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Paylocity

318 hedge funds and large institutions have $7.59B invested in Paylocity in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $6.42M

100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 30

25% more capital invested

Capital invested by funds: $6.05B → $7.59B (+$1.54B)

10% more funds holding

Funds holding: 290318 (+28)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.52% less ownership

Funds ownership: 69.58%68.05% (-1.5%)

Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
112
Reduced
109
Closed
30
Calls
$16.9M
Puts
$6.42M
Net Calls
+$10.5M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
201
Jane Street
New York
$640K +$598K +3,106 New
PAMU
202
Pictet Asset Management (UK)
United Kingdom
$638K
RWA
203
Redhawk Wealth Advisors
Minnesota
$634K +$45.6K +237 +8%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$614K +$177K +918 +45%
FC
205
FORA Capital
Florida
$597K +$558K +2,900 New
LIA
206
LS Investment Advisors
Michigan
$592K +$129K +670 +30%
FA
207
FDx Advisors
Illinois
$553K +$130K +676 +34%
PAG
208
Private Advisory Group
Washington
$550K +$514K +2,671 New
YMRC
209
Yorktown Management & Research Company
Virginia
$525K
IWP
210
Icon Wealth Partners
Texas
$524K +$109K +565 +29%
CC
211
Chicago Capital
Illinois
$515K
EGM
212
Engineers Gate Manager
New York
$493K +$461K +2,394 New
MCIA
213
Mountain Capital Investment Advisors
Colorado
$490K +$476K +2,472 New
SEC
214
Seven Eight Capital
New York
$479K +$448K +2,327 New
MOS
215
MGO One Seven
Ohio
$473K -$23.1K -120 -5%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$448K +$23.3K +121 +6%
BA
217
Bridgewater Associates
Connecticut
$447K +$170K +884 +69%
IFS
218
Ifrah Financial Services
Arkansas
$442K -$7.31K -38 -2%
DTL
219
Dynamic Technology Lab
Singapore
$436K +$407K +2,118 New
SCM
220
Shelton Capital Management
Colorado
$430K
Vontobel Holding
221
Vontobel Holding
Switzerland
$426K +$398K +2,070 New
IMRF
222
Illinois Municipal Retirement Fund
Illinois
$424K +$190K +986 +92%
GAM
223
Gotham Asset Management
New York
$423K -$215K -1,115 -35%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$416K
HIM
225
Hanlon Investment Management
New Jersey
$412K