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Automatic Data Processing

2,106 hedge funds and large institutions have $79.1B invested in Automatic Data Processing in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 703 increasing their positions, 823 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,106
Holders Change
+94
Holders Change %
+4.67%
% of All Funds
30.87%
Holding in Top 10
70
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-21.35%
% of All Funds
1.03%
New
231
Increased
703
Reduced
823
Closed
108
Calls
$574M
Puts
$589M
Net Calls
-$14.5M
Net Calls Change
-$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
1301
Clarkston Capital Partners
Michigan
$678K -$105K -450 -13%
AssetMark Inc
1302
AssetMark Inc
California
$674K +$58.5K +251 +10%
SEEDPG
1303
S.E.E.D. Planning Group
New York
$672K +$32.4K +139 +5%
SG
1304
StoneX Group
New York
$668K -$54.8K -234 -8%
OWP
1305
Obermeyer Wealth Partners
Colorado
$668K
CAG
1306
Crestwood Advisors Group
Massachusetts
$666K +$1.63K +7 +0.2%
PWMG
1307
Pinnacle Wealth Management Group
Michigan
$665K
LWM
1308
Liberty Wealth Management
California
$665K +$13.5K +58 +2%
MCM
1309
Maple Capital Management
Vermont
$664K +$4.19K +18 +0.6%
EWM
1310
Evermay Wealth Management
Virginia
$662K -$210K -899 -24%
HAG
1311
HF Advisory Group
Maryland
$662K +$3.49K +15 +0.5%
BFM
1312
Boothbay Fund Management
New York
$662K -$4.4M -18,900 -87%
BOCM
1313
Bontempo Ohly Capital Management
Maryland
$659K
AIM
1314
Alhambra Investment Management
Florida
$658K
KWM
1315
KFG Wealth Management
Indiana
$656K -$4.43K -19 -0.7%
WF
1316
Wayfinding Financial
Washington
$656K -$24.6K -105 -4%
MRCM
1317
M&R Capital Management
New Jersey
$656K +$5.13K +22 +0.8%
TPWM
1318
Twelve Points Wealth Management
Massachusetts
$654K -$44.7K -192 -6%
SHFA
1319
SS&H Financial Advisors
Michigan
$652K
MA
1320
MCF Advisors
Kentucky
$652K +$40.5K +173 +7%
HPM
1321
Hoxton Planning & Management
West Virginia
$650K -$30.8K -132 -5%
EIA
1322
Edgemoor Investment Advisors
Maryland
$649K -$10.5K -45 -2%
LAM
1323
LifePro Asset Management
California
$647K +$1.86K +8 +0.3%
RW
1324
Rede Wealth
Virginia
$647K +$466 +2 +0.1%
IGWM
1325
ICA Group Wealth Management
Colorado
$647K +$124K +533 +24%