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Paylocity
PCTY

Overview Fund Activity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$129M
2
Citadel Advisors
Citadel Advisors
Florida
$166M
3
Vanguard Group
Vanguard Group
Pennsylvania
$808M
4
ZIG
Zurich Insurance Group
Switzerland
$48M
5
ClearBridge Investments
ClearBridge Investments
New York
$102M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.5M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
401
Roble Belko & Company
Pennsylvania
$17K – – –
PA
402
Parallel Advisors
California
$16.9K +$5.06K +27 +43%
GWM
403
Geneos Wealth Management
Colorado
$16.1K +$6.84K +14 +74%
CTC
404
Central Trust Company
Missouri
$15.7K -$749 -4 -5%
CA
405
Clearstead Advisors
Ohio
$15.6K +$5.62K +30 +57%
CAM
406
Creekmur Asset Management
Illinois
$14.8K – – –
FFA
407
Farther Finance Advisors
California
$14.6K -$7.78K -41 -35%
EWA
408
EverSource Wealth Advisors
Alabama
$13.7K -$37.1K -198 -73%
ECM
409
Estabrook Capital Management
New York
$13.1K – – –
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$12.6K +$4.31K +23 +52%
LC
411
Lindbrook Capital
California
$11.4K -$8.99K -48 -44%
MG
412
Mather Group
Illinois
$9.55K – – –
Optiver Holding
413
Optiver Holding
Netherlands
$9.18K +$9.18K +49 New
CA
414
CoreCap Advisors
Michigan
$8.81K -$9.18K -49 -51%
CT
415
Colonial Trust
South Carolina
$8.81K – – –
BIG
416
Brooklyn Investment Group
New York
$8.62K +$7.87K +42 +1,050%
MA
417
MCF Advisors
Kentucky
$8.43K +$2.62K +14 +45%
PTC
418
Private Trust Company
Ohio
$8.43K -$749 -4 -8%
MMCM
419
Murphy & Mullick Capital Management
New York
$6.56K – – –
TC
420
Truvestments Capital
Florida
$6.37K – – –
LI
421
LRI Investments
Florida
$6.18K +$375 +2 +6%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.62K +14 +78%
GBT
423
Grove Bank & Trust
Florida
$5.81K +$5.43K +29 +1,450%
MAM
424
Meeder Asset Management
Ohio
$5.62K +$5.62K +30 New
CTWM
425
Cherry Tree Wealth Management
Minnesota
$5.06K – – –
15 16
17
18 19