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Paylocity

455 hedge funds and large institutions have $5.72B invested in Paylocity in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 157 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+42
Holders Change %
+10.17%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
157
Reduced
142
Closed
43
Calls
$18.8M
Puts
$35.6M
Net Calls
-$16.8M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
376
GAMMA Investing
California
$30.9K -$9.1K -69 -23%
ANBT
377
American National Bank & Trust
Texas
$30.1K +$3.96K +30 +15%
NA
378
NewEdge Advisors
Louisiana
$29.7K -$10.7K -81 -26%
HI
379
Horizon Investments
North Carolina
$28.9K +$4.09K +31 +16%
AF
380
Allworth Financial
California
$28.3K +$27.2K +190 +2,375%
BCWM
381
Bartlett & Co Wealth Management
Ohio
$19.8K
WTC
382
WhitTier Trust Company
Nevada
$19.4K +$12K +91 +163%
CAS
383
Coppell Advisory Solutions
Texas
$18.9K +$18.9K +143 New
S
384
SignatureFD
Georgia
$18.2K +$1.98K +15 +12%
MIFH
385
Migdal Insurance & Financial Holdings
Israel
$17K +$17K +131 New
RA
386
Rise Advisors
New York
$16.7K
AssetMark Inc
387
AssetMark Inc
California
$16.5K -$1.19K -9 -7%
GJWM
388
Gilliland Jeter Wealth Management
Arkansas
$16.5K
QL
389
Quarry LP
New York
$16.3K +$16.3K +124 New
BCV
390
Banque Cantonale Vaudoise
Switzerland
$16K
MA
391
Montag & Associates
Georgia
$14.6K
SS
392
Sunbelt Securities
Texas
$13.7K
LS
393
Livforsakringsbolaget Skandia
Sweden
$13.2K
RBC
394
Roble Belko & Company
Pennsylvania
$12K
CTC
395
Central Trust Company
Missouri
$11.1K
CI Investments Inc
396
CI Investments Inc
Ontario, Canada
$11K -$413 -3 -4%
CAM
397
Creekmur Asset Management
Illinois
$10.4K
IC
398
Innealta Capital
Texas
$9.76K +$9.76K +74 New
ECM
399
Estabrook Capital Management
New York
$9.23K
AIM
400
Arcadia Investment Management
Michigan
$9.23K