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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
AIP
1301
Almanack Investment Partners
Pennsylvania
$574K -$1.81K -8 -0.3%
OFW
1302
Omnia Family Wealth
Florida
$570K
SCM
1303
Salem Capital Management
Massachusetts
$567K
TL
1304
Tradewinds LLC
North Carolina
$565K +$549K +2,425 New
WBCM
1305
Wilson & Boucher Capital Management
California
$564K +$518K +2,286 New
LC
1306
Lincoln Capital
Nebraska
$561K -$31.7K -140 -6%
SEEDPG
1307
S.E.E.D. Planning Group
New York
$561K +$210K +928 +69%
MMA
1308
Miracle Mile Advisors
California
$559K -$514K -2,271 -50%
CSIA
1309
Carl Stuart Investment Advisor
Texas
$559K +$513K +2,268 New
AFC
1310
AFT Forsyth & Company
Florida
$558K +$906 +4 +0.2%
FFM
1311
Forum Financial Management
Illinois
$558K +$512K +2,262 New
PGIM
1312
Pacific Global Investment Management
California
$557K
OCPWS
1313
One Charles Private Wealth Services
Massachusetts
$557K +$226 +1 +0%
SWMG
1314
Signature Wealth Management Group
Georgia
$555K +$69.7K +308 +16%
KFA
1315
Kelleher Financial Advisors
New York
$551K -$1.18M -5,197 -67%
QP
1316
Quilter Plc
United Kingdom
$550K -$9.06K -40 -2%
TWM
1317
Tolleson Wealth Management
Texas
$546K
GIM
1318
Goelzer Investment Management
Indiana
$545K -$10.9K -48 -2%
GWM
1319
Greenwich Wealth Management
Connecticut
$544K -$4.53K -20 -0.9%
MI
1320
Markston International
New York
$543K -$2.04K -9 -0.4%
CRWM
1321
Castle Rock Wealth Management
California
$543K +$226 +1 +0%
KMWM
1322
Keudell/Morrison Wealth Management
Oregon
$542K +$1.13K +5 +0.2%
FNBT
1323
FineMark National Bank & Trust
Florida
$541K -$17K -75 -3%
MCM
1324
Murphy Capital Management
New Jersey
$541K -$11.3K -50 -2%
FA
1325
Financial Advisors
Massachusetts
$541K +$6.57K +29 +1%