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Paylocity

417 hedge funds and large institutions have $7.77B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $103M | Put options by funds: $56.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $7.26B → $7.77B (+$510M)

1.87% more ownership

Funds ownership: 78.42%80.28% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

4% less funds holding

Funds holding: 435417 (-18)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
157
Reduced
146
Closed
67
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$8.42K
FRA
377
Front Row Advisors
California
$8.42K +$8.09K +49 New
CT
378
Colonial Trust
South Carolina
$8.14K
CPG
379
Cornerstone Planning Group
New Jersey
$7.54K -$991 -6 -12%
CA
380
CoreCap Advisors
Michigan
$7.39K +$7.1K +43 New
SWM
381
Spire Wealth Management
Virginia
$6.19K
PA
382
Parallel Advisors
California
$6.01K -$1.16K -7 -17%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$6.01K +$2.15K +13 +59%
GRP
384
Global Retirement Partners
California
$5.67K +$330 +2 +6%
FFA
385
Farther Finance Advisors
California
$5.53K +$2.64K +16 +94%
Credit Agricole
386
Credit Agricole
France
$4.88K +$5.12K +31 New
CTWM
387
Cherry Tree Wealth Management
Minnesota
$4.64K
CP
388
Castleview Partners
Texas
$4.3K
SPIA
389
Steward Partners Investment Advisory
New York
$3.78K +$3.63K +22 New
BWL
390
Bogart Wealth LLC
Virginia
$3.44K
MG
391
Mather Group
Illinois
$3.3K +$3.3K +20 New
WTA
392
Washington Trust Advisors
Massachusetts
$3.13K
MA
393
MCF Advisors
Kentucky
$3.09K -$2.48K -15 -45%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$3.09K
JWA
395
JFS Wealth Advisors
Pennsylvania
$2.58K -$330 -2 -12%
LSA
396
Leonteq Securities AG
Switzerland
$2.06K
MAM
397
Meeder Asset Management
Ohio
$1.89K +$1.82K +11 New
UB
398
UMB Bank
Missouri
$1.89K +$1.82K +11 New
EWA
399
EverSource Wealth Advisors
Alabama
$1.86K
IA
400
IFP Advisors
Florida
$1.72K +$1.49K +9 +900%