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Paylocity

159 hedge funds and large institutions have $1.55B invested in Paylocity in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 44

6% more funds holding

Funds holding: 150159 (+9)

2.02% more ownership

Funds ownership: 60.67%62.69% (+2%)

1% more capital invested

Capital invested by funds: $1.53B → $1.55B (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

75% less call options, than puts

Call options by funds: $240K | Put options by funds: $942K

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
67
Reduced
44
Closed
19
Calls
$240K
Puts
$942K
Net Calls
-$702K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$1.31M -$408K -8,416 -23%
PP
77
Paloma Partners
Connecticut
$1.3M +$906K +18,689 +208%
HIM
78
Hillsdale Investment Management
Ontario, Canada
$1.28M +$1.31M +27,100 New
ZIM
79
Zacks Investment Management
Illinois
$1.21M +$43.1K +888 +4%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$1.17M -$220K -4,545 -16%
PPA
81
Parametric Portfolio Associates
Washington
$1.16M -$715K -14,743 -37%
Federated Hermes
82
Federated Hermes
Pennsylvania
$1.16M +$974K +20,088 +443%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$1.01M +$20.1K +415 +2%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$989K +$16.4K +339 +2%
Principal Financial Group
85
Principal Financial Group
Iowa
$985K +$1.01M +20,873 New
GIP
86
Granite Investment Partners
California
$973K -$256K -5,278 -20%
SO
87
STRS Ohio
Ohio
$962K +$989K +20,400 New
ACS
88
Archford Capital Strategies
Illinois
$853K -$38.8K -800 -4%
AIG
89
American International Group
New York
$842K +$20.6K +425 +2%
UBS AM
90
UBS AM
Illinois
$814K +$64.9K +1,339 +8%
AP
91
AHL Partners
United Kingdom
$802K +$824K +16,988 New
CIC
92
Cornercap Investment Counsel
Georgia
$753K +$775K +15,975 New
Barclays
93
Barclays
United Kingdom
$729K +$331K +6,832 +79%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$668K +$325K +6,700 +90%
KeyBank National Association
95
KeyBank National Association
Ohio
$616K
Squarepoint
96
Squarepoint
New York
$593K +$295K +6,083 +94%
PP
97
Pegasus Partners
Wisconsin
$589K -$194K -4,000 -24%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$587K +$15K +310 +3%
MIM
99
MetLife Investment Management
New Jersey
$581K +$597K +12,312 New
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$560K +$576K +11,877 New