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Paylocity

451 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+26
Holders Change %
+6.12%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
148
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
376
Mirae Asset Global Investments
South Korea
$27.4K -$16.2K -81 -37%
RA
377
Rise Advisors
New York
$25.3K
AssetMark Inc
378
AssetMark Inc
California
$25.1K +$199 +1 +0.8%
CAS
379
Coppell Advisory Solutions
Texas
$23.8K +$23.6K +118 +11,800%
FFA
380
Farther Finance Advisors
California
$23.5K -$997 -5 -4%
LC
381
Lindbrook Capital
California
$21.7K +$9.18K +46 +73%
GM
382
GeoWealth Management
Illinois
$20.7K +$20.7K +104 New
MA
383
Montag & Associates
Georgia
$19.3K
CA
384
CoreCap Advisors
Michigan
$19.1K +$10.6K +53 +123%
Mitsubishi UFJ Asset Management
385
Mitsubishi UFJ Asset Management
Japan
$18.5K
NA
386
NewEdge Advisors
Louisiana
$18K
RBC
387
Roble Belko & Company
Pennsylvania
$18K
CTC
388
Central Trust Company
Missouri
$17.6K +$798 +4 +5%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$16K -$9.64K -47 -38%
CAM
390
Creekmur Asset Management
Illinois
$15.8K
ECM
391
Estabrook Capital Management
New York
$14K
TH
392
TCTC Holdings
Texas
$13.8K +$13.8K +69 New
PIM
393
Plato Investment Management
Australia
$13.2K -$1.8K -9 -12%
PA
394
Parallel Advisors
California
$12.6K +$1.4K +7 +13%
IA
395
IFP Advisors
Florida
$11K +$1.04K +5 +10%
CA
396
Clearstead Advisors
Ohio
$10.6K +$3.79K +19 +56%
MG
397
Mather Group
Illinois
$10.2K +$6.18K +31 +155%
PTC
398
Private Trust Company
Ohio
$9.77K
Group One Trading
399
Group One Trading
Illinois
$9.77K +$9.77K +49 New
CT
400
Colonial Trust
South Carolina
$9.38K