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Automatic Data Processing

2,145 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 787 increasing their positions, 827 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+39
Holders Change %
+1.85%
% of All Funds
31.09%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.15%
New
158
Increased
787
Reduced
827
Closed
94
Calls
$609M
Puts
$504M
Net Calls
+$105M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
601
Mattern Wealth Management
Kansas
$4.66M -$81.2K -325 -2%
ZCM
602
Ziegler Capital Management
Illinois
$4.61M -$107K -428 -2%
FTDI
603
First Trust Direct Indexing
Massachusetts
$4.6M +$855K +3,423 +23%
MLL
604
Moody Lynn & Lieberson
Massachusetts
$4.6M -$21.7K -87 -0.5%
AAS
605
Avantax Advisory Services
Texas
$4.6M +$865K +3,465 +23%
BAMF
606
BI Asset Management Fondsmaeglerselskab
Denmark
$4.58M +$1.48M +5,911 +47%
HIM
607
Harbour Investment Management
Washington
$4.58M -$100K -400 -2%
PCG
608
Prosperity Consulting Group
Maryland
$4.57M +$4.57M +18,297 New
LWP
609
LMG Wealth Partners
Louisiana
$4.57M -$797K -3,193 -15%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$83.4K +334 +2%
MSS
611
Mitchell Sinkler & Starr
Pennsylvania
$4.51M -$5.92M -23,691 -57%
SC
612
SouthState Corp
Florida
$4.5M +$176K +706 +4%
PMIA
613
Patrick Mauro Investment Advisor
Illinois
$4.48M +$123K +493 +3%
PD
614
Point72 (DIFC)
United Arab Emirates
$4.47M +$4.47M +17,913 New
NB
615
Norinchukin Bank
Japan
$4.46M -$98.4K -394 -2%
SLA
616
Silver Lake Advisory
Utah
$4.45M +$20.7K +83 +0.5%
NED
617
Nancy E. Dempze
$4.44M +$8.74K +35 +0.2%
CTA
618
Chesley Taft & Associates
Illinois
$4.39M +$43.7K +175 +1%
CIM
619
CCLA Investment Management
United Kingdom
$4.37M
SAM
620
Shell Asset Management
Netherlands
$4.36M +$642K +2,688 +17%
GL
621
GHE LLC
Tennessee
$4.34M +$15.2K +61 +0.4%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$4.34M -$9.49K -38 -0.2%
LIM
623
Leavell Investment Management
Alabama
$4.33M -$23.4K -93 -0.5%
RWM
624
Ritholtz Wealth Management
New York
$4.32M +$253K +1,012 +6%
EF
625
Empowered Funds
Pennsylvania
$4.32M +$1.45M +5,818 +51%