We are live on ! Find out more
PCTY icon

Paylocity

290 hedge funds and large institutions have $6.05B invested in Paylocity in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

36% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $8.67M

9% more capital invested

Capital invested by funds: $5.53B → $6.05B (+$519M)

4% more funds holding

Funds holding: 279290 (+11)

0% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 108

1.11% less ownership

Funds ownership: 70.69%69.58% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
290
Holders Change
+11
Holders Change %
+3.94%
% of All Funds
5.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
108
Reduced
108
Closed
29
Calls
$11.8M
Puts
$8.67M
Net Calls
+$3.13M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$53.4M -$5.09M -36,151 -10%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$49.8M +$11.7M +82,846 +37%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$48.1M -$54.5M -387,374 -57%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$43.6M -$6.28M -44,600 -14%
Charles Schwab
30
Charles Schwab
California
$41.9M +$706K +5,013 +2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$39.8M -$27.9M -197,856 -44%
TCM
32
TimesSquare Capital Management
New York
$39.2M -$54M -383,315 -61%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$36.1M -$8.35M -59,276 -21%
Norges Bank
34
Norges Bank
Norway
$35.2M -$5.6M -39,774 -15%
William Blair & Company
35
William Blair & Company
Illinois
$29.6M -$1.19M -8,455 -4%
GIM
36
Granahan Investment Management
Massachusetts
$27.7M -$56.4M -400,605 -70%
Capital Research Global Investors
37
Capital Research Global Investors
California
$27.5M +$24M +170,596 New
Neuberger Berman Group
38
Neuberger Berman Group
New York
$27.5M +$14.4M +102,500 +152%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$26.3M -$249K -1,768 -1%
Bank of America
40
Bank of America
North Carolina
$25.1M +$561K +3,981 +3%
Ameriprise
41
Ameriprise
Minnesota
$25M -$31.9M -226,650 -59%
Capital World Investors
42
Capital World Investors
California
$24.2M
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$22.6M -$5.03M -35,691 -20%
Fisher Asset Management
44
Fisher Asset Management
Washington
$21.1M -$2.01M -14,266 -10%
NC
45
Nicholas Company
Wisconsin
$20.2M -$350K -2,485 -2%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$19.6M -$891K -6,331 -5%
Principal Financial Group
47
Principal Financial Group
Iowa
$18M -$120K -851 -0.8%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$16.5M -$234K -1,663 -2%
TAM
49
Tocqueville Asset Management
New York
$15.7M -$32.4K -230 -0.2%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$15.1M +$217K +1,541 +2%