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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
SWP
1251
Summit Wealth Partners
Florida
$653K
LSPW
1252
Lake Street Private Wealth
Illinois
$653K +$600K +2,649 New
IWM
1253
IHT Wealth Management
Illinois
$651K +$13.1K +58 +2%
IFWM
1254
Institute for Wealth Management
Colorado
$645K +$6.79K +30 +1%
TCBWMS
1255
Texas Capital Bank Wealth Management Services
Texas
$639K +$11.3K +50 +2%
LFA
1256
Legacy Financial Advisors
Kentucky
$637K +$25.4K +112 +5%
BEW
1257
Burton Enright Welch
California
$637K +$585K +2,583 New
JWM
1258
Jeppson Wealth Management
California
$636K -$13.6K -60 -2%
AF
1259
Allworth Financial
California
$636K +$57.1K +252 +11%
LHC
1260
Little House Capital
Massachusetts
$634K +$12K +53 +2%
PP
1261
Patron Partners
Texas
$634K +$88.3K +390 +18%
HKIM
1262
Hayek Kallen Investment Management
Alabama
$629K +$577K +2,550 New
CSPIA
1263
Cary Street Partners Investment Advisory
Virginia
$628K -$91.5K -404 -14%
CF
1264
Centaurus Financial
California
$625K
NB
1265
Northwest Bancshares
Pennsylvania
$624K -$30.8K -136 -5%
TFA
1266
TPG Financial Advisors
Oregon
$622K
CIAS
1267
Capital Investment Advisory Services
North Carolina
$622K +$30.3K +134 +6%
SIAG
1268
Signet Investment Advisory Group
Rhode Island
$621K
AWM
1269
Aevitas Wealth Management
Massachusetts
$621K +$1.81K +8 +0.3%
AWE
1270
Avidian Wealth Enterprises
Texas
$618K +$33.5K +148 +6%
EFA
1271
Evernest Financial Advisors
Indiana
$618K +$559K +2,471 New
EIA
1272
Edgemoor Investment Advisors
Maryland
$617K
SM
1273
SG3 Management
Puerto Rico
$616K +$566K +2,500 New
PL
1274
Pluribus Labs
California
$613K +$563K +2,487 New
FB
1275
Fulton Bank
Pennsylvania
$611K -$23.5K -104 -4%