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Paylocity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
301
State of Wyoming
Wyoming
$241K +$65K +394 +37%
CCM
302
Coldstream Capital Management
Washington
$239K +$239K +1,443 New
M&T Bank
303
M&T Bank
New York
$237K -$17.3K -105 -7%
CWM
304
Congress Wealth Management
Massachusetts
$237K +$237K +1,437 New
DF
305
Donoghue Forlines
Massachusetts
$237K +$237K +1,434 New
AC
306
Armistice Capital
New York
$235K +$235K +1,424 New
CAM
307
Claret Asset Management
Quebec, Canada
$234K +$234K +1,419 New
CL
308
Choreo LLC
Illinois
$231K +$231K +1,419 New
FTWA
309
Fifth Third Wealth Advisors
Ohio
$231K -$1.32K -8 -0.6%
JSL
310
JT Stratford LLC
Georgia
$227K +$227K +1,378 New
C
311
Covestor
United Kingdom
$227K +$13.7K +83 +6%
AFCM
312
Applied Finance Capital Management
Puerto Rico
$223K +$223K +1,349 New
P
313
&Partners
Tennessee
$220K +$220K +1,331 New
ABC
314
Associated Banc-Corp
Wisconsin
$216K +$216K +1,312 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$216K +$84.2K +522 +64%
OIA
316
OneDigital Investment Advisors
Kansas
$213K +$213K +1,289 New
VFA
317
Voya Financial Advisors
Connecticut
$211K +$211K +1,306 New
Rafferty Asset Management
318
Rafferty Asset Management
New York
$211K +$211K +1,277 New
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$206K +$206K +1,225 New
PA
320
Profund Advisors
Maryland
$206K +$206K +1,248 New
ET
321
Entropy Technologies
New York
$203K -$594K -3,600 -75%
IF
322
Insight Folios
North Carolina
$203K +$203K +1,229 New
TRCT
323
Tower Research Capital (TRC)
New York
$198K -$1.4M -8,480 -88%
Osaic Holdings
324
Osaic Holdings
Arizona
$151K -$17.6K -107 -10%
SCM
325
Sterling Capital Management
North Carolina
$131K +$131K +797 New