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Automatic Data Processing

1,957 hedge funds and large institutions have $73.5B invested in Automatic Data Processing in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 651 increasing their positions, 828 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
-91
Holders Change %
-4.44%
% of All Funds
31.32%
Holding in Top 10
82
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.58%
% of All Funds
1.31%
New
112
Increased
651
Reduced
828
Closed
160
Calls
$381M
Puts
$418M
Net Calls
-$37.4M
Net Calls Change
+$236M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
1201
Souders Financial Advisors
Ohio
$719K -$1.56K -7 -0.2%
OIM
1202
Orca Investment Management
Oregon
$717K +$445 +2 +0.1%
BMCM
1203
Burns Matteson Capital Management
New York
$716K -$1.34K -6 -0.2%
PP
1204
PDS Planning
Ohio
$715K +$295K +1,324 +70%
RVPG
1205
Relative Value Partners Group
$712K -$32.7K -147 -4%
BEAM
1206
Baker Ellis Asset Management
Washington
$712K
WEG
1207
World Equity Group
Illinois
$711K +$444K +2,690 +166%
MYIA
1208
Mount Yale Investment Advisors
Colorado
$711K +$7.35K +33 +1%
MIA
1209
MainStreet Investment Advisors
Illinois
$710K +$710K +3,190 New
TCOO
1210
Trust Company of Oklahoma
Oklahoma
$709K -$223 -1 -0%
FWTB
1211
First Western Trust Bank
Colorado
$709K -$223 -1 -0%
VIG
1212
Vienna Insurance Group
Poland
$703K +$703K +3,158 New
PL
1213
Plancorp LLC
Missouri
$701K +$2.23K +10 +0.3%
PCOC
1214
Power Corp of Canada
Canada
$701K +$350K +1,636 +100%
PFG
1215
PAX Financial Group
Texas
$699K +$15.8K +71 +2%
HPM
1216
Hoxton Planning & Management
West Virginia
$697K -$58.6K -263 -8%
EVM
1217
Evelyn V. Moreno
$697K -$122K -550 -15%
BIM
1218
Baldwin Investment Management
Pennsylvania
$696K +$11.1K +50 +2%
FANJ
1219
Financial Architects (New Jersey)
New Jersey
$691K +$1.11K +5 +0.2%
TPWM
1220
Twelve Points Wealth Management
Massachusetts
$684K -$50.8K -228 -7%
SWM
1221
Spire Wealth Management
Virginia
$681K -$3.69M -16,587 -84%
ACM
1222
Argyle Capital Management
Pennsylvania
$681K -$22.3K -100 -3%
SA
1223
SL Advisors
New Jersey
$681K -$15.1K -68 -2%
MW
1224
Marcum Wealth
Ohio
$681K -$72.8K -327 -10%
KAM
1225
Knightsbridge Asset Management
California
$678K -$13.6K -61 -2%