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Paylocity
PCTY

Overview Fund Activity

431 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
152
Reduced
159
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.41B
2
Invesco
Invesco
Georgia
$181M
3
Capital International Investors
Capital International Investors
California
$200M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$508M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$82.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.1M
4
Franklin Resources
Franklin Resources
California
$415K
5
American Century Companies
American Century Companies
Missouri
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
401
Castleview Partners
Texas
$4.12K – – –
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$3.63K -$5.94K -36 -62%
GI
403
Gradient Investments
Minnesota
$3.3K – – –
BWL
404
Bogart Wealth LLC
Virginia
$3.3K – – –
WTA
405
Washington Trust Advisors
Massachusetts
$3K +$3K +18 New
VF
406
VitalStone Financial
Texas
$3K +$529 +3 +21%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$2.97K – – –
JWA
408
JFS Wealth Advisors
Pennsylvania
$2.8K -$495 -3 -15%
FFA
409
Farther Finance Advisors
California
$2.8K +$2.8K +17 New
QC
410
Quent Capital
New York
$2.31K – – –
TCWA
411
Turtle Creek Wealth Advisors
Texas
$2.14K +$2.14K +13 New
EWA
412
EverSource Wealth Advisors
Alabama
$1.98K -$330 -2 -14%
GWS
413
Glassman Wealth Services
Virginia
$1.81K -$989 -6 -35%
TPCW
414
TD Private Client Wealth
New York
$1.81K – – –
SOW
415
State of Wyoming
Wyoming
$1.81K +$1.81K +11 New
AT
416
Arlington Trust
Alabama
$1.81K +$1.81K +11 New
PWA
417
Provenance Wealth Advisors
Florida
$1.15K -$165 -1 -13%
RFG
418
REAP Financial Group
Texas
$1.15K +$1.15K +7 New
NMM
419
Naples Money Management
Florida
$1.15K +$1.15K +7 New
WIA
420
Wetzel Investment Advisors
Indiana
$1K +$1K +7 New
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$825 +$825 +5 New
CCM
422
Chilton Capital Management
Texas
$825 +$825 +5 New
JFA
423
JNBA Financial Advisors
Minnesota
$660 – – –
SIC
424
SJS Investment Consulting
Ohio
$495 -$165 -1 -25%
BIA
425
Bell Investment Advisors
California
$330 -$7.26K -44 -96%
15 16
17
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