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Paylocity
PCTY

Overview Fund Activity

440 hedge funds and large institutions have $8.45B invested in Paylocity in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 154 reducing their positions, and 40 closing their positions.

Holders
440
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
7.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
170
Reduced
154
Closed
40
Calls
$13.3M
Puts
$27.3M
Net Calls
-$14M
Net Calls Change
+$6.91M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
ESCM
2
Echo Street Capital Management
New York
$145M
3
AAM
3
Ardevora Asset Management
United Kingdom
$54.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Swedbank
5
Swedbank
Sweden
$65.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$181M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$7.54M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$289K +$262K +1,319 +977%
PFO
327
Pathstone Family Office
New Jersey
$285K -$304K -1,517 -52%
XT
328
XTX Topco
Cayman Islands
$285K +$285K +1,432 New
PA
329
Profund Advisors
Maryland
$282K -$34.4K -173 -11%
OR
330
Olympiad Research
Connecticut
$279K +$279K +1,402 New
AS
331
AM Squared
Hong Kong
$278K +$278K +1,400 New
BAM
332
Blueshift Asset Management
New Jersey
$270K -$390K -1,960 -59%
OTL
333
Oak Thistle LLC
New York
$256K +$256K +1,289 New
GT
334
Greenleaf Trust
Michigan
$255K +$45.9K +231 +22%
RJFSA
335
Raymond James Financial Services Advisors
Florida
$250K +$8.95K +45 +4%
OIA
336
OneDigital Investment Advisors
Kansas
$246K +$4.57K +23 +2%
YIH
337
Y-Intercept (HK)
Hong Kong
$239K +$21.3K +107 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
338
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$229K -$3.48M -17,529 -94%
AC
339
ASB Consultores
Florida
$220K – – –
BFM
340
Boothbay Fund Management
New York
$220K +$220K +1,105 New
WA
341
Wealth Alliance
New York
$218K +$12.3K +62 +6%
OAM
342
Ostrum Asset Management
France
$214K +$214K +1,076 New
AT
343
Arvest Trust
Oklahoma
$209K -$6.16K -31 -3%
SM
344
Sciencast Management
New Jersey
$206K +$206K +1,266 New
FTDI
345
First Trust Direct Indexing
Massachusetts
$206K -$11.5K -58 -5%
KAS
346
Kestra Advisory Services
Texas
$203K -$113K -568 -36%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$200K – – –
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$191K -$1.38M -6,934 -88%
DFCM
349
Dark Forest Capital Management
Puerto Rico
$172K +$122K +613 +241%
HFS
350
Hantz Financial Services
Michigan
$160K +$160K +803 New
12 13
14
15 16