We are live on ! Find out more
PCTY icon

Paylocity

290 hedge funds and large institutions have $6.05B invested in Paylocity in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

36% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $8.67M

9% more capital invested

Capital invested by funds: $5.53B → $6.05B (+$519M)

4% more funds holding

Funds holding: 279290 (+11)

0% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 108

1.11% less ownership

Funds ownership: 70.69%69.58% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
290
Holders Change
+11
Holders Change %
+3.94%
% of All Funds
5.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
108
Reduced
108
Closed
29
Calls
$11.8M
Puts
$8.67M
Net Calls
+$3.13M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
201
Yorktown Management & Research Company
Virginia
$412K
Holocene Advisors
202
Holocene Advisors
New York
$412K +$359K +2,553 New
CC
203
Chicago Capital
Illinois
$404K
JCM
204
JS Capital Management
New York
$404K +$352K +2,500 New
MOS
205
MGO One Seven
Ohio
$390K -$28.7K -204 -8%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$376K +$328K +2,331 New
KAM
207
Karani Asset Management
New York
$370K +$322K +2,290 New
LIA
208
LS Investment Advisors
Michigan
$356K
IFS
209
Ifrah Financial Services
Arkansas
$353K -$6.05K -43 -2%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$346K -$577K -4,098 -66%
SCM
211
Shelton Capital Management
Colorado
$337K
HIS
212
Harvest Investment Services
Illinois
$336K +$293K +2,084 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$333K +$10K +71 +4%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$332K -$28.3K -201 -9%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$326K +$7.04K +50 +3%
FA
216
FDx Advisors
Illinois
$324K +$283K +2,010 New
HIM
217
Hanlon Investment Management
New Jersey
$323K
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$321K +$280K +1,988 New
WCA
219
Westover Capital Advisors
Delaware
$320K -$986 -7 -0.4%
ET
220
Equitable Trust
Tennessee
$320K
IWP
221
Icon Wealth Partners
Texas
$319K +$279K +1,978 New
HR
222
Hardy Reed
Mississippi
$312K -$25.3K -180 -9%
SCA
223
Spearhead Capital Advisors
Florida
$305K +$18.2K +129 +7%
BAMCO Inc
224
BAMCO Inc
New York
$277K
Macquarie Group
225
Macquarie Group
Australia
$267K