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Paylocity
PCTY

Overview Fund Activity

452 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
149
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
351
Versant Capital Management
Arizona
$79.6K – – –
PPC
352
Park Place Capital
Alabama
$77.2K -$3.79K -19 -5%
GI
353
GAMMA Investing
California
$76.6K +$23.1K +116 +43%
AF
354
Advisornet Financial
Minnesota
$72.8K -$3.39K -17 -4%
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.9K +$71.9K +350 New
GC
356
Globeflex Capital
California
$69.6K – – –
QCG
357
Quadrant Capital Group
Ohio
$68.4K +$4.39K +22 +7%
S
358
SignatureFD
Georgia
$61K +$199 +1 +0.3%
RIL
359
Rothschild Investment LLC
Illinois
$59.8K – – –
BTI
360
Blue Trust Inc
Georgia
$58.4K -$72.6K -364 -55%
SPIA
361
Steward Partners Investment Advisory
New York
$54.7K +$12.6K +63 +30%
EWA
362
EverSource Wealth Advisors
Alabama
$54.1K +$44.9K +225 +489%
FHA
363
First Horizon Advisors
Tennessee
$53.1K -$4.39K -22 -8%
CFGS
364
Concourse Financial Group Securities
Alabama
$53K -$4.55K -23 -8%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$51.3K +$598 +3 +1%
UB
366
UMB Bank
Missouri
$49.3K +$14.4K +72 +41%
HI
367
Horizon Investments
North Carolina
$47.3K +$2.59K +13 +6%
MCM
368
MAI Capital Management
Ohio
$45.9K +$45.9K +230 New
AAM
369
Advisors Asset Management
Colorado
$41.9K -$21.1K -106 -34%
PS
370
Principal Securities
Iowa
$37.3K +$4.19K +21 +13%
BC
371
Bayforest Capital
United Kingdom
$34.9K +$34.9K +175 New
WTC
372
WhitTier Trust Company
Nevada
$30.5K +$1.6K +8 +6%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$29.9K – – –
SS
374
SBI Securities
Japan
$28.9K +$28.9K +145 New
AAP
375
Arax Advisory Partners
Colorado
$28.5K -$3.19K -16 -10%
13 14
15
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