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Paylocity

441 hedge funds and large institutions have $7.7B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
143
Reduced
174
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
376
RiverPark Advisors
New York
$42.7K +$42.7K +235 New
DGAM
377
Desjardins Global Asset Management
Quebec, Canada
$42.3K +$42.3K +233 New
NA
378
NewEdge Advisors
Louisiana
$29.7K -$31K -170 -51%
MIFH
379
Migdal Insurance & Financial Holdings
Israel
$29K -$4.09K -23 -12%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$27.3K
BC
381
Bartlett & Co
Ohio
$27K
JSAM
382
J. Safra Asset Management
New York
$24.5K +$24.5K +135 New
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$21K -$2.19K -12 -9%
MA
384
Montag & Associates
Georgia
$20.2K +$20.2K +111 New
LF
385
Lee Financial
Texas
$18.7K
LS
386
Livforsakringsbolaget Skandia
Sweden
$18.2K
CFB
387
Cullen/Frost Bankers
Texas
$16.9K
AF
388
Allworth Financial
California
$16.4K
RBC
389
Roble Belko & Company
Pennsylvania
$16K
PA
390
Parallel Advisors
California
$15.8K +$3.82K +21 +32%
CTC
391
Central Trust Company
Missouri
$15.3K -$10.9K -60 -42%
ECM
392
Estabrook Capital Management
New York
$12.7K
VWM
393
Venturi Wealth Management
Texas
$12.4K
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$12K +$938 +5 +8%
MA
395
MCF Advisors
Kentucky
$11.4K
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$10.5K
LFA
397
LGT Financial Advisors
Texas
$10.5K +$10.5K +58 New
CT
398
Colonial Trust
South Carolina
$9.33K +$3.38K +17 +57%
CPG
399
Cornerstone Planning Group
New Jersey
$9.27K -$3.82K -21 -29%
BIA
400
Bell Investment Advisors
California
$8.36K +$363 +2 +5%