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Paylocity

417 hedge funds and large institutions have $7.77B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $103M | Put options by funds: $56.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $7.26B → $7.77B (+$510M)

1.87% more ownership

Funds ownership: 78.42%80.28% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

4% less funds holding

Funds holding: 435417 (-18)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
157
Reduced
146
Closed
67
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Anfield Capital Management
California
$1.72K +$1.65K +10 New
A
402
AlphaQuest
New York
$1.38K -$162K -982 -99%
AF
403
Allworth Financial
California
$1.38K -$12.6K -76 -90%
PWA
404
Provenance Wealth Advisors
Florida
$1.2K
WIA
405
Wetzel Investment Advisors
Indiana
$1.1K
NMM
406
Naples Money Management
Florida
$1.03K -$165 -1 -14%
CCM
407
Chilton Capital Management
Texas
$860
DPW
408
DiNuzzo Private Wealth
Pennsylvania
$860
JFA
409
JNBA Financial Advisors
Minnesota
$688
SIC
410
SJS Investment Consulting
Ohio
$688 +$165 +1 +33%
QC
411
Quent Capital
New York
$687 -$1.65K -10 -71%
GI
412
Gradient Investments
Minnesota
$516 -$2.81K -17 -85%
BIA
413
Bell Investment Advisors
California
$344
MCM
414
Manchester Capital Management
Vermont
$344
TWD
415
True Wealth Design
Ohio
$344 +$165 +1 +100%
TFM
416
TFC Financial Management
Massachusetts
$172 +$165 +1 New
Swedbank
417
Swedbank
Sweden
-$26.4M -160,400 Closed
Massachusetts Financial Services
418
Massachusetts Financial Services
Massachusetts
-$15.1M -91,503 Closed
Marshall Wace
419
Marshall Wace
United Kingdom
-$13.8M -83,881 Closed
MFWM
420
Motley Fool Wealth Management
Virginia
-$7.23M -43,918 Closed
MFAM
421
Motley Fool Asset Management
Virginia
-$7.11M -43,124 Closed
GC
422
Gillson Capital
Illinois
-$7.01M -42,499 Closed
Canada Pension Plan Investment Board
423
Canada Pension Plan Investment Board
Ontario, Canada
-$6.74M -40,900 Closed
CM
424
Crestline Management
Texas
-$4.92M -29,869 Closed
ACM
425
Aquatic Capital Management
Illinois
-$3.84M -23,300 Closed