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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 %
PWMG
426
Private Wealth Management Group
New Jersey
$1.6K – – –
WA
427
Whipplewood Advisors
Colorado
$1.6K +$1.6K +8 New
PWA
428
Provenance Wealth Advisors
Florida
$1.4K – – –
DPW
429
DiNuzzo Private Wealth
Pennsylvania
$1.2K +$399 +2 +50%
HCP
430
Hexagon Capital Partners
Arkansas
$1.2K +$1.2K +6 New
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$1K -$4.67K -14 -82%
Lazard Asset Management
432
Lazard Asset Management
New York
$1K – – –
BIA
433
Bell Investment Advisors
California
$998 – – –
FFO
434
Fortitude Family Office
Arizona
$997 -$399 -2 -29%
JFA
435
JNBA Financial Advisors
Minnesota
$798 – – –
QC
436
Quent Capital
New York
$798 – – –
BIG
437
Brooklyn Investment Group
New York
$798 +$599 +3 +300%
SIC
438
SJS Investment Consulting
Ohio
$599 +$200 +1 +50%
MWM
439
Mascoma Wealth Management
New Hampshire
$598 +$598 +3 New
NS
440
NBC Securities
Alabama
$532 -$468K -1,760 -100%
MCM
441
Manchester Capital Management
Vermont
$399 – – –
GBT
442
Grove Bank & Trust
Florida
$399 +$399 +2 New
WA
443
WPG Advisers
Maryland
$399 +$399 +2 New
MCM
444
MV Capital Management
Maryland
$200 – – –
TWD
445
True Wealth Design
Ohio
$200 – – –
WCM
446
WealthTrak Capital Management
Virginia
$200 +$200 +1 New
LFG
447
Larson Financial Group
Missouri
$199 – – –
PWM
448
Parkworth Wealth Management
California
$199 +$199 +1 New
GFPC
449
Global Financial Private Client
Florida
$199 +$199 +1 New
ASP
450
Adams Street Partners
Illinois
– -$77.3M -468,412 Closed
16 17
18
19 20