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Paylocity
PCTY

Overview Fund Activity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$233M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$76.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
Citadel Advisors
Citadel Advisors
Florida
$77.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$783M
2
BlackRock
BlackRock
New York
$650M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.11M
4
Millennium Management
Millennium Management
New York
$17.2M
5
UBS AM
UBS AM
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$95K +$2.81K +17 +3%
VWM
327
Venturi Wealth Management
Texas
$89.7K +$27.9K +169 +45%
BTI
328
Blue Trust Inc
Georgia
$86.6K +$82.1K +623 +1,832%
TF
329
Tompkins Financial
New York
$82.5K +$82.5K +500 New
PPC
330
Park Place Capital
Alabama
$67K -$1.65K -10 -2%
VCM
331
Versant Capital Management
Arizona
$65.8K -$16.5K -100 -20%
AF
332
Advisornet Financial
Minnesota
$63K +$2.81K +17 +5%
GC
333
Globeflex Capital
California
$57.6K – – –
QCG
334
Quadrant Capital Group
Ohio
$53K -$10.9K -66 -17%
AAM
335
Advisors Asset Management
Colorado
$52.1K -$14.4K -87 -22%
HNB
336
Huntington National Bank
Ohio
$51.8K -$50.8K -308 -50%
QL
337
Quarry LP
New York
$51K +$30.5K +185 +149%
S
338
SignatureFD
Georgia
$50.3K +$27.6K +167 +121%
RIL
339
Rothschild Investment LLC
Illinois
$49.5K – – –
CFGS
340
Concourse Financial Group Securities
Alabama
$48K -$330 -2 -0.7%
FHA
341
First Horizon Advisors
Tennessee
$47.5K -$990 -6 -2%
SAM
342
Smartleaf Asset Management
Massachusetts
$44.7K +$5.65K +35 +14%
GI
343
GAMMA Investing
California
$44.2K +$5.61K +34 +15%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$41.9K -$209K -1,266 -83%
FCM
345
Fourpath Capital Management
Oklahoma
$39.4K +$39.4K +239 New
HI
346
Horizon Investments
North Carolina
$37K +$825 +5 +2%
Mirae Asset Global Investments
347
Mirae Asset Global Investments
South Korea
$35.2K -$177K -1,094 -83%
SPIA
348
Steward Partners Investment Advisory
New York
$34.8K +$33.7K +204 +2,914%
Asset Management One
349
Asset Management One
Japan
$33K -$2.69M -16,293 -99%
UB
350
UMB Bank
Missouri
$28.9K +$27.2K +165 +1,650%
12 13
14
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