PCTY icon

Paylocity
PCTY

Overview Fund Activity

385 hedge funds and large institutions have $10B invested in Paylocity in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+46
Holders Change %
+13.57%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
80
Increased
134
Reduced
128
Closed
28
Calls
$40.3M
Puts
$29.7M
Net Calls
+$10.6M
Net Calls Change
-$8.18M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$244M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$89.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$964M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70.1M
5
Invesco
Invesco
Georgia
$393M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.87B
2
ESCM
Echo Street Capital Management
New York
$62.8M
3
FAM
Fred Alger Management
New York
$56.7M
4
WA
Wasatch Advisors
Utah
$323M
5
Citadel Advisors
Citadel Advisors
Florida
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
326
State of Wyoming
Wyoming
$43K -$1.21K -5 -3%
ST
327
Sageworth Trust
Pennsylvania
$41K – – –
BCWM
328
Bartlett & Co Wealth Management
Ohio
$36.2K -$3.14K -13 -8%
BC
329
Bartlett & Co
Ohio
$36K -$3.12K -13 -8%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$34K – – –
GI
331
Gradient Investments
Minnesota
$29K -$7.12M -29,702 -100%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$26K -$39.5K -167 -60%
PA
333
Parallel Advisors
California
$25K +$714 +3 +3%
TCOV
334
Trust Company of Vermont
Vermont
$24K – – –
IA
335
IFP Advisors
Florida
$24K +$22.6K +236 +1,573%
RBC
336
Roble Belko & Company
Pennsylvania
$22K – – –
LF
337
Lee Financial
Texas
$22K +$1.66K +7 +8%
AF
338
Allworth Financial
California
$21K +$2.39K +10 +13%
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$20K -$38.3K -161 -66%
RTC
340
Riverview Trust Company
Washington
$18K – – –
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$18K +$8.38K +34 +87%
ECM
342
Estabrook Capital Management
New York
$16.9K +$16.9K +70 New
MA
343
MCF Advisors
Kentucky
$15K +$15K +63 New
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$12.9K -$6.13K -24,790 -32%
SWM
346
Spire Wealth Management
Virginia
$9K – – –
FRA
347
Front Row Advisors
California
$9K – – –
PFP
348
Pinnacle Financial Partners
Tennessee
$8K +$8K +34 New
LC
349
Lindbrook Capital
California
$7K -$700 -3 -9%
AAP
350
Arax Advisory Partners
Colorado
$7K +$259 +1 +4%
12 13
14
15 16