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Paylocity
PCTY

Overview Fund Activity

412 hedge funds and large institutions have $7.76B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 146 reducing their positions, and 66 closing their positions.

Holders
412
Holders Change
-18
Holders Change %
-4.19%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
155
Reduced
146
Closed
66
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$150M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$660M
3
DCP
3
Durable Capital Partners
Maryland
$123M
4
WA
4
Wasatch Advisors
Utah
$412M
5
Invesco
5
Invesco
Georgia
$244M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.4M
2
Handelsbanken Fonder
2
Handelsbanken Fonder
Sweden
$10.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46M
4
Squarepoint
4
Squarepoint
New York
$6.24M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
376
CoreCap Advisors
Michigan
$7.39K 43 +43 New
SWM
377
Spire Wealth Management
Virginia
$6.19K 36 – –
PA
378
Parallel Advisors
California
$6.02K 35 -7 -17%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$6.02K 35 +13 +59%
GRP
380
Global Retirement Partners
California
$5.67K 33 +2 +6%
FFA
381
Farther Finance Advisors
California
$5.53K 33 +16 +94%
Credit Agricole
382
Credit Agricole
France
$4.88K 31 +31 New
CTWM
383
Cherry Tree Wealth Management
Minnesota
$4.64K 27 – –
CP
384
Castleview Partners
Texas
$4.3K 25 – –
SPIA
385
Steward Partners Investment Advisory
New York
$3.78K 22 +22 New
BWL
386
Bogart Wealth LLC
Virginia
$3.44K 20 – –
MG
387
Mather Group
Illinois
$3.3K 20 +20 New
WTA
388
Washington Trust Advisors
Massachusetts
$3.13K 18 – –
MA
389
MCF Advisors
Kentucky
$3.09K 18 -15 -45%
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$3.09K 18 – –
JWA
391
JFS Wealth Advisors
Pennsylvania
$2.58K 15 -2 -12%
UB
392
UMB Bank
Missouri
$1.89K 11 +11 New
MAM
393
Meeder Asset Management
Ohio
$1.89K 11 +11 New
EWA
394
EverSource Wealth Advisors
Alabama
$1.86K 12 – –
IA
395
IFP Advisors
Florida
$1.72K 10 +9 +900%
ACM
396
Anfield Capital Management
California
$1.72K 10 +10 New
A
397
AlphaQuest
New York
$1.38K 8 -982 -99%
AF
398
Allworth Financial
California
$1.38K 8 -76 -90%
PWA
399
Provenance Wealth Advisors
Florida
$1.2K 7 – –
WIA
400
Wetzel Investment Advisors
Indiana
$1.1K 7 – –
14 15
16
17 18