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Paylocity

263 hedge funds and large institutions have $4.36B invested in Paylocity in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $3.48B → $4.36B (+$883M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 255263 (+8)

0.27% more ownership

Funds ownership: 67.21%67.48% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

44% less call options, than puts

Call options by funds: $8.91M | Put options by funds: $15.9M

Holders
263
Holders Change
+8
Holders Change %
+3.14%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
48
Increased
86
Reduced
101
Closed
30
Calls
$8.91M
Puts
$15.9M
Net Calls
-$6.94M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.81M +$15.9K +145 +0.5%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$3.73M +$153K +1,401 +5%
CEP
103
Chicago Equity Partners
Illinois
$3.61M -$1.91M -17,470 -37%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$3.59M +$6.57K +60 +0.2%
RJA
105
Raymond James & Associates
Florida
$3.53M +$637K +5,818 +25%
CIP
106
Chartwell Investment Partners
Pennsylvania
$3.4M -$3.03M -27,632 -50%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.34M -$152K -1,386 -5%
Citadel Advisors
108
Citadel Advisors
Florida
$3.32M -$11.2M -101,883 -79%
Legal & General Group
109
Legal & General Group
United Kingdom
$3.29M +$548K +5,004 +22%
PAM
110
Panagora Asset Management
Massachusetts
$3.26M +$1.41M +12,872 +91%
WMSA
111
Weiss Multi-Strategy Advisers
New York
$3.02M +$110 +1 +0%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$2.98M +$37K +338 +1%
BP
113
Broadleaf Partners
Ohio
$2.9M -$930K -8,490 -26%
UBS Group
114
UBS Group
Switzerland
$2.87M -$796K -7,265 -23%
GAM
115
Gotham Asset Management
New York
$2.87M -$6.25M -57,028 -71%
KCM
116
Kennedy Capital Management
Missouri
$2.85M -$22.1K -202 -0.8%
JP Morgan Chase
117
JP Morgan Chase
New York
$2.81M +$519K +4,743 +26%
AR
118
Advisory Research
Illinois
$2.76M -$327K -2,985 -12%
ACS
119
Archford Capital Strategies
Illinois
$2.74M -$180K -1,639 -7%
CCMW
120
Cypress Capital Management (Wyoming)
Wyoming
$2.64M -$96.7K -883 -4%
Truist Financial
121
Truist Financial
North Carolina
$2.58M +$2.02M +18,476 +646%
AAM
122
Azzad Asset Management
Virginia
$2.34M
US Bancorp
123
US Bancorp
Minnesota
$2.28M +$21.8K +199 +1%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$2.25M -$537K -4,900 -21%
DCM
125
Driehaus Capital Management
Illinois
$2.25M -$789K -7,208 -28%