PCTY icon

Paylocity

455 hedge funds and large institutions have $5.72B invested in Paylocity in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 157 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+42
Holders Change %
+10.17%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
157
Reduced
142
Closed
43
Calls
$18.8M
Puts
$35.6M
Net Calls
-$16.8M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
426
EverSource Wealth Advisors
Alabama
$1.95K +$150 +1 +8%
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$1.85K -$2.77K -21 -60%
HI
428
Harbour Investments
Wisconsin
$1.85K +$1.85K +14 New
S
429
Sachetta
Massachusetts
$1.78K +$1.78K +12 New
JWA
430
JFS Wealth Advisors
Pennsylvania
$1.72K -$264 -2 -13%
SWS
431
SYSTM Wealth Solutions
Illinois
$1.32K -$15K -114 -92%
UB
432
UMB Bank
Missouri
$1.32K -$132 -1 -9%
WIA
433
Wetzel Investment Advisors
Indiana
$1.2K
AFWM
434
Abich Financial Wealth Management
Virginia
$1.19K +$1.19K +9 New
PWMG
435
Private Wealth Management Group
New Jersey
$1.06K +$1.06K +8 New
VNA
436
Valley National Advisers
Pennsylvania
$1K +$1K +15 New
Nisa Investment Advisors
437
Nisa Investment Advisors
Missouri
$923 -$64.5K -489 -99%
SPIA
438
Steward Partners Investment Advisory
New York
$923 -$1.98K -15 -68%
PWA
439
Provenance Wealth Advisors
Florida
$923
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$923 +$923 +7 New
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$792 +$132 +1 +20%
NMM
442
Naples Money Management
Florida
$660 -$132 -1 -17%
CCM
443
Chilton Capital Management
Texas
$660
BHWM
444
Beaird Harris Wealth Management
Texas
$660 +$660 +5 New
SIC
445
SJS Investment Consulting
Ohio
$528
JFA
446
JNBA Financial Advisors
Minnesota
$528
QC
447
Quent Capital
New York
$527
GI
448
Gradient Investments
Minnesota
$396
CFB
449
Cullen/Frost Bankers
Texas
$396 +$396 +3 New
TWD
450
True Wealth Design
Ohio
$264