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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
TSWM
1776
Tyler-Stone Wealth Management
Ohio
$109K +$101K +444 New
RFA
1777
Reilly Financial Advisors
California
$107K
CH
1778
Canton Hathaway
Rhode Island
$104K
MFA
1779
McClarren Financial Advisors
Pennsylvania
$104K +$679 +3 +0.7%
KC
1780
Knuff & Co
California
$102K
ZB
1781
Zions Bancorporation
Utah
$99K -$2.26K -10 -2%
GAM
1782
Gemmer Asset Management
California
$99K
FC
1783
Family CFO
California
$99K +$90.6K +400 New
TC
1784
TAP Consulting
Missouri
$94K +$85.8K +379 New
MGIM
1785
M&G Investment Management
United Kingdom
$93.4K -$52.6M -232,343 -38%
DWA
1786
Dougherty Wealth Advisers
Minnesota
$92K
SIC
1787
SJS Investment Consulting
Ohio
$92K +$84.5K +373 New
CB
1788
CNB Bank
Pennsylvania
$91K +$226 +1 +0.3%
JWA
1789
JFS Wealth Advisors
Pennsylvania
$90K +$57.3K +253 +224%
NSB
1790
Norway Savings Bank
Maine
$89K
FMTCOCP
1791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89K +$15.8K +70 +24%
SOW
1792
State of Wyoming
Wyoming
$88K -$453 -2 -0.6%
BC
1793
Burleson & Co
California
$87K +$226 +1 +0.3%
PCFFS
1794
Pacific Center for Financial Services
California
$86K
C
1795
Covestor
United Kingdom
$86K +$78.8K +348 New
AWM
1796
Accel Wealth Management
Iowa
$83K +$2.72K +12 +4%
NC
1797
NewSquare Capital
Pennsylvania
$82K
CFFP
1798
Center for Financial Planning
Michigan
$81K
CA
1799
CoreCap Advisors
Michigan
$80K +$73.8K +326 New
EWM
1800
Edge Wealth Management
New York
$79K