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Paylocity
PCTY

Overview Fund Activity

412 hedge funds and large institutions have $7.76B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 146 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-18
Holders Change %
-4.19%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
155
Reduced
146
Closed
66
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$150M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$660M
3
DCP
3
Durable Capital Partners
Maryland
$123M
4
WA
4
Wasatch Advisors
Utah
$412M
5
Invesco
5
Invesco
Georgia
$244M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.4M
2
Handelsbanken Fonder
2
Handelsbanken Fonder
Sweden
$10.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46M
4
Squarepoint
4
Squarepoint
New York
$6.24M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
351
Rise Advisors
New York
$21.8K +$21.8K +127 New
GJWM
352
Gilliland Jeter Wealth Management
Arkansas
$21.5K +$21.5K +125 New
SWS
353
SYSTM Wealth Solutions
Illinois
$21.3K – – –
S
354
SignatureFD
Georgia
$21.1K +$172 +1 +0.8%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$21K +$21K +123 New
MA
356
Montag & Associates
Georgia
$19.1K – – –
SS
357
Sunbelt Securities
Texas
$17.9K +$17.9K +104 New
LS
358
Livforsakringsbolaget Skandia
Sweden
$17.2K – – –
AS
359
AM Squared
Hong Kong
$17.2K +$17.2K +100 New
RBC
360
Roble Belko & Company
Pennsylvania
$15K – – –
CTC
361
Central Trust Company
Missouri
$14.4K – – –
CA
362
Continuum Advisory
Idaho
$14.3K +$14.3K +87 New
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$14K +$3.04K +18 +28%
CAM
364
Creekmur Asset Management
Illinois
$13.6K – – –
AIM
365
Arcadia Investment Management
Michigan
$12K -$9.97K -58 -45%
ECM
366
Estabrook Capital Management
New York
$12K – – –
LC
367
Lindbrook Capital
California
$11K -$1.03K -6 -9%
HIIFS
368
Harel Insurance Investments & Financial Services
Israel
$10K -$1.86K -11 -16%
WTC
369
WhitTier Trust Company
Nevada
$9.62K +$344 +2 +4%
HFS
370
Hantz Financial Services
Michigan
$9K +$8.65K +49 +2,450%
IFAM
371
Institutional & Family Asset Management
Colorado
$8.42K -$687 -4 -8%
PTC
372
Private Trust Company
Ohio
$8.42K – – –
FRA
373
Front Row Advisors
California
$8.42K +$8.42K +49 New
CT
374
Colonial Trust
South Carolina
$8.15K – – –
CPG
375
Cornerstone Planning Group
New Jersey
$7.54K -$1.01K -6 -12%
13 14
15
16 17