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Automatic Data Processing

2,145 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 787 increasing their positions, 827 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+39
Holders Change %
+1.85%
% of All Funds
31.09%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.15%
New
158
Increased
787
Reduced
827
Closed
94
Calls
$609M
Puts
$504M
Net Calls
+$105M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1451
Partnership Wealth Management
Maryland
$523K
SHGA
1452
Sand Hill Global Advisors
California
$522K -$12.2K -49 -2%
SWM
1453
Sugarloaf Wealth Management
Georgia
$521K +$250K +1,001 +92%
PAA
1454
Peregrine Asset Advisers
Oregon
$518K
IFWM
1455
Institute for Wealth Management
Colorado
$515K -$36.5K -146 -7%
GCA
1456
Guardian Capital Advisors
Ontario, Canada
$514K +$16.3K +67 +3%
CWM
1457
Chemistry Wealth Management
New York
$514K +$31.2K +125 +6%
FB
1458
Fulton Bank
Pennsylvania
$513K -$136K -545 -21%
AA
1459
Alesco Advisors
New York
$512K +$162K +649 +46%
TI
1460
Trexquant Investment
Connecticut
$508K +$508K +2,033 New
CST
1461
Charles Schwab Trust
Nevada
$505K -$495K -1,981 -50%
PPP
1462
Private Portfolio Partners
New Jersey
$504K
IPAM
1463
Investment Partners Asset Management
New Jersey
$504K -$8.74K -35 -2%
TCOO
1464
Trust Company of Oklahoma
Oklahoma
$503K -$41.2K -165 -8%
ONST
1465
Old North State Trust
North Carolina
$503K +$503K +2,016 New
BFPW
1466
BOK Financial Private Wealth
Colorado
$502K
AR
1467
Apeiron RIA
Texas
$502K +$7.49K +30 +2%
CVA
1468
Central Valley Advisors
California
$501K -$92.2K -369 -16%
BFA
1469
Buttonwood Financial Advisors
Maryland
$501K -$3.5K -14 -0.7%
PCTC
1470
Perkins Coie Trust Company
Washington
$500K
AFG
1471
Albion Financial Group
Utah
$499K
HI
1472
Hoey Investments
Pennsylvania
$499K
LCM
1473
LCM Capital Management
Illinois
$499K
OCPWS
1474
One Charles Private Wealth Services
Massachusetts
$499K -$38.5K -154 -7%
FMLI
1475
Fukoku Mutual Life Insurance
Japan
$499K