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Paylocity
PCTY

Overview Fund Activity

431 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
152
Reduced
159
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$166M
2
Invesco
Invesco
Georgia
+$139M
3
Capital International Investors
Capital International Investors
California
+$108M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$107M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$82.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
-$197M
2
Citadel Advisors
Citadel Advisors
Florida
-$101M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$97.1M
4
Franklin Resources
Franklin Resources
California
-$90.8M
5
American Century Companies
American Century Companies
Missouri
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$234K -$16.3K -99 -7%
PA
327
Profund Advisors
Maryland
$232K +$40.2K +244 +21%
WA
328
Wealth Alliance
New York
$221K -$2.31K -14 -1%
CWM
329
CIBC World Markets
New York
$206K +$206K +1,252 New
PFBT
330
Parkside Financial Bank & Trust
Missouri
$205K +$15.8K +96 +8%
Two Sigma Investments
331
Two Sigma Investments
New York
$205K -$1.04M -6,326 -84%
OAM
332
Ostrum Asset Management
France
$177K +$824 +5 +0.5%
A
333
AlphaQuest
New York
$163K +$163K +990 New
VI
334
Vestcor Inc
New Brunswick, Canada
$159K -$2.96K -18 -2%
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$157K -$48.6K -295 -24%
C
336
Covestor
United Kingdom
$157K +$19.3K +117 +14%
AIM
337
Achmea Investment Management
Netherlands
$133K -$75.3K -457 -36%
DZ Bank
338
DZ Bank
Germany
$107K +$107K +652 New
BFEC
339
Benjamin F. Edwards & Company
Missouri
$93K +$93K +564 New
PI
340
PEAK6 Investments
Illinois
$86.7K +$86.7K +526 New
VSQM
341
V-Square Quantitative Management
Illinois
$76.8K +$35.3K +214 +85%
CA
342
Clearstead Advisors
Ohio
$74.7K -$57.9K -351 -44%
QCG
343
Quadrant Capital Group
Ohio
$74K -$28.7K -174 -28%
ASN
344
Advisory Services Network
Georgia
$71.9K +$71.9K +436 New
HNB
345
Huntington National Bank
Ohio
$64.3K +$3.96K +24 +7%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$61K -$7.11K -43 -10%
PPC
347
Park Place Capital
Alabama
$60.7K -$13.8K -84 -19%
FHA
348
First Horizon Advisors
Tennessee
$57.7K +$3.46K +21 +6%
GC
349
Globeflex Capital
California
$57.5K – – –
AF
350
Advisornet Financial
Minnesota
$50.1K -$495 -3 -1%
12 13
14
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