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Paylocity
PCTY

Overview Fund Activity

385 hedge funds and large institutions have $10B invested in Paylocity in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+46
Holders Change %
+13.57%
% of All Funds
6.66%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
80
Increased
134
Reduced
128
Closed
28
Calls
$40.3M
Puts
$29.7M
Net Calls
+$10.6M
Net Calls Change
-$8.18M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$244M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$89.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$964M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70.1M
5
Invesco
Invesco
Georgia
$393M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.87B
2
ESCM
Echo Street Capital Management
New York
$62.8M
3
FAM
Fred Alger Management
New York
$56.7M
4
WA
Wasatch Advisors
Utah
$323M
5
Citadel Advisors
Citadel Advisors
Florida
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Crewe Advisors
Utah
$6K +$1.83K +7 +44%
BWL
352
Bogart Wealth LLC
Virginia
$5K – – –
BBPWM
353
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
GWS
354
Glassman Wealth Services
Virginia
$5K +$2.25K +9 +82%
JWA
355
JFS Wealth Advisors
Pennsylvania
$5K +$3K +12 +150%
PTC
356
Private Trust Company
Ohio
$4K -$2.5K -10 -38%
RCM
357
Raleigh Capital Management
North Carolina
$4K +$4K +15 New
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +16 New
QC
359
Quent Capital
New York
$3K – – –
S
360
Surevest
California
$3K – – –
CAL
361
Capital Advisors Ltd
Ohio
$3K +$2.31K +10 +333%
SPIA
362
Steward Partners Investment Advisory
New York
$2K -$3.11K -14 -61%
AA
363
Ancora Advisors
Ohio
$2K – – –
PWMG
364
Prestige Wealth Management Group
New Jersey
$2K – – –
BCH
365
Berkshire Capital Holdings
California
$2K – – –
BTI
366
Blue Trust Inc
Georgia
$2K +$1.78K +8 +800%
APA
367
American Portfolios Advisors
New York
$1.93K – – –
ACM
368
Absolute Capital Management
Pennsylvania
$1.73K +$1.73K +7 New
SWA
369
Sutton Wealth Advisors
Florida
$1.21K +$725 +3 +150%
PI
370
PEAK6 Investments
Illinois
$1K -$4.87M -9,748 -100%
DI
371
Disciplined Investments
Oklahoma
$1K -$200 -1 -17%
SC
372
Schubert & Co
Texas
$1K – – –
SCA
373
Stonebridge Capital Advisors
Minnesota
$1K – – –
BIA
374
Bell Investment Advisors
California
$1K – – –
MA
375
MUFG Americas
New York
$1K +$1K +4 New
13 14
15
16 17