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Paylocity
PCTY

Overview Fund Activity

436 hedge funds and large institutions have $7.75B invested in Paylocity in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
6.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
51
Increased
172
Reduced
158
Closed
54
Calls
$116M
Puts
$17.8M
Net Calls
+$98.3M
Net Calls Change
+$112M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
2
Capital International Investors
Capital International Investors
California
$102M
3
Swedbank
Swedbank
Sweden
$116M
4
RP
Riverbridge Partners
Minnesota
$170M
5
ESCM
Echo Street Capital Management
New York
$171M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$16.5M
2
Invesco
Invesco
Georgia
$47.5M
3
BlackRock
BlackRock
New York
$763M
4
Ameriprise
Ameriprise
Minnesota
$11.3M
5
Norges Bank
Norges Bank
Norway
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K – – –
BC
377
Bartlett & Co
Ohio
$28K – – –
BCWM
378
Bartlett & Co Wealth Management
Ohio
$27.7K – – –
CTC
379
Central Trust Company
Missouri
$26.6K -$46.7K -253 -64%
AssetMark Inc
380
AssetMark Inc
California
$23.1K – – –
AAM
381
Advisors Asset Management
Colorado
$23.1K +$14.4K +78 +166%
HIIFS
382
Harel Insurance Investments & Financial Services
Israel
$23K -$1.63K -9 -7%
LF
383
Lee Financial
Texas
$19K +$3.32K +18 +21%
SF
384
Safeguard Financial
Wisconsin
$19K +$19K +103 New
LS
385
Livforsakringsbolaget Skandia
Sweden
$18.5K – – –
CFB
386
Cullen/Frost Bankers
Texas
$17.2K +$17.2K +93 New
AF
387
Allworth Financial
California
$16.6K -$738 -4 -4%
RBC
388
Roble Belko & Company
Pennsylvania
$16K – – –
WTG
389
West Tower Group
Virginia
$14.8K +$14.8K +80 New
CPG
390
Cornerstone Planning Group
New Jersey
$13.3K +$13.3K +72 New
ECM
391
Estabrook Capital Management
New York
$12.9K – – –
VWM
392
Venturi Wealth Management
Texas
$12.5K – – –
PA
393
Parallel Advisors
California
$12.2K -$369 -2 -3%
MA
394
MCF Advisors
Kentucky
$11.6K – – –
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$11K +$10.6K +57 +2,850%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$10.7K -$4.98K -27 -32%
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$8.12K – – –
BIA
398
Bell Investment Advisors
California
$8.12K +$7.01K +38 +633%
FRA
399
Front Row Advisors
California
$8K +$1.14K +6 +17%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$7.01K +$1.29K +7 +23%
14 15
16
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