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Paylocity

351 hedge funds and large institutions have $9.01B invested in Paylocity in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+15
Holders Change %
+4.46%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
124
Reduced
112
Closed
48
Calls
$24.5M
Puts
$18.2M
Net Calls
+$6.36M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
301
Quadrant Capital Group
Ohio
$41K -$4.03K -17 -9%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$41K
ST
303
Sageworth Trust
Pennsylvania
$40K -$134K -572 -77%
CFB
304
Cullen/Frost Bankers
Texas
$32K
SPIA
305
Steward Partners Investment Advisory
New York
$30K
FAG
306
Fortitude Advisory Group
Washington
$29K +$29K +123 New
CFA
307
Carroll Financial Associates
North Carolina
$27K -$61.7K -256 -70%
HNB
308
Huntington National Bank
Ohio
$25K +$5.71K +24 +30%
ACM
309
Aquatic Capital Management
Illinois
$24K +$24K +100 New
HFA
310
HC Financial Advisors
California
$22K
RBC
311
Roble Belko & Company
Pennsylvania
$21K
LF
312
Lee Financial
Texas
$20K
UB
313
UMB Bank
Missouri
$19K +$19K +81 New
EVM
314
Eaton Vance Management
Massachusetts
$17K -$19.2K -80 -53%
PA
315
Parallel Advisors
California
$14K -$57.4K -246 -80%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$13K
Manulife (Manufacturers Life Insurance)
317
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6K -$141 -597 -1%
Bessemer Group
318
Bessemer Group
New Jersey
$10K -$1.96K -9 -16%
NFSG
319
Newbridge Financial Services Group
Florida
$10K +$8.64K +38 +633%
VI
320
Vestcor Inc
New Brunswick, Canada
$10K +$10K +41 New
SWM
321
Spire Wealth Management
Virginia
$9K
DFCM
322
Dark Forest Capital Management
Puerto Rico
$9K +$9K +39 New
FRA
323
Front Row Advisors
California
$7K
VCM
324
Vigilant Capital Management
Maine
$6K
WPA
325
West Paces Advisors
Georgia
$5.9K +$708 +3 +14%