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Paylocity
PCTY

Overview Fund Activity

451 hedge funds and large institutions have $8.5B invested in Paylocity in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+26
Holders Change %
+6.12%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
76
Increased
162
Reduced
148
Closed
42
Calls
$33.4M
Puts
$6.14M
Net Calls
+$27.2M
Net Calls Change
+$28.6M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
BlackRock
3
BlackRock
New York
$853M
4
Invesco
4
Invesco
Georgia
$266M
5
American Century Companies
5
American Century Companies
Missouri
$69.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$827M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$89.8M
3
ASP
3
Adams Street Partners
Illinois
$0
4
Capital International Investors
4
Capital International Investors
California
$232M
5
WA
5
Wasatch Advisors
Utah
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$8.78K +$2.19K +11 +33%
CFB
402
Cullen/Frost Bankers
Texas
$8.18K -$1.6K -8 -16%
MMCM
403
Murphy & Mullick Capital Management
New York
$6.98K +$6.98K +35 New
TC
404
Truvestments Capital
Florida
$6.78K – – –
LI
405
LRI Investments
Florida
$6.18K – – –
MA
406
MCF Advisors
Kentucky
$6.18K +$6.18K +31 New
KIM
407
Kestra Investment Management
Texas
$5.98K +$5.98K +30 New
CA
408
Continuum Advisory
Idaho
$5.59K +$2.19K +11 +65%
CTWM
409
Cherry Tree Wealth Management
Minnesota
$5.39K – – –
LIS
410
Legacy Investment Solutions
Idaho
$4.74K +$1.03K +5 +28%
LWMI
411
Legacy Wealth Management (Idaho)
Idaho
$4.74K +$1.03K +5 +28%
WSFS
412
Wilmington Savings Fund Society
Delaware
$4.59K – – –
HNW
413
High Note Wealth
Minnesota
$4.59K +$4.59K +23 New
AT
414
Avalon Trust
New Mexico
$3.99K +$3.99K +20 New
BWL
415
Bogart Wealth LLC
Virginia
$3.99K – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$3.79K +$1.4K +7 +58%
GWM
417
Geneos Wealth Management
Colorado
$3.79K +$3.79K +19 New
CPG
418
Cornerstone Planning Group
New Jersey
$3.69K – – –
GRP
419
Global Retirement Partners
California
$3.59K – – –
LFA
420
LGT Financial Advisors
Texas
$3.59K – – –
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$3.59K – – –
HWM
422
Hemington Wealth Management
Virginia
$3K +$1.24K +7 +70%
SWM
423
Spire Wealth Management
Virginia
$2.48K – – –
S
424
Sachetta
Massachusetts
$2.39K – – –
WWM
425
Wolff Wiese Magana
California
$1.8K -$2.79K -14 -61%
15 16
17
18 19