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Paylocity

441 hedge funds and large institutions have $7.7B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
143
Reduced
174
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SkyOak Wealth
Michigan
$263K +$263K +1,447 New
GAM
327
Gotham Asset Management
New York
$253K -$263K -1,446 -51%
WA
328
Wealth Alliance
New York
$247K +$29.3K +161 +13%
Creative Planning
329
Creative Planning
Kansas
$246K +$246K +1,352 New
AIM
330
Aigen Investment Management
New York
$232K -$229K -1,260 -50%
AIM
331
Achmea Investment Management
Netherlands
$230K -$440K -2,417 -66%
MC
332
Machina Capital
France
$229K +$229K +1,260 New
AGWCA
333
Annis Gardner Whiting Capital Advisors
Florida
$227K +$227K +1,250 New
TI
334
Tidal Investments
Wisconsin
$226K +$12.9K +71 +6%
Nisa Investment Advisors
335
Nisa Investment Advisors
Missouri
$221K -$3.82K -21 -2%
QCM
336
QRG Capital Management
Illinois
$217K +$217K +1,194 New
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$216K
HR
338
Hardy Reed
Mississippi
$216K
DA
339
Duality Advisers
Florida
$213K -$2.17M -11,950 -91%
JFG
340
Jefferies Financial Group
New York
$213K -$659K -3,629 -76%
PA
341
Profund Advisors
Maryland
$211K -$24.5K -135 -10%
HT
342
Headlands Technologies
Illinois
$210K +$106K +583 +102%
BC
343
Bridgefront Capital
Texas
$209K +$209K +1,151 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$209K +$16.5K +91 +9%
OQS
345
Occudo Quantitative Strategies
Florida
$207K +$207K +1,138 New
Jennison Associates
346
Jennison Associates
New York
$204K -$89.9K -495 -31%
BCV
347
Banque Cantonale Vaudoise
Switzerland
$201K +$201K +1,111 New
CWP
348
Cyndeo Wealth Partners
Florida
$200K +$200K +1,103 New
Walleye Trading
349
Walleye Trading
New York
$196K -$44K -242 -18%
OAM
350
Ostrum Asset Management
France
$194K -$1.45K -8 -0.7%