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Paylocity
PCTY

Overview Fund Activity

431 hedge funds and large institutions have $7.26B invested in Paylocity in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 159 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
152
Reduced
159
Closed
73
Calls
$113M
Puts
$53.2M
Net Calls
+$59.5M
Net Calls Change
-$34.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.41B
2
Invesco
Invesco
Georgia
$181M
3
Capital International Investors
Capital International Investors
California
$200M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$508M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$82.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.1M
4
Franklin Resources
Franklin Resources
California
$415K
5
American Century Companies
American Century Companies
Missouri
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
476
Duality Advisers
Florida
– -$213K -1,171 Closed
JFG
477
Jefferies Financial Group
New York
– -$213K -1,171 Closed
HT
478
Headlands Technologies
Illinois
– -$210K -1,155 Closed
BC
479
Bridgefront Capital
Texas
– -$209K -1,151 Closed
OQS
480
Occudo Quantitative Strategies
Florida
– -$207K -1,138 Closed
Jennison Associates
481
Jennison Associates
New York
– -$204K -1,125 Closed
BCV
482
Banque Cantonale Vaudoise
Switzerland
– -$201K -1,111 Closed
CWP
483
Cyndeo Wealth Partners
Florida
– -$200K -1,103 Closed
ITFISA
484
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$69.2K -381 Closed
EAM
485
EdenTree Asset Management
United Kingdom
– -$48.7K -268 Closed
CAS
486
Coppell Advisory Solutions
Texas
– -$44.1K -227 Closed
CFB
487
Cullen/Frost Bankers
Texas
– -$16.9K -93 Closed
LFA
488
LGT Financial Advisors
Texas
– -$10.5K -58 Closed
FRA
489
Front Row Advisors
California
– -$7.45K -41 Closed
CSPIA
490
Cary Street Partners Investment Advisory
Virginia
– -$6.91K -38 Closed
MIA
491
Milestone Investment Advisors
Wisconsin
– -$2.73K -15 Closed
BCH
492
Berkshire Capital Holdings
California
– -$1.82K -10 Closed
VNA
493
Valley National Advisers
Pennsylvania
– -$2K -10 Closed
CWC
494
Carolinas Wealth Consulting
North Carolina
– -$1.44K -8 Closed
HI
495
Harbour Investments
Wisconsin
– -$1.45K -8 Closed
LFG
496
Larson Financial Group
Missouri
– -$1.27K -7 Closed
Jones Financial Companies
497
Jones Financial Companies
Missouri
– -$1.27K -7 Closed
BAAM
498
Baker Avenue Asset Management
California
– -$909 -5 Closed
AAP
499
Arax Advisory Partners
Colorado
– -$727 -4 Closed
CAL
500
Capital Advisors Ltd
Ohio
– -$1K -3 Closed
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