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Paylocity
PCTY

Overview Fund Activity

412 hedge funds and large institutions have $7.76B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 146 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-18
Holders Change %
-4.19%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
155
Reduced
146
Closed
66
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$150M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$660M
3
DCP
3
Durable Capital Partners
Maryland
$123M
4
WA
4
Wasatch Advisors
Utah
$412M
5
Invesco
5
Invesco
Georgia
$244M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.4M
2
Handelsbanken Fonder
2
Handelsbanken Fonder
Sweden
$10.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46M
4
Squarepoint
4
Squarepoint
New York
$6.24M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMM
401
Naples Money Management
Florida
$1.03K -$172 -1 -14%
DPW
402
DiNuzzo Private Wealth
Pennsylvania
$860 – – –
CCM
403
Chilton Capital Management
Texas
$860 – – –
JFA
404
JNBA Financial Advisors
Minnesota
$688 – – –
SIC
405
SJS Investment Consulting
Ohio
$688 +$172 +1 +33%
QC
406
Quent Capital
New York
$687 -$1.72K -10 -71%
GI
407
Gradient Investments
Minnesota
$516 -$2.92K -17 -85%
MCM
408
Manchester Capital Management
Vermont
$344 – – –
BIA
409
Bell Investment Advisors
California
$344 – – –
TWD
410
True Wealth Design
Ohio
$344 +$172 +1 +100%
TFM
411
TFC Financial Management
Massachusetts
$172 +$172 +1 New
Swedbank
412
Swedbank
Sweden
– -$26.4M -160,400 Closed
Massachusetts Financial Services
413
Massachusetts Financial Services
Massachusetts
– -$15.1M -91,503 Closed
Marshall Wace
414
Marshall Wace
United Kingdom
– -$13.8M -83,881 Closed
MFWM
415
Motley Fool Wealth Management
Virginia
– -$7.23M -43,918 Closed
MFAM
416
Motley Fool Asset Management
Virginia
– -$7.11M -43,124 Closed
GC
417
Gillson Capital
Illinois
– -$7.01M -42,499 Closed
Canada Pension Plan Investment Board
418
Canada Pension Plan Investment Board
Ontario, Canada
– -$6.74M -40,900 Closed
CM
419
Crestline Management
Texas
– -$4.92M -29,869 Closed
ACM
420
Aquatic Capital Management
Illinois
– -$3.84M -23,300 Closed
CP
421
CenterBook Partners
Connecticut
– -$3.17M -19,217 Closed
WCM
422
Westerly Capital Management
California
– -$2.8M -17,000 Closed
Schroder Investment Management Group
423
Schroder Investment Management Group
United Kingdom
– -$2.79M -16,903 Closed
Tudor Investment Corp
424
Tudor Investment Corp
Connecticut
– -$2.65M -16,079 Closed
PHK
425
Point72 Hong Kong
Hong Kong
– -$2.51M -15,227 Closed
15 16
17
18 19