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Paylocity
PCTY

Overview Fund Activity

440 hedge funds and large institutions have $8.45B invested in Paylocity in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 154 reducing their positions, and 40 closing their positions.

Holders
440
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
7.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
170
Reduced
154
Closed
40
Calls
$13.3M
Puts
$27.3M
Net Calls
-$14M
Net Calls Change
+$6.91M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
ESCM
2
Echo Street Capital Management
New York
$145M
3
AAM
3
Ardevora Asset Management
United Kingdom
$54.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Swedbank
5
Swedbank
Sweden
$65.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$181M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$7.54M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FRA
401
Front Row Advisors
California
$7K 36 -2 -5%
PFP
402
Pinnacle Financial Partners
Tennessee
$6.76K 34 – –
AAP
403
Arax Advisory Partners
Colorado
$6.76K 34 +14 +70%
LC
404
Lindbrook Capital
California
$6.56K 33 -3 -8%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$6.36K 32 -2 -6%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$6.16K 31 – –
BWL
407
Bogart Wealth LLC
Virginia
$3.98K 20 – –
GRP
408
Global Retirement Partners
California
$3.93K 21 +12 +133%
GWS
409
Glassman Wealth Services
Virginia
$3.58K 18 -3 -14%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$3.58K 18 +2 +13%
GI
411
Gradient Investments
Minnesota
$3.18K 16 +3 +23%
JWA
412
JFS Wealth Advisors
Pennsylvania
$2.98K 15 – –
WTA
413
Washington Trust Advisors
Massachusetts
$2.98K 15 +15 New
QC
414
Quent Capital
New York
$2.78K 14 – –
EI
415
Ellevest Inc
New York
$2.58K 13 +13 New
MIA
416
Milestone Investment Advisors
Wisconsin
$2.39K 12 +12 New
CAL
417
Capital Advisors Ltd
Ohio
$2K 8 – –
BTI
418
Blue Trust Inc
Georgia
$2K 12 +4 +50%
SFG
419
Steward Financial Group
Texas
$2K 14 +4 +40%
BCH
420
Berkshire Capital Holdings
California
$1.99K 10 – –
PWMG
421
Prestige Wealth Management Group
New Jersey
$1.59K 8 -16 -67%
NC
422
NewSquare Capital
Pennsylvania
$1.59K 8 – –
PTC
423
Private Trust Company
Ohio
$1.39K 7 +7 New
EWA
424
EverSource Wealth Advisors
Alabama
$1.19K 6 – –
BIA
425
Bell Investment Advisors
California
$1.19K 6 – –
15 16
17
18 19