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Automatic Data Processing

1,416 hedge funds and large institutions have $52.4B invested in Automatic Data Processing in 2018 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 396 increasing their positions, 621 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 82

11% more capital invested

Capital invested by funds: $47.2B → $52.4B (+$5.23B)

8% more funds holding in top 10

Funds holding in top 10: 8491 (+7)

2% more funds holding

Funds holding: 1,3931,416 (+23)

0.63% less ownership

Funds ownership: 79.93%79.3% (-0.63%)

8% less call options, than puts

Call options by funds: $624M | Put options by funds: $677M

36% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 621

Holders
1,416
Holders Change
+23
Holders Change %
+1.65%
% of All Funds
32.37%
Holding in Top 10
91
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.33%
% of All Funds
2.08%
New
116
Increased
396
Reduced
621
Closed
82
Calls
$624M
Puts
$677M
Net Calls
-$53.7M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1251
Pacific Center for Financial Services
California
$187K +$21.5K +152 +14%
GLI
1252
Guardian Life Insurance
New York
$186K +$175K +1,236 New
LWA
1253
Lowe Wealth Advisors
Maryland
$183K
HR
1254
Howe & Rusling
New York
$181K
AOWM
1255
Alpha Omega Wealth Management
Virginia
$173K -$14.1K -100 -8%
JFA
1256
JNBA Financial Advisors
Minnesota
$173K +$129K +909 +377%
PCP
1257
Proficio Capital Partners
Massachusetts
$169K -$1.13K -8 -0.7%
PS
1258
Portfolio Strategies
New York
$168K
SIAS
1259
Shine Investment Advisory Services
Colorado
$167K
STA
1260
Summit Trail Advisors
New York
$167K +$156K +1,105 New
1IA
1261
1834 Investment Advisors
Wisconsin
$166K
KA
1262
Kaizen Advisory
Illinois
$163K
IWP
1263
Icon Wealth Partners
Texas
$160K -$2.26K -16 -1%
GCM
1264
Grisanti Capital Management
New York
$157K
EDRH
1265
Edmond de Rothschild Holding
Switzerland
$155K +$145K +1,026 New
MCM
1266
Manchester Capital Management
Vermont
$153K
MPWT
1267
MassMutual Private Wealth & Trust
Connecticut
$151K -$15K -106 -10%
EMG
1268
ETF Managers Group
New Jersey
$149K +$14.7K +104 +12%
KTC
1269
Kistler-Tiffany Companies
Pennsylvania
$146K -$28.7K -203 -17%
FC
1270
Ferris Capital
Massachusetts
$142K -$10.7K -76 -7%
TL
1271
TrueWealth LLC
Georgia
$140K +$5.09K +36 +4%
LWA
1272
Lenox Wealth Advisors
New York
$136K +$28.3K +200 +28%
AIP
1273
Almanack Investment Partners
Pennsylvania
$136K +$130K +920 New
CPH
1274
C Partners Holding
Switzerland
$131K -$138K -973 -53%
FLI
1275
Family Legacy Inc
South Carolina
$131K