We are live on ! Find out more
PCTY icon

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
Victory Capital Management
101
Victory Capital Management
Texas
$5.48M -$3.73M -22,608 -41%
MAM
102
Melqart Asset Management
United Kingdom
$5.29M +$5.09M +30,795 New
Citigroup
103
Citigroup
New York
$5.27M -$327K -1,978 -6%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$4.88M +$105K +638 +2%
Aviva
105
Aviva
United Kingdom
$4.88M -$4.12M -24,969 -47%
SI
106
Shaker Investments
Ohio
$4.72M +$629K +3,811 +16%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$4.71M -$107K -647 -2%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$4.53M
MOACM
109
Mutual of America Capital Management
New York
$4.44M -$139K -843 -3%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$4.44M +$826K +5,000 +24%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$4.43M -$243K -1,472 -5%
MIM
112
MetLife Investment Management
New Jersey
$4.39M -$92.3K -559 -2%
Truist Financial
113
Truist Financial
North Carolina
$4.32M +$156K +947 +4%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$4.27M +$277K +1,679 +7%
Alkeon Capital Management
115
Alkeon Capital Management
New York
$4.24M -$32M -194,062 -89%
AB
116
Amalgamated Bank
New York
$4.13M -$836K -5,060 -17%
DB
117
Danske Bank
Denmark
$3.92M +$3.76M +22,786 New
Stifel Financial
118
Stifel Financial
Missouri
$3.89M +$79.4K +481 +2%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$3.81M +$10.6K +64 +0.3%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$3.74M +$1.68M +10,169 +91%
UBS Group
121
UBS Group
Switzerland
$3.72M +$3.11M +18,839 +669%
Nomura Asset Management
122
Nomura Asset Management
Japan
$3.49M -$910K -5,512 -21%
YCM
123
Yousif Capital Management
Michigan
$3.42M -$64.2K -389 -2%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$3.32M +$585K +3,545 +22%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$3.22M +$21.5K +130 +0.7%