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Paylocity

339 hedge funds and large institutions have $7B invested in Paylocity in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 100 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-8
Holders Change %
-2.31%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
140
Reduced
100
Closed
50
Calls
$27.4M
Puts
$8.59M
Net Calls
+$18.8M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.39K +30 +333%
SWM
302
Spire Wealth Management
Virginia
$6K
LC
303
Lindbrook Capital
California
$6K +$727 +4 +14%
FRA
304
Front Row Advisors
California
$6K +$857 +5 +17%
AAP
305
Arax Advisory Partners
Colorado
$5K +$3.27K +17 +189%
PTC
306
Private Trust Company
Ohio
$5K +$5K +26 New
WPA
307
West Paces Advisors
Georgia
$4.36K
SPIA
308
Steward Partners Investment Advisory
New York
$4K -$2.96K -17 -43%
BBPWM
309
Blue Bell Private Wealth Management
Pennsylvania
$4K +$1.27K +7 +47%
FPS
310
Fieldpoint Private Securities
Connecticut
$3K -$7K -35 -70%
CA
311
Crewe Advisors
Utah
$3K +$3K +16 New
BWL
312
Bogart Wealth LLC
Virginia
$3K +$3K +20 New
QC
313
Quent Capital
New York
$2K -$5.43K -38 -73%
S
314
Surevest
California
$2K
IA
315
IFP Advisors
Florida
$2K
FF
316
FourThought Financial
Florida
$2K
BCH
317
Berkshire Capital Holdings
California
$2K
GWS
318
Glassman Wealth Services
Virginia
$2K +$1.27K +7 +175%
AA
319
Ancora Advisors
Ohio
$2K +$2K +9 New
SFG
320
Steward Financial Group
Texas
$2K +$2K +14 New
WT
321
Whittier Trust
California
$2K +$2K +14 New
ED
322
Exane Derivatives
France
$1.92K -$178K -1,023 -99%
APA
323
American Portfolios Advisors
New York
$1.4K
JWA
324
JFS Wealth Advisors
Pennsylvania
$1K -$750 -6 -43%
SC
325
Schubert & Co
Texas
$1K