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Automatic Data Processing

1,934 hedge funds and large institutions have $81.9B invested in Automatic Data Processing in 2021 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 612 increasing their positions, 678 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 66

35% more funds holding in top 10

Funds holding in top 10: 6081 (+21)

22% more capital invested

Capital invested by funds: $66.9B → $81.9B (+$15B)

11% more funds holding

Funds holding: 1,7481,934 (+186)

0.15% less ownership

Funds ownership: 79.4%79.26% (-0.15%)

10% less repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 678

46% less call options, than puts

Call options by funds: $414M | Put options by funds: $762M

Holders
1,934
Holders Change
+186
Holders Change %
+10.64%
% of All Funds
29.76%
Holding in Top 10
81
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+35%
% of All Funds
1.25%
New
277
Increased
612
Reduced
678
Closed
66
Calls
$414M
Puts
$762M
Net Calls
-$347M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1201
Hoey Investments
Pennsylvania
$740K
TPWM
1202
Twelve Points Wealth Management
Massachusetts
$740K +$679K +3,000 New
AIA
1203
Avalon Investment & Advisory
Texas
$737K -$441K -1,950 -39%
FMLI
1204
Fukoku Mutual Life Insurance
Japan
$735K +$22.6K +100 +3%
EAM
1205
Evanson Asset Management
California
$727K
AIM
1206
Alhambra Investment Management
Florida
$726K
CFSG
1207
Community Financial Services Group
Vermont
$724K +$1.13K +5 +0.2%
CNBTD
1208
Citizens National Bank Trust Department
Mississippi
$721K -$1.24M -5,493 -65%
CWG
1209
C WorldWide Group
Denmark
$720K -$634K -2,800 -49%
RW
1210
Rede Wealth
Virginia
$720K -$453 -2 -0.1%
DT
1211
Diversified Trust
Tennessee
$719K +$236K +1,042 +56%
SW
1212
SteelPeak Wealth
California
$717K +$658K +2,907 New
SCA
1213
Stokes Capital Advisors
South Carolina
$715K
B
1214
Barings
North Carolina
$712K -$36.9K -163 -5%
MWA
1215
Meridian Wealth Advisors
Texas
$712K
KW
1216
KWB Wealth
California
$712K +$1.81K +8 +0.3%
GC
1217
Grimes & Company
Massachusetts
$711K +$5.89K +26 +0.9%
CWP
1218
Capital Wealth Planning
Florida
$711K +$16.3K +72 +3%
EN1L
1219
Engine No 1 LLC
California
$711K +$139K +612 +27%
PWMG
1220
Pinnacle Wealth Management Group
Michigan
$704K
AA
1221
Argent Advisors
Louisiana
$700K
VWM
1222
Valley Wealth Managers
New Jersey
$697K +$28.3K +125 +5%
WA
1223
Wealth Alliance
New York
$695K -$3.62K -16 -0.6%
IA
1224
IAM Advisory
Pennsylvania
$695K +$226 +1 +0%
WP
1225
WealthSource Partners
California
$694K -$45.7K -202 -7%