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Paylocity

436 hedge funds and large institutions have $7.97B invested in Paylocity in 2022 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 137 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+51
Holders Change %
+13.25%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
108
Increased
137
Reduced
143
Closed
52
Calls
$18.7M
Puts
$39.7M
Net Calls
-$21M
Net Calls Change
-$31.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
351
Walleye Trading
New York
$63.5K +$63.5K +327 New
LCM
352
Logan Capital Management
Pennsylvania
$62.4K
AF
353
Advisornet Financial
Minnesota
$59.4K -$28K -144 -32%
O
354
Ossiam
France
$57.5K
CFGS
355
Concourse Financial Group Securities
Alabama
$57.5K -$7.58K -39 -12%
HNB
356
Huntington National Bank
Ohio
$56.3K -$20.4K -105 -27%
FHA
357
First Horizon Advisors
Tennessee
$53K -$21.2K -109 -29%
DFCM
358
Dark Forest Capital Management
Puerto Rico
$49.3K -$3.28M -16,906 -99%
BBHC
359
Brown Brothers Harriman & Co
New York
$48.6K
CAS
360
Coppell Advisory Solutions
Texas
$44.1K +$44.1K +227 New
CASC
361
Coppell Advisory Solutions Corp
Texas
$44.1K +$44.1K +227 New
MIFH
362
Migdal Insurance & Financial Holdings
Israel
$38K +$38K +191 New
Dimensional Fund Advisors
363
Dimensional Fund Advisors
Texas
$35.6K -$895 -4,606 -2%
CS
364
Comerica Securities
Michigan
$35.4K +$35.4K +182 New
HIIFS
365
Harel Insurance Investments & Financial Services
Israel
$35K -$6.06K -31 -15%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33K +$33K +170 New
ST
367
Sageworth Trust
Pennsylvania
$33K
BAM
368
Belpointe Asset Management
Nevada
$32.6K +$32.6K +168 New
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$29.3K +$2.14K +11 +8%
BCWM
370
Bartlett & Co Wealth Management
Ohio
$29.1K
BC
371
Bartlett & Co
Ohio
$29K
ECM
372
EMC Capital Management
Texas
$29K +$29K +150 New
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$26K +$9.82K +51 +61%
AssetMark Inc
374
AssetMark Inc
California
$24.3K -$26.8K -138 -52%
AWM
375
Accurate Wealth Management
Florida
$23K +$23K +123 New