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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 %
CF
1876
Copperwynd Financial
Arizona
$209K -$1.35M -5,813 -87%
IA
1877
IFS Advisors
Kansas
$208K
MGWA
1878
Monument Group Wealth Advisors
Massachusetts
$208K +$208K +891 New
EWM
1879
Elevatus Welath Management
New York
$208K +$8.15K +35 +4%
B
1880
Birchbrook
Maine
$207K +$207K +890 New
HIC
1881
Holderness Investments Company
North Carolina
$207K +$207K +890 New
BBW
1882
Blue Barn Wealth
Utah
$207K +$207K +888 New
ETIA
1883
Epic Trust Investment Advisors
Washington
$206K -$13.5K -58 -6%
SWM
1884
Stockman Wealth Management
Montana
$205K
SWA
1885
SOA Wealth Advisors
New York
$204K +$164K +704 +407%
SWM
1886
Sterling Wealth Management
Illinois
$203K +$203K +872 New
OWA
1887
Outlook Wealth Advisors
Texas
$203K +$203K +871 New
AWA
1888
Amplius Wealth Advisors
Pennsylvania
$202K -$699 -3 -0.3%
NCM
1889
Noesis Capital Mangement
Florida
$202K
TCM
1890
Telos Capital Management
California
$201K +$201K +862 New
IPWA
1891
International Private Wealth Advisors
California
$201K +$201K +862 New
WGAM
1892
Wilkinson Global Asset Management
New York
$200K -$5.82K -25 -3%
AAG
1893
Armstrong Advisory Group
Massachusetts
$198K
WCM
1894
Winthrop Capital Management
Indiana
$196K +$196K +840 New
CUAMC
1895
China Universal Asset Management Company
China
$192K -$167K -714 -47%
C
1896
Covestor
United Kingdom
$192K -$19.6K -84 -9%
RBC
1897
Roble Belko & Company
Pennsylvania
$191K
MME
1898
Meag Munich Ergo
Germany
$191K -$767K -3,294 -80%
HWM
1899
HighMark Wealth Management
Minnesota
$185K
TSW
1900
Thompson Siegel & Walmsley
Virginia
$170K -$12.8K -55 -7%