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Paylocity

441 hedge funds and large institutions have $7.7B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
143
Reduced
174
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
401
Lindbrook Capital
California
$7.63K +$3.27K +18 +75%
FRA
402
Front Row Advisors
California
$7.45K -$182 -1 -2%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$6.91K
TCOV
404
Trust Company of Vermont
Vermont
$6.72K
SWM
405
Spire Wealth Management
Virginia
$6.54K
CTWM
406
Cherry Tree Wealth Management
Minnesota
$4.91K
CP
407
Castleview Partners
Texas
$4.54K +$4.54K +25 New
SFG
408
Steward Financial Group
Texas
$4K +$4K +24 New
GI
409
Gradient Investments
Minnesota
$3.63K
BWL
410
Bogart Wealth LLC
Virginia
$3.63K
JWA
411
JFS Wealth Advisors
Pennsylvania
$3.63K +$1.27K +7 +54%
WTC
412
WhitTier Trust Company
Nevada
$3.45K -$182 -1 -5%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$3.27K
GWS
414
Glassman Wealth Services
Virginia
$3.09K
GRP
415
Global Retirement Partners
California
$3.01K
MIA
416
Milestone Investment Advisors
Wisconsin
$2.73K +$2.73K +15 New
QC
417
Quent Capital
New York
$2.54K
EWA
418
EverSource Wealth Advisors
Alabama
$2.54K +$1.45K +8 +133%
VNA
419
Valley National Advisers
Pennsylvania
$2K +$2K +10 New
VF
420
VitalStone Financial
Texas
$2K +$2K +14 New
WTG
421
West Tower Group
Virginia
$2K -$12.5K -69 -86%
TPCW
422
TD Private Client Wealth
New York
$2K
BCH
423
Berkshire Capital Holdings
California
$1.82K
PWA
424
Provenance Wealth Advisors
Florida
$1.45K +$1.45K +8 New
HI
425
Harbour Investments
Wisconsin
$1.45K +$1.45K +8 New