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Paylocity
PCTY

Overview Fund Activity

452 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
149
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
301
Dorsey & Whitney Trust
South Dakota
$318K +$3.39K +17 +1%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$313K -$26.7K -134 -8%
MTWM
303
Masso Torrence Wealth Management
New Jersey
$312K +$8.18K +41 +3%
OAC
304
OMERS Administration Corp
Ontario, Canada
$312K – – –
IFU
305
iSAM Funds (UK)
United Kingdom
$305K -$82.4K -413 -21%
CC
306
Centiva Capital
New York
$302K -$1M -5,026 -77%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$301K -$17.4K -87 -5%
Rafferty Asset Management
308
Rafferty Asset Management
New York
$290K +$35.1K +176 +14%
I
309
InceptionR
California
$289K +$289K +1,451 New
VWM
310
Venturi Wealth Management
Texas
$288K +$180K +902 +166%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$287K +$42.9K +215 +18%
CAM
312
Claret Asset Management
Quebec, Canada
$285K +$1.99K +10 +0.7%
EGM
313
Engineers Gate Manager
New York
$282K -$2.32M -11,606 -89%
WA
314
Wealth Alliance
New York
$282K -$10.6K -53 -4%
QCM
315
QRG Capital Management
Illinois
$280K +$280K +1,405 New
P
316
&Partners
Tennessee
$278K +$12.6K +63 +5%
MAM
317
Martingale Asset Management
Massachusetts
$278K +$278K +1,392 New
CL
318
Choreo LLC
Illinois
$273K -$11K -55 -4%
MOS
319
MGO One Seven
Ohio
$272K +$272K +1,364 New
AFCM
320
Applied Finance Capital Management
Puerto Rico
$269K – – –
FTWA
321
Fifth Third Wealth Advisors
Ohio
$269K -$9.97K -50 -4%
OF
322
Optimize Financial
California
$268K +$268K +1,343 New
Jones Financial Companies
323
Jones Financial Companies
Missouri
$266K -$199 -1 -0.1%
OIA
324
OneDigital Investment Advisors
Kansas
$257K -$399 -2 -0.2%
VA
325
Vident Advisory
Georgia
$254K -$1.68M -8,448 -87%
11 12
13
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