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Paylocity

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
Name Holding Trade Value Shares
Change
Shares
Change %
O
351
Ossiam
France
$49.5K
UM
352
UniSuper Management
Australia
$49.5K
TC
353
Torno Capital
Massachusetts
$49.5K +$49.5K +300 New
RIL
354
Rothschild Investment LLC
Illinois
$49.5K +$49.5K +300 New
AAM
355
Advisors Asset Management
Colorado
$48.1K +$9.07K +55 +23%
NA
356
NewEdge Advisors
Louisiana
$47.4K +$20.5K +124 +76%
BEI
357
Benjamin Edwards Inc
Missouri
$43K +$167 +1 +0.4%
PS
358
Principal Securities
Iowa
$41.4K +$41.4K +251 New
CFGS
359
Concourse Financial Group Securities
Alabama
$39.4K -$2.8K -17 -7%
DGAM
360
Desjardins Global Asset Management
Quebec, Canada
$39.1K +$659 +4 +2%
SAM
361
Smartleaf Asset Management
Massachusetts
$37.8K +$37.8K +227 New
GI
362
GAMMA Investing
California
$35.6K +$35.6K +225 New
ANBT
363
American National Bank & Trust
Texas
$31.5K +$31.5K +191 New
MIFH
364
Migdal Insurance & Financial Holdings
Israel
$29K +$1.68K +10 +6%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$27.8K -$30.8K -189 -53%
BCWM
366
Bartlett & Co Wealth Management
Ohio
$25.1K
RA
367
RiverPark Advisors
New York
$25.1K -$13.7K -83 -35%
BC
368
Bartlett & Co
Ohio
$25K
AssetMark Inc
369
AssetMark Inc
California
$22.6K -$352K -2,134 -94%
JSAM
370
J. Safra Asset Management
New York
$22.3K
HI
371
Horizon Investments
North Carolina
$22.1K +$22.1K +134 New
AIM
372
Arcadia Investment Management
Michigan
$21.1K -$72.2K -438 -77%
SWS
373
SYSTM Wealth Solutions
Illinois
$20.4K +$20.4K +124 New
S
374
SignatureFD
Georgia
$20.1K -$62.6K -380 -76%
MA
375
Montag & Associates
Georgia
$18.3K