PCTY icon

Paylocity

351 hedge funds and large institutions have $9.01B invested in Paylocity in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+15
Holders Change %
+4.46%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
124
Reduced
112
Closed
48
Calls
$24.5M
Puts
$18.2M
Net Calls
+$6.36M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
376
Algert Global
California
-$239K -852 Closed
WA
377
Wealth Alliance
New York
-$238K -848 Closed
FTDI
378
First Trust Direct Indexing
Massachusetts
-$218K -777 Closed
CAM
379
Cresset Asset Management
Illinois
-$215K -765 Closed
CAM
380
Claret Asset Management
Quebec, Canada
-$213K -760 Closed
Los Angeles Capital Management
381
Los Angeles Capital Management
California
-$212K -756 Closed
CGA
382
Crescent Grove Advisors
Illinois
-$210K -750 Closed
FNT
383
First National Trust
Pennsylvania
-$207K -737 Closed
PAM
384
Panagora Asset Management
Massachusetts
-$202K -721 Closed
OSAM
385
O'Shaughnessy Asset Management
Connecticut
-$116K -413 Closed
BC
386
Bartlett & Co
Ohio
-$42K -150 Closed
BCWM
387
Bartlett & Co Wealth Management
Ohio
-$42.1K -150 Closed
CA
388
Clearstead Advisors
Ohio
-$33K -118 Closed
GRP
389
Global Retirement Partners
California
-$28K -100 Closed
RE
390
RBC Europe
United Kingdom
-$15.4K -55 Closed
JCM
391
Jacobi Capital Management
Pennsylvania
-$14K -50 Closed
MIM
392
Macroview Investment Management
Maryland
-$10K -34 Closed
AF
393
Allworth Financial
California
-$5K -19 Closed
AWA
394
Arkadios Wealth Advisors
Georgia
-$2K -9 Closed
FMP
395
Financial Management Professionals
Texas
-$1K -3 Closed