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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
PGIM
1201
Pacific Global Investment Management
California
$499K -$521 -3 -0.1%
BW
1202
Bison Wealth
Georgia
$498K -$143K -822 -24%
WA
1203
Wambolt & Associates
Colorado
$492K
JWM
1204
Jeppson Wealth Management
California
$490K -$1.74K -10 -0.4%
IFWM
1205
Institute for Wealth Management
Colorado
$487K +$26K +150 +6%
GIM
1206
Goelzer Investment Management
Indiana
$484K -$4.34K -25 -1%
SSI
1207
Scott & Selber Inc
Texas
$480K
CRWM
1208
Castle Rock Wealth Management
California
$477K
TFA
1209
TPG Financial Advisors
Oregon
$476K
FBT
1210
First Bankers Trust
Kentucky
$474K -$69.4K -400 -14%
CF
1211
Centaurus Financial
California
$471K -$43.6K -251 -9%
TCM
1212
Tandem Capital Management
New Jersey
$470K
AWM
1213
Aevitas Wealth Management
Massachusetts
$470K +$1.56K +9 +0.4%
Assenagon Asset Management
1214
Assenagon Asset Management
Luxembourg
$469K -$80.5K -464 -16%
EIA
1215
Edgemoor Investment Advisors
Maryland
$469K +$4.34K +25 +1%
LC
1216
Lincoln Capital
Nebraska
$467K
SAM
1217
S.A. Mason
Michigan
$465K
TWM
1218
Tolleson Wealth Management
Texas
$464K
BOS
1219
Bingham Osborn & Scarborough
California
$464K +$11.3K +65 +3%
ATIA
1220
American Trust Investment Advisors
New Hampshire
$463K
QPWM
1221
Quadrant Private Wealth Management
Pennsylvania
$462K -$49.3K -284 -10%
SFO
1222
Stokes Family Office
Louisiana
$462K +$57.1K +329 +15%
HIM
1223
Hotaling Investment Management
Pennsylvania
$457K +$3.3K +19 +0.8%
PSB
1224
Piscataqua Savings Bank
New Hampshire
$457K +$420K +2,422 New
SMH
1225
Sanders Morris Harris
Texas
$456K