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Paylocity
PCTY

Overview Fund Activity

440 hedge funds and large institutions have $8.45B invested in Paylocity in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 154 reducing their positions, and 40 closing their positions.

Holders
440
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
7.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
170
Reduced
154
Closed
40
Calls
$13.3M
Puts
$27.3M
Net Calls
-$14M
Net Calls Change
+$6.91M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
ESCM
2
Echo Street Capital Management
New York
$145M
3
AAM
3
Ardevora Asset Management
United Kingdom
$54.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Swedbank
5
Swedbank
Sweden
$65.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$181M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$7.54M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
376
Huntington National Bank
Ohio
$35K -$22.7K -114 -39%
ST
377
Sageworth Trust
Pennsylvania
$34K – – –
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.8K – – –
HFM
379
Harvest Fund Management
China
$33K +$33K +164 New
BC
380
Bartlett & Co
Ohio
$30K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$29.8K – – –
ECM
382
EMC Capital Management
Texas
$29K – – –
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$27K -$8.54K -43 -24%
AssetMark Inc
384
AssetMark Inc
California
$24.8K – – –
TCOV
385
Trust Company of Vermont
Vermont
$19.9K – – –
LS
386
Livforsakringsbolaget Skandia
Sweden
$19.9K – – –
AF
387
Allworth Financial
California
$18.7K +$1.39K +7 +8%
RBC
388
Roble Belko & Company
Pennsylvania
$18K – – –
LF
389
Lee Financial
Texas
$16.9K -$1.59K -8 -9%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$3.58K +18 +27%
RTC
391
Riverview Trust Company
Washington
$14.9K – – –
ECM
392
Estabrook Capital Management
New York
$13.9K – – –
VWM
393
Venturi Wealth Management
Texas
$13.5K +$13.5K +68 New
PA
394
Parallel Advisors
California
$13.5K -$7.36K -37 -35%
HWM
395
HighMark Wealth Management
Minnesota
$13.1K +$13.1K +66 New
MA
396
MCF Advisors
Kentucky
$12.5K – – –
MIM
397
Macroview Investment Management
Maryland
$12.1K +$1.39K +7 +13%
AAM
398
Advisors Asset Management
Colorado
$9.34K +$5.77K +29 +161%
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$8.75K -$1.79K -9 -17%
SWM
400
Spire Wealth Management
Virginia
$7.16K – – –
14 15
16
17 18