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Automatic Data Processing

2,149 hedge funds and large institutions have $78B invested in Automatic Data Processing in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 821 increasing their positions, 797 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
31.25%
Holding in Top 10
63
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-20.25%
% of All Funds
0.92%
New
133
Increased
821
Reduced
797
Closed
99
Calls
$424M
Puts
$353M
Net Calls
+$71.4M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MIS
1726
Morningstar Investment Services
Illinois
$283K +$55.1K +232 +24%
9WM
1727
9258 Wealth Management
Ohio
$283K +$18.1K +76 +7%
AL
1728
Aspiriant LLC
California
$282K -$102K -426 -27%
IPWA
1729
International Private Wealth Advisors
California
$282K +$27.7K +116 +11%
CB
1730
Centennial Bank
Arkansas
$281K
DWAM
1731
Duncan Williams Asset Management
Tennessee
$280K +$1.67K +7 +0.6%
PWP
1732
Phillips Wealth Planners
Mississippi
$279K -$9.13K -39 -3%
SCM
1733
Stonehearth Capital Management
Massachusetts
$278K
CFS
1734
CRA Financial Services
New Jersey
$278K
CFGSD
1735
Compass Financial Group (South Dakota)
South Dakota
$277K
SSI
1736
Scott & Selber Inc
Texas
$277K
VIM
1737
Vinva Investment Management
Australia
$277K -$746K -3,143 -73%
GWANC
1738
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K -$1.43K -6 -0.5%
LI
1739
LRI Investments
Florida
$274K
AWM
1740
Austin Wealth Management
Texas
$274K
LGWM
1741
Litman Gregory Wealth Management
California
$273K
AC
1742
Asio Capital
Kentucky
$272K
SIC
1743
Sigma Investment Counselors
Michigan
$272K -$25.3K -106 -9%
FUBT
1744
First United Bank & Trust
Maryland
$272K -$25.3K -106 -9%
CFG
1745
Cooper Financial Group
California
$272K +$43K +180 +19%
CAM
1746
Cidel Asset Management
Ontario, Canada
$272K
FTIS
1747
First Trust Investment Solutions
Florida
$272K +$272K +1,138 New
SAM
1748
Summit Asset Management
Tennessee
$271K
PFA
1749
Pathway Financial Advisors
Vermont
$271K +$32.7K +137 +14%
BFA
1750
Brendel Financial Advisors
New Hampshire
$270K