5.92%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
59
Increased
124
Reduced
103
Closed
19
Calls
$42.7M
Puts
$29.4M
Net Calls
+$13.4M
Net Calls Change
-$6.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$35K -$22.6K -94 -43%
CA
302
Clearstead Advisors
Ohio
$33K +$28.4K +118 New
GRP
303
Global Retirement Partners
California
$28K
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$27K +$23.8K +99 New
HFA
305
HC Financial Advisors
California
$26K
RBC
306
Roble Belko & Company
Pennsylvania
$25K
LF
307
Lee Financial
Texas
$24K +$3.6K +15 +21%
HNB
308
Huntington National Bank
Ohio
$23K
MAM
309
Meeder Asset Management
Ohio
$23K +$4.8K +20 +32%
RE
310
RBC Europe
United Kingdom
$15.4K +$9.61K +40 +267%
Bessemer Group
311
Bessemer Group
New Jersey
$15K
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$15K
JCM
313
Jacobi Capital Management
Pennsylvania
$14K
SWM
314
Spire Wealth Management
Virginia
$10K
MIM
315
Macroview Investment Management
Maryland
$10K +$2.4K +10 +42%
FRA
316
Front Row Advisors
California
$8K
VCM
317
Vigilant Capital Management
Maine
$8K +$6.49K +27 New
WPA
318
West Paces Advisors
Georgia
$6.17K
EVM
319
Eaton Vance Management
Massachusetts
$6K -$102K -426 -74%
LC
320
Lindbrook Capital
California
$6K
BA
321
Bellwether Advisors
Nebraska
$6K +$5.29K +22 New
AF
322
Allworth Financial
California
$5K +$4.57K +19 New
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
TFO
324
Tarbox Family Office
California
$3K
BCA
325
Berman Capital Advisors
Georgia
$3K +$240 +1 +8%