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Paylocity

417 hedge funds and large institutions have $7.77B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $103M | Put options by funds: $56.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $7.26B → $7.77B (+$510M)

1.87% more ownership

Funds ownership: 78.42%80.28% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

4% less funds holding

Funds holding: 435417 (-18)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
157
Reduced
146
Closed
67
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$28.5K +$16.2K +98 +144%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$28.5K +$495 +3 +2%
BCWM
353
Bartlett & Co Wealth Management
Ohio
$25.8K
AssetMark Inc
354
AssetMark Inc
California
$23K -$495 -3 -2%
RA
355
Rise Advisors
New York
$21.8K +$21K +127 New
GJWM
356
Gilliland Jeter Wealth Management
Arkansas
$21.5K +$20.6K +125 New
SWS
357
SYSTM Wealth Solutions
Illinois
$21.3K
S
358
SignatureFD
Georgia
$21.1K +$165 +1 +0.8%
BCV
359
Banque Cantonale Vaudoise
Switzerland
$21K +$20.3K +123 New
MA
360
Montag & Associates
Georgia
$19.1K
SS
361
Sunbelt Securities
Texas
$17.9K +$17.2K +104 New
LS
362
Livforsakringsbolaget Skandia
Sweden
$17.2K
AS
363
AM Squared
Hong Kong
$17.2K +$16.5K +100 New
RBC
364
Roble Belko & Company
Pennsylvania
$15K
CTC
365
Central Trust Company
Missouri
$14.4K
CA
366
Continuum Advisory
Idaho
$14.3K +$14.4K +87 New
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$14K +$2.97K +18 +28%
CAM
368
Creekmur Asset Management
Illinois
$13.6K
AIM
369
Arcadia Investment Management
Michigan
$12K -$9.58K -58 -45%
ECM
370
Estabrook Capital Management
New York
$12K
LC
371
Lindbrook Capital
California
$11K -$991 -6 -9%
HIIFS
372
Harel Insurance Investments & Financial Services
Israel
$10K -$1.82K -11 -16%
WTC
373
WhitTier Trust Company
Nevada
$9.62K +$330 +2 +4%
HFS
374
Hantz Financial Services
Michigan
$9K +$8.09K +49 +2,450%
IFAM
375
Institutional & Family Asset Management
Colorado
$8.42K -$661 -4 -8%