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Paylocity
PCTY

Overview Fund Activity

452 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
149
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Evergreen Capital Management
Washington
$253K +$253K +1,269 New
PAG
327
Private Advisor Group
New Jersey
$246K +$246K +1,235 New
VFA
328
Voya Financial Advisors
Connecticut
$244K -$17K -85 -7%
Osaic Holdings
329
Osaic Holdings
Arizona
$241K +$59.2K +297 +32%
PHK
330
Point72 Hong Kong
Hong Kong
$241K -$696K -3,490 -74%
HR
331
Hardy Reed
Mississippi
$236K +$236K +1,181 New
CCM
332
Coldstream Capital Management
Washington
$234K -$54.1K -271 -19%
C
333
Certuity
Florida
$232K +$232K +1,164 New
C
334
Covestor
United Kingdom
$231K -$42.9K -215 -16%
ECM
335
Everence Capital Management
Indiana
$231K +$231K +1,160 New
ABC
336
Associated Banc-Corp
Wisconsin
$230K -$31.3K -157 -12%
KCP
337
Kera Capital Partners
California
$226K +$226K +1,134 New
TSS
338
Two Sigma Securities
New York
$226K -$651K -3,263 -74%
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
$219K +$219K +1,096 New
PA
340
Profund Advisors
Maryland
$215K -$34.1K -171 -14%
MYAM
341
Meiji Yasuda Asset Management
Japan
$213K +$213K +1,066 New
VFA
342
Values First Advisors
Tennessee
$203K +$203K +1,019 New
DWM
343
Dakota Wealth Management
Florida
$203K +$203K +1,017 New
BEI
344
Benjamin Edwards Inc
Missouri
$201K +$201K +1,007 New
SAM
345
Smartleaf Asset Management
Massachusetts
$196K +$141K +703 +254%
SCM
346
Sterling Capital Management
North Carolina
$141K -$17.6K -88 -11%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$123K +$8.76K +44 +8%
TF
348
Tompkins Financial
New York
$99.7K – – –
CIAM
349
Caitong International Asset Management
Hong Kong
$96.9K +$96.9K +486 New
HNB
350
Huntington National Bank
Ohio
$86K +$23.3K +117 +37%
12 13
14
15 16