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Paylocity
PCTY

Overview Fund Activity

426 hedge funds and large institutions have $6.94B invested in Paylocity in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 123 increasing their positions, 176 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-29
Holders Change %
-6.37%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
72
Increased
123
Reduced
176
Closed
97
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.32M
Net Calls Change
+$15.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$233M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$76.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
Citadel Advisors
Citadel Advisors
Florida
$77.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$783M
2
BlackRock
BlackRock
New York
$650M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$3.11M
4
Millennium Management
Millennium Management
New York
$17.2M
5
UBS AM
UBS AM
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$1.98K -$3.47K -21 -64%
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.98K -$165 -1 -8%
S
403
Sachetta
Massachusetts
$1.98K – – –
PWMG
404
Private Wealth Management Group
New Jersey
$1.32K – – –
PWA
405
Provenance Wealth Advisors
Florida
$1.16K – – –
FFO
406
Fortitude Family Office
Arizona
$1.16K +$1.16K +7 New
Lazard Asset Management
407
Lazard Asset Management
New York
$1K -$56.1K -449 -98%
HWM
408
Hemington Wealth Management
Virginia
$1K +$1K +10 New
CCM
409
Chilton Capital Management
Texas
$825 – – –
NMM
410
Naples Money Management
Florida
$825 – – –
BIA
411
Bell Investment Advisors
California
$825 +$495 +3 +150%
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$660 -$330 -2 -33%
JFA
413
JNBA Financial Advisors
Minnesota
$660 – – –
QC
414
Quent Capital
New York
$660 – – –
SIC
415
SJS Investment Consulting
Ohio
$330 -$330 -2 -50%
MCM
416
Manchester Capital Management
Vermont
$330 – – –
TWD
417
True Wealth Design
Ohio
$165 -$165 -1 -50%
MCM
418
MV Capital Management
Maryland
$165 – – –
LFG
419
Larson Financial Group
Missouri
$165 +$165 +1 New
FPFS
420
First Personal Financial Services
North Carolina
$165 +$165 +1 New
CA
421
Claris Advisors
Missouri
$165 +$165 +1 New
BIG
422
Brooklyn Investment Group
New York
$165 +$165 +1 New
CAS
423
Coppell Advisory Solutions
Texas
$161 -$22.9K -142 -99%
IAIM
424
International Assets Investment Management
Florida
$47 +$47 +7,707 +16,398%
TC
425
TwinBeech Capital
New York
– -$14.5M -110,091 Closed
15 16
17
18 19