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Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.67M
AG
127
Algert Global
California
$4.67M
ACM
128
Aquatic Capital Management
Illinois
$4.66M
BAM
129
Bell Asset Management
Australia
$4.57M
RAM
130
RK Asset Management
Michigan
$4.48M
Cerity Partners
131
Cerity Partners
New York
$4.48M
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$4.43M
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$4.41M
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$4.28M
MIM
135
MetLife Investment Management
New Jersey
$3.97M
A
136
AlphaQuest
New York
$3.95M
Alkeon Capital Management
137
Alkeon Capital Management
New York
$3.93M
MOACM
138
Mutual of America Capital Management
New York
$3.88M
Franklin Resources
139
Franklin Resources
California
$3.83M
Bank of Nova Scotia
140
Bank of Nova Scotia
Ontario, Canada
$3.81M
LPL Financial
141
LPL Financial
California
$3.66M
VOYA Investment Management
142
VOYA Investment Management
Georgia
$3.64M
ACM
143
Alamar Capital Management
California
$3.63M
AB
144
Amalgamated Bank
New York
$3.53M
Truist Financial
145
Truist Financial
North Carolina
$3.42M
Citigroup
146
Citigroup
New York
$3.35M
HT
147
Headlands Technologies
Illinois
$3.29M
KIM
148
Kestra Investment Management
Texas
$3.27M
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$3.19M
Man Group
150
Man Group
United Kingdom
$3.18M