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Paylocity

455 hedge funds and large institutions have $5.72B invested in Paylocity in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 157 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+42
Holders Change %
+10.17%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
157
Reduced
142
Closed
43
Calls
$18.8M
Puts
$35.6M
Net Calls
-$16.8M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
401
Macroview Investment Management
Maryland
$7.12K +$7.12K +54 New
PTC
402
Private Trust Company
Ohio
$6.46K
IFAM
403
Institutional & Family Asset Management
Colorado
$6.46K
CA
404
Continuum Advisory
Idaho
$6.33K -$5.14K -39 -45%
CT
405
Colonial Trust
South Carolina
$6.21K
CA
406
CoreCap Advisors
Michigan
$6.2K +$527 +4 +9%
IAIM
407
International Assets Investment Management
Florida
$6.2K +$6.2K +47 New
LC
408
Lindbrook Capital
California
$6.07K -$2.37K -18 -28%
BTI
409
Blue Trust Inc
Georgia
$5.84K +$5.84K +34 New
FFA
410
Farther Finance Advisors
California
$5.68K +$1.32K +10 +30%
FRA
411
Front Row Advisors
California
$5.54K -$923 -7 -14%
ATPW
412
Ashton Thomas Private Wealth
Arizona
$5.01K +$5.01K +38 New
SWM
413
Spire Wealth Management
Virginia
$4.35K -$396 -3 -8%
GRP
414
Global Retirement Partners
California
$4.22K -$132 -1 -3%
LI
415
LRI Investments
Florida
$4.09K +$4.09K +31 New
PA
416
Parallel Advisors
California
$3.82K -$791 -6 -17%
CTWM
417
Cherry Tree Wealth Management
Minnesota
$3.56K
VAG
418
VisionPoint Advisory Group
Texas
$3.56K +$3.56K +27 New
MG
419
Mather Group
Illinois
$3.44K
VF
420
VitalStone Financial
Texas
$2.77K +$2.77K +21 New
CPG
421
Cornerstone Planning Group
New Jersey
$2.76K -$4.13K -27 -60%
BWL
422
Bogart Wealth LLC
Virginia
$2.64K
MA
423
MCF Advisors
Kentucky
$2.37K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$2.37K
IA
425
IFP Advisors
Florida
$2.11K +$791 +6 +60%