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Paylocity
PCTY

Overview Fund Activity

436 hedge funds and large institutions have $7.75B invested in Paylocity in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
6.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
51
Increased
172
Reduced
158
Closed
54
Calls
$116M
Puts
$17.8M
Net Calls
+$98.3M
Net Calls Change
+$112M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
2
Capital International Investors
Capital International Investors
California
$102M
3
Swedbank
Swedbank
Sweden
$116M
4
RP
Riverbridge Partners
Minnesota
$170M
5
ESCM
Echo Street Capital Management
New York
$171M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$16.5M
2
Invesco
Invesco
Georgia
$47.5M
3
BlackRock
BlackRock
New York
$763M
4
Ameriprise
Ameriprise
Minnesota
$11.3M
5
Norges Bank
Norges Bank
Norway
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$6.83K -$11.6K -63 -63%
SWM
402
Spire Wealth Management
Virginia
$6.64K – – –
PFP
403
Pinnacle Financial Partners
Tennessee
$6.27K – – –
CT
404
Colonial Trust
South Carolina
$5.35K +$5.35K +30 New
CTWM
405
Cherry Tree Wealth Management
Minnesota
$4.98K +$4.98K +27 New
LC
406
Lindbrook Capital
California
$4.43K -$1.66K -9 -27%
FA
407
Fiduciary Alliance
South Carolina
$4.24K +$4.24K +23 New
BWL
408
Bogart Wealth LLC
Virginia
$3.69K – – –
GI
409
Gradient Investments
Minnesota
$3.69K +$738 +4 +25%
WTC
410
WhitTier Trust Company
Nevada
$3.69K +$3.69K +20 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$3.32K – – –
GWS
412
Glassman Wealth Services
Virginia
$3.14K -$185 -1 -6%
GRP
413
Global Retirement Partners
California
$2.95K -$923 -5 -24%
WTA
414
Washington Trust Advisors
Massachusetts
$2.77K – – –
QC
415
Quent Capital
New York
$2.58K – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$2.4K -$369 -2 -13%
TPCW
417
TD Private Client Wealth
New York
$2.03K +$2.03K +11 New
BCH
418
Berkshire Capital Holdings
California
$1.85K – – –
PWMG
419
Prestige Wealth Management Group
New Jersey
$1.48K – – –
PTC
420
Private Trust Company
Ohio
$1.29K – – –
2L
421
25 LLC
Missouri
$1.29K +$643 +3 +100%
EWA
422
EverSource Wealth Advisors
Alabama
$1.11K – – –
IA
423
IFP Advisors
Florida
$1.11K +$1.11K +6 New
CAL
424
Capital Advisors Ltd
Ohio
$1K -$1.67K -5 -63%
BAAM
425
Baker Avenue Asset Management
California
$923 – – –
15 16
17
18 19