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Automatic Data Processing

1,725 hedge funds and large institutions have $64B invested in Automatic Data Processing in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 607 increasing their positions, 673 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $361M | Put options by funds: $238M

47% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $60B → $64B (+$3.95B)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

1% more funds holding

Funds holding: 1,7061,725 (+19)

0.19% more ownership

Funds ownership: 79.66%79.85% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 673

Holders
1,725
Holders Change
+19
Holders Change %
+1.11%
% of All Funds
30.29%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.18%
New
129
Increased
607
Reduced
673
Closed
88
Calls
$361M
Puts
$238M
Net Calls
+$123M
Net Calls Change
+$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1176
Detalus Advisors
Missouri
$532K +$6.07K +35 +1%
GC
1177
Grimes & Company
Massachusetts
$532K +$7.46K +43 +2%
AWA
1178
Arete Wealth Advisors
Illinois
$530K -$20.3K -117 -4%
CWC
1179
Carolinas Wealth Consulting
North Carolina
$530K +$18.1K +104 +4%
LFA
1180
Legacy Financial Advisors
Kentucky
$526K +$4.86K +28 +1%
CRIG
1181
Charter Research & Investment Group
Connecticut
$525K
PF
1182
Phoenix Financial
Israel
$523K +$223K +1,286 +86%
BDF
1183
Balasa Dinverno & Foltz
$522K -$18.6K -107 -4%
BEAM
1184
Baker Ellis Asset Management
Washington
$522K
NAM
1185
NorthCoast Asset Management
Connecticut
$521K +$2.26K +13 +0.5%
MFG
1186
Merit Financial Group
Georgia
$518K -$28.3K -163 -6%
BCM
1187
Brookstone Capital Management
Illinois
$516K -$35.1K -202 -7%
EFSCE
1188
Enterprise Financial Services Corp (EFSC)
Missouri
$515K +$3.3K +19 +0.7%
KFA
1189
Kelleher Financial Advisors
New York
$514K +$196K +1,128 +71%
MWA
1190
Meridian Wealth Advisors
Texas
$513K
PCI
1191
Pacifica Capital Investments
Texas
$513K
PL
1192
Plancorp LLC
Missouri
$511K +$174 +1 +0%
BPA
1193
Beacon Pointe Advisors
California
$511K +$468K +2,699 New
SCM
1194
Salem Capital Management
Massachusetts
$509K
LCM
1195
Laurion Capital Management
New York
$509K +$469K +2,700 New
ACM
1196
Aljian Capital Management
Nevada
$508K -$1.04K -6 -0.2%
BAM
1197
Brave Asset Management
New Jersey
$505K
LAM
1198
LifePro Asset Management
California
$504K
OFG
1199
Oxford Financial Group
Indiana
$503K -$45.5K -262 -9%
SWP
1200
Summit Wealth Partners
Florida
$499K