PCTY icon

Paylocity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
351
Principal Securities
Iowa
$27.4K -$16.8K -102 -38%
AAP
352
Arax Advisory Partners
Colorado
$26.2K +$26.2K +159 New
BCWM
353
Bartlett & Co Wealth Management
Ohio
$24.7K
AF
354
Allworth Financial
California
$24.4K -$8.25K -50 -25%
WTC
355
WhitTier Trust Company
Nevada
$23.9K -$330 -2 -1%
Allspring Global Investments
356
Allspring Global Investments
North Carolina
$21.4K -$11M -66,655 -100%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$21K +$7.56K +45 +56%
RA
358
Rise Advisors
New York
$21K
GJWM
359
Gilliland Jeter Wealth Management
Arkansas
$20.6K
AssetMark Inc
360
AssetMark Inc
California
$20.6K
FFA
361
Farther Finance Advisors
California
$20.3K +$13.2K +80 +186%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$20K
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$16.5K +$15.3K +93 +1,329%
MA
364
Montag & Associates
Georgia
$16K -$2.31K -14 -13%
Mitsubishi UFJ Asset Management
365
Mitsubishi UFJ Asset Management
Japan
$15.3K -$4.24M -25,723 -100%
RBC
366
Roble Belko & Company
Pennsylvania
$15K
NA
367
NewEdge Advisors
Louisiana
$14.9K -$22.4K -135 -60%
CTC
368
Central Trust Company
Missouri
$13.9K
CAM
369
Creekmur Asset Management
Illinois
$13K
PIM
370
Plato Investment Management
Australia
$12.4K -$600K -3,640 -98%
ECM
371
Estabrook Capital Management
New York
$11.5K
LC
372
Lindbrook Capital
California
$10.4K +$2.8K +17 +37%
PA
373
Parallel Advisors
California
$9.24K +$4.45K +27 +93%
PTC
374
Private Trust Company
Ohio
$8.08K
CFB
375
Cullen/Frost Bankers
Texas
$8.08K +$7.59K +46 +1,533%