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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 %
CFGSD
1726
Compass Financial Group (South Dakota)
South Dakota
$290K
GWANC
1727
Guardian Wealth Advisors (North Carolina)
North Carolina
$289K +$19K +76 +7%
CFS
1728
Commonwealth Financial Services
West Virginia
$289K
GWM
1729
Gitterman Wealth Management
New Jersey
$288K +$6.25K +25 +2%
LI
1730
LRI Investments
Florida
$287K +$287K +1,150 New
LGWM
1731
Litman Gregory Wealth Management
California
$285K +$285K +1,142 New
TAM
1732
Trillium Asset Management
Massachusetts
$285K -$11.7K -47 -4%
AC
1733
Asio Capital
Kentucky
$285K
CAM
1734
Cidel Asset Management
Ontario, Canada
$284K
NFGCM
1735
Norman Fields Gottscho Capital Management
New York
$284K
SAM
1736
Summit Asset Management
Tennessee
$284K
PCA
1737
Peddock Capital Advisors
Massachusetts
$284K
OTL
1738
Oak Thistle LLC
New York
$282K -$1.01M -4,062 -78%
BFA
1739
Brendel Financial Advisors
New Hampshire
$282K
FNB
1740
Farmers National Bank
Kentucky
$281K -$13K -52 -4%
FMB
1741
Field & Main Bank
Kentucky
$281K -$31.2K -125 -10%
TC
1742
Trilogy Capital
California
$279K +$279K +1,119 New
OWA
1743
Outlook Wealth Advisors
Texas
$279K +$61.2K +245 +28%
MFS
1744
Madrona Financial Services
Washington
$279K
HIP
1745
HUB Investment Partners
Texas
$278K +$278K +1,113 New
NJBEST
1746
New Jersey Better Educational Savings Trust
New Jersey
$277K
9WM
1747
9258 Wealth Management
Ohio
$277K
AIM
1748
AMI Investment Management
Indiana
$277K
EWM
1749
Endowment Wealth Management
Wisconsin
$277K +$250 +1 +0.1%
PCH
1750
PGIM Custom Harvest
New Jersey
$276K +$25.5K +102 +10%