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Paylocity

417 hedge funds and large institutions have $7.77B invested in Paylocity in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $103M | Put options by funds: $56.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $7.26B → $7.77B (+$510M)

1.87% more ownership

Funds ownership: 78.42%80.28% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

4% less funds holding

Funds holding: 435417 (-18)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
157
Reduced
146
Closed
67
Calls
$103M
Puts
$56.5M
Net Calls
+$46.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
476
Trust Company of Vermont
Vermont
-$6.1K -37 Closed
WTG
477
West Tower Group
Virginia
-$4.29K -26 Closed
VF
478
VitalStone Financial
Texas
-$3K -17 Closed
TCWA
479
Turtle Creek Wealth Advisors
Texas
-$2.14K -13 Closed
AT
480
Arlington Trust
Alabama
-$1.81K -11 Closed
GWS
481
Glassman Wealth Services
Virginia
-$1.81K -11 Closed
TPCW
482
TD Private Client Wealth
New York
-$1.81K -11 Closed
RFG
483
REAP Financial Group
Texas
-$1.15K -7 Closed