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Paylocity
PCTY

Overview Fund Activity

347 hedge funds and large institutions have $8.02B invested in Paylocity in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 115 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-4
Holders Change %
-1.14%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
127
Reduced
115
Closed
50
Calls
$19.3M
Puts
$15.9M
Net Calls
+$3.33M
Net Calls Change
-$3.03M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.81B
2
Invesco
Invesco
Georgia
$284M
3
DCM
Driehaus Capital Management
Illinois
$41.7M
4
Citadel Advisors
Citadel Advisors
Florida
$45.4M
5
ESCM
Echo Street Capital Management
New York
$120M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$56M
2
Two Sigma Investments
Two Sigma Investments
New York
$12.5M
3
Capital World Investors
Capital World Investors
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$32.3M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
301
Roble Belko & Company
Pennsylvania
$18K – – –
LF
302
Lee Financial
Texas
$17K – – –
UB
303
UMB Bank
Missouri
$15K -$1.64K -8 -10%
RTC
304
Riverview Trust Company
Washington
$15K +$15K +75 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.8K +68 +6,800%
HNB
306
Huntington National Bank
Ohio
$12K -$9.36K -46 -44%
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
QC
308
Quent Capital
New York
$11K +$10.2K +48 +1,200%
Walleye Trading
309
Walleye Trading
New York
$11K +$11K +52 New
Bessemer Group
310
Bessemer Group
New Jersey
$10K – – –
FPS
311
Fieldpoint Private Securities
Connecticut
$10K +$10K +50 New
NFSG
312
Newbridge Financial Services Group
Florida
$9K – – –
GIA
313
GHP Investment Advisors
Colorado
$9K +$9K +46 New
SPIA
314
Steward Partners Investment Advisory
New York
$8K -$17.2K -86 -68%
VI
315
Vestcor Inc
New Brunswick, Canada
$8K – – –
SWM
316
Spire Wealth Management
Virginia
$7K – – –
Macquarie Group
317
Macquarie Group
Australia
$6K +$2.13K +10,345 +55%
FRA
318
Front Row Advisors
California
$6K – – –
LC
319
Lindbrook Capital
California
$6K +$1.45K +7 +32%
WPA
320
West Paces Advisors
Georgia
$5.14K – – –
BA
321
Bellwether Advisors
Nebraska
$4K – – –
BBPWM
322
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
S
323
Surevest
California
$3K – – –
SC
324
Sierra Capital
Florida
$3K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$3K +$1.71K +8 +133%
11 12
13
14 15