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Paylocity
PCTY

Overview Fund Activity

351 hedge funds and large institutions have $9.01B invested in Paylocity in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+15
Holders Change %
+4.46%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
124
Reduced
112
Closed
48
Calls
$24.5M
Puts
$18.2M
Net Calls
+$6.36M
Net Calls Change
-$6.99M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$226M
2
American Century Companies
American Century Companies
Missouri
$128M
3
Two Sigma Investments
Two Sigma Investments
New York
$59.4M
4
BlackRock
BlackRock
New York
$957M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$54.4M

Top Sellers

1
FAM
Fred Alger Management
New York
$123M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
RP
Riverbridge Partners
Minnesota
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
326
Bellwether Advisors
Nebraska
$5K – – –
LC
327
Lindbrook Capital
California
$5K – – –
BBPWM
328
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +15 New
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
SC
330
Sierra Capital
Florida
$3K +$3K +13 New
S
331
Surevest
California
$3K +$3K +14 New
BCH
332
Berkshire Capital Holdings
California
$2K -$7.78M -38,890 -100%
TFO
333
Tarbox Family Office
California
$2K – – –
S
334
SignatureFD
Georgia
$2K +$1K +5 +100%
AAP
335
Arax Advisory Partners
Colorado
$2K +$1.33K +6 +200%
APA
336
American Portfolios Advisors
New York
$1.89K – – –
VRS
337
Virginia Retirement Systems
Virginia
$1.04K +$71 +300 +7%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
NFG
339
Next Financial Group
Texas
$1K – – –
SCA
340
Stonebridge Capital Advisors
Minnesota
$1K – – –
IA
341
IFP Advisors
Florida
$1K – – –
QC
342
Quent Capital
New York
$1K +$1K +4 New
SC
343
Schubert & Co
Texas
$1K +$1K +4 New
JWA
344
JFS Wealth Advisors
Pennsylvania
$1K +$1K +6 New
SCA
345
Snowden Capital Advisors
New York
$1K +$1K +7 New
SWA
346
Sutton Wealth Advisors
Florida
$945 +$945 +4 New
BBHC
347
Brown Brothers Harriman & Co
New York
$59 – – –
CCA
348
Conestoga Capital Advisors
Pennsylvania
– -$194M -691,170 Closed
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
– -$79.1M -282,034 Closed
Balyasny Asset Management
350
Balyasny Asset Management
Illinois
– -$27.3M -97,323 Closed
12 13
14
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