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Paylocity
PCTY

Overview Fund Activity

436 hedge funds and large institutions have $7.97B invested in Paylocity in 2022 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 137 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+51
Holders Change %
+13.25%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
108
Increased
137
Reduced
143
Closed
52
Calls
$18.7M
Puts
$39.7M
Net Calls
-$21M
Net Calls Change
-$31.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$188M
2
BlackRock
2
BlackRock
New York
$869M
3
Man Group
3
Man Group
United Kingdom
$36.5M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$105M
5
State Street
5
State Street
Massachusetts
$242M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.12B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.75M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$86.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$196M
5
GKIM
5
GW&K Investment Management
Massachusetts
$65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
401
Fiduciary Alliance
South Carolina
$4.47K +$4.47K +23 New
GWS
402
Glassman Wealth Services
Virginia
$4.08K +$194 +1 +5%
AAP
403
Arax Advisory Partners
Colorado
$3.89K -$1.36K -7 -26%
BWL
404
Bogart Wealth LLC
Virginia
$3.89K – – –
AAM
405
Advisors Asset Management
Colorado
$3.5K +$3.5K +18 New
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$3.11K – – –
IA
407
IFP Advisors
Florida
$3K -$17.4K -214 -85%
JWA
408
JFS Wealth Advisors
Pennsylvania
$2.91K -$971 -5 -25%
CPG
409
Cornerstone Planning Group
New Jersey
$2.74K +$2.74K +14 New
QC
410
Quent Capital
New York
$2.72K – – –
GI
411
Gradient Investments
Minnesota
$2.53K -$21K -108 -89%
CAL
412
Capital Advisors Ltd
Ohio
$2K -$1.25K -5 -38%
BTI
413
Blue Trust Inc
Georgia
$2K -$250 -1 -11%
BCH
414
Berkshire Capital Holdings
California
$1.94K – – –
TC
415
Truvestments Capital
Florida
$1.94K +$1.94K +10 New
GRP
416
Global Retirement Partners
California
$1.75K +$1.75K +9 New
NC
417
NewSquare Capital
Pennsylvania
$1.55K +$1.55K +8 New
EWA
418
EverSource Wealth Advisors
Alabama
$1.17K – – –
BIA
419
Bell Investment Advisors
California
$1.17K – – –
SFG
420
Steward Financial Group
Texas
$1K +$1K +10 New
MCC
421
Money Concepts Capital
Florida
$971 – – –
CYG
422
Clean Yield Group
Vermont
$971 – – –
SCA
423
Stonebridge Capital Advisors
Minnesota
$971 – – –
SWA
424
Sutton Wealth Advisors
Florida
$971 – – –
BAAM
425
Baker Avenue Asset Management
California
$971 +$971 +5 New
15 16
17
18 19