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Paylocity
PCTY

Overview Fund Activity

431 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
152
Reduced
159
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$166M
2
Invesco
Invesco
Georgia
+$139M
3
Capital International Investors
Capital International Investors
California
+$108M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$107M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$82.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
-$197M
2
Citadel Advisors
Citadel Advisors
Florida
-$101M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$97.1M
4
Franklin Resources
Franklin Resources
California
-$90.8M
5
American Century Companies
American Century Companies
Missouri
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$316K -$7.11M -43,121 -96%
GCP
302
GSA Capital Partners
United Kingdom
$315K +$315K +1,909 New
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$313K +$117K +708 +60%
HI
304
Handelsinvest Investeringsforvaltning
Denmark
$308K -$2.16M -13,129 -88%
SCM
305
Shelton Capital Management
Colorado
$307K -$7.42K -45 -2%
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$305K +$305K +1,852 New
RGC
307
Roberts, Glore & Co
Illinois
$303K – – –
MOS
308
MGO One Seven
Ohio
$302K -$37.9K -230 -11%
RFC
309
Regions Financial Corp
Alabama
$299K -$11K -67 -4%
EOJOAM
310
E. Ohman J:or Asset Management
Sweden
$297K – – –
I
311
InceptionR
California
$290K -$222K -1,349 -43%
PRC
312
Pearl River Capital
Michigan
$289K +$289K +1,754 New
TAM
313
Tocqueville Asset Management
New York
$289K -$148K -900 -34%
OR
314
Olympiad Research
Connecticut
$286K +$38.2K +232 +15%
QI
315
Qtron Investments
Massachusetts
$279K +$279K +1,695 New
TI
316
Tidal Investments
Wisconsin
$271K +$66.1K +401 +32%
SAM
317
Shell Asset Management
Netherlands
$270K -$145K -880 -35%
VPIM
318
Vanguard Personalized Indexing Management
California
$265K -$273K -1,657 -51%
VFA
319
Voya Financial Advisors
Connecticut
$259K – – –
MF
320
Magnetar Financial
Illinois
$257K +$257K +1,558 New
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$252K +$252K +1,527 New
SP
322
Systematic Portfolios
New York
$250K +$250K +1,519 New
Macquarie Group
323
Macquarie Group
Australia
$248K – – –
SW
324
SkyOak Wealth
Michigan
$244K +$5.28K +32 +2%
HAG
325
HighPoint Advisor Group
Illinois
$235K +$235K +1,376 New
11 12
13
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