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Paylocity
PCTY

Overview Fund Activity

431 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
152
Reduced
159
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.41B
2
Invesco
Invesco
Georgia
$181M
3
Capital International Investors
Capital International Investors
California
$200M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$508M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$82.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.1M
4
Franklin Resources
Franklin Resources
California
$415K
5
American Century Companies
American Century Companies
Missouri
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
376
Lee Financial
Texas
$17K – – –
LS
377
Livforsakringsbolaget Skandia
Sweden
$16.5K – – –
RBC
378
Roble Belko & Company
Pennsylvania
$15K – – –
AF
379
Allworth Financial
California
$13.8K -$989 -6 -7%
CTC
380
Central Trust Company
Missouri
$13.8K – – –
CAM
381
Creekmur Asset Management
Illinois
$13K +$13K +79 New
PIM
382
Plato Investment Management
Australia
$12.4K +$12.4K +75 New
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$12K -$7.71K -45 -39%
ECM
384
Estabrook Capital Management
New York
$11.5K – – –
LC
385
Lindbrook Capital
California
$11.5K +$4.62K +28 +67%
VWM
386
Venturi Wealth Management
Texas
$11.2K – – –
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$11K +$169 +1 +2%
WTC
388
WhitTier Trust Company
Nevada
$8.9K +$5.77K +35 +184%
IFAM
389
Institutional & Family Asset Management
Colorado
$8.74K +$8.74K +53 New
CPG
390
Cornerstone Planning Group
New Jersey
$8.41K – – –
PTC
391
Private Trust Company
Ohio
$8.08K +$6.92K +42 +600%
CT
392
Colonial Trust
South Carolina
$7.86K – – –
PA
393
Parallel Advisors
California
$6.92K -$7.42K -45 -52%
TCOV
394
Trust Company of Vermont
Vermont
$6.1K – – –
SWM
395
Spire Wealth Management
Virginia
$5.49K – – –
MA
396
MCF Advisors
Kentucky
$5.44K -$4.95K -30 -48%
RIM
397
Rakuten Investment Management
Japan
$5.35K +$5.35K +32 New
GRP
398
Global Retirement Partners
California
$4.76K +$2.3K +15 +94%
CTWM
399
Cherry Tree Wealth Management
Minnesota
$4.45K – – –
WTG
400
West Tower Group
Virginia
$4.29K +$2.47K +15 +136%
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16
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