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Paylocity
PCTY

Overview Fund Activity

441 hedge funds and large institutions have $7.7B invested in Paylocity in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
143
Reduced
174
Closed
47
Calls
$104M
Puts
$9.45M
Net Calls
+$94.3M
Net Calls Change
-$4.01M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
$90.2M
2
Citadel Advisors
Citadel Advisors
Florida
$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
4
BlackRock
BlackRock
New York
$801M
5
ESCM
Echo Street Capital Management
New York
$197M

Top Sellers

1
Swedbank
Swedbank
Sweden
$36.1M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$124M
3
Marshall Wace
Marshall Wace
United Kingdom
$11.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.38M
5
Renaissance Technologies
Renaissance Technologies
New York
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
426
Carolinas Wealth Consulting
North Carolina
$1.44K +$1.44K +8 New
PTC
427
Private Trust Company
Ohio
$1.27K – – –
Jones Financial Companies
428
Jones Financial Companies
Missouri
$1.27K +$1.27K +7 New
LFG
429
Larson Financial Group
Missouri
$1.27K +$1.27K +7 New
CAL
430
Capital Advisors Ltd
Ohio
$1K – – –
BAAM
431
Baker Avenue Asset Management
California
$909 – – –
AAP
432
Arax Advisory Partners
Colorado
$727 – – –
JFA
433
JNBA Financial Advisors
Minnesota
$727 – – –
SIC
434
SJS Investment Consulting
Ohio
$727 +$182 +1 +33%
MCM
435
Manchester Capital Management
Vermont
$364 – – –
IA
436
IFP Advisors
Florida
$363 -$726 -4 -67%
BWM
437
Baystate Wealth Management
Massachusetts
$363 – – –
TWD
438
True Wealth Design
Ohio
$182 – – –
WP
439
Woodline Partners
California
– -$18.6M -100,689 Closed
BC
440
Brookfield Corp
Ontario, Canada
– -$7.22M -39,129 Closed
ECM
441
EMC Capital Management
Texas
– -$169 -28,775 Closed
ACM
442
Alamar Capital Management
California
– -$3.02M -16,368 Closed
E
443
Ergoteles
New York
– -$2.54M -13,738 Closed
CCIA
444
Campbell & Co Investment Adviser
Maryland
– -$1.55M -8,379 Closed
PIWA
445
Prevail Innovative Wealth Advisors
Kansas
– -$1.47M -7,976 Closed
CANY
446
Caxton Associates (New York)
New York
– -$1.36M -7,391 Closed
WBC
447
Westpac Banking Corp
Australia
– -$1.35M -7,300 Closed
PI
448
PEAK6 Investments
Illinois
– -$1.29M -6,979 Closed
Twin Tree Management
449
Twin Tree Management
Texas
– -$1.18M -6,411 Closed
QT
450
Quantbot Technologies
New York
– -$981K -5,314 Closed
16 17
18
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