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Paylocity
PCTY

Overview Fund Activity

440 hedge funds and large institutions have $8.45B invested in Paylocity in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 154 reducing their positions, and 40 closing their positions.

Holders
440
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
7.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
170
Reduced
154
Closed
40
Calls
$13.3M
Puts
$27.3M
Net Calls
-$14M
Net Calls Change
+$6.91M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
ESCM
2
Echo Street Capital Management
New York
$145M
3
AAM
3
Ardevora Asset Management
United Kingdom
$54.9M
4
Millennium Management
4
Millennium Management
New York
$64M
5
Swedbank
5
Swedbank
Sweden
$65.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$181M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$7.54M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
426
Stonebridge Capital Advisors
Minnesota
$994 5 – –
BAAM
427
Baker Avenue Asset Management
California
$994 5 – –
CYG
428
Clean Yield Group
Vermont
$994 5 – –
HT
429
Headlands Technologies
Illinois
$994 5 +5 New
SC
430
Schubert & Co
Texas
$796 4 – –
JFA
431
JNBA Financial Advisors
Minnesota
$796 4 +4 New
DI
432
Disciplined Investments
Oklahoma
$596 3 – –
2L
433
25 LLC
Missouri
$521 3 +3 New
BWM
434
Baystate Wealth Management
Massachusetts
$398 2 – –
Creative Planning
435
Creative Planning
Kansas
$199 1 -1,042 -100%
SIC
436
SJS Investment Consulting
Ohio
$199 1 -2 -67%
TWD
437
True Wealth Design
Ohio
$199 1 – –
TWA
438
TCI Wealth Advisors
Arizona
$199 1 +1 New
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
– – -540,300 Closed
TC
440
TwinBeech Capital
New York
– – -25,846 Closed
NG
441
NWK Group
California
– – -12,986 Closed
MGIM
442
M&G Investment Management
United Kingdom
– – -11,498 Closed
Capital Research Global Investors
443
Capital Research Global Investors
California
– – -8,999 Closed
DA
444
Duality Advisers
Florida
– – -6,688 Closed
BHCM
445
Boulder Hill Capital Management
New York
– – -5,500 Closed
EP
446
Edgestream Partners
New Jersey
– – -5,479 Closed
PAS
447
Park Avenue Securities
New York
– – -4,354 Closed
IUHSA
448
Itau Unibanco Holding S.A.
Brazil
– – -3,267 Closed
CCM
449
CAAS Capital Management
New York
– – -3,000 Closed
M1FG
450
Mach-1 Financial Group
Arkansas
– – -2,786 Closed
16 17
18
19 20