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Paylocity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
376
IFP Advisors
Florida
$7.92K +$5.28K +32 +200%
EWA
377
EverSource Wealth Advisors
Alabama
$7.59K +$5.44K +33 +254%
CT
378
Colonial Trust
South Carolina
$7.59K
CA
379
CoreCap Advisors
Michigan
$7.09K -$660 -4 -9%
LI
380
LRI Investments
Florida
$6.37K
CA
381
Clearstead Advisors
Ohio
$5.61K -$54.9K -333 -91%
TC
382
Truvestments Capital
Florida
$5.61K +$5.61K +34 New
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$5.44K +$3.13K +19 +136%
Credit Agricole
384
Credit Agricole
France
$5.11K -$1.01M -6,100 -99%
CTWM
385
Cherry Tree Wealth Management
Minnesota
$4.46K
LIS
386
Legacy Investment Solutions
Idaho
$3.81K +$3.81K +18 New
LWMI
387
Legacy Wealth Management (Idaho)
Idaho
$3.81K +$3.81K +18 New
WWM
388
Wolff Wiese Magana
California
$3.8K +$3.8K +23 New
WSFS
389
Wilmington Savings Fund Society
Delaware
$3.79K +$3.79K +23 New
CA
390
Continuum Advisory
Idaho
$3.49K -$6.37K -31 -65%
ATS
391
Ashton Thomas Securities
New York
$3.46K +$3.46K +21 New
MG
392
Mather Group
Illinois
$3.3K
BWL
393
Bogart Wealth LLC
Virginia
$3.3K
WTA
394
Washington Trust Advisors
Massachusetts
$3.18K +$3.18K +19 New
CPG
395
Cornerstone Planning Group
New Jersey
$3.17K
VF
396
VitalStone Financial
Texas
$3.13K -$330 -2 -10%
MIFH
397
Migdal Insurance & Financial Holdings
Israel
$3K -$20.1K -114 -87%
GRP
398
Global Retirement Partners
California
$2.97K -$2.31K -14 -44%
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$2.97K
LFA
400
LGT Financial Advisors
Texas
$2.97K +$2.97K +18 New