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Automatic Data Processing

1,972 hedge funds and large institutions have $72.6B invested in Automatic Data Processing in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 681 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
+15
Holders Change %
+0.77%
% of All Funds
31.1%
Holding in Top 10
74
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.76%
% of All Funds
1.17%
New
126
Increased
681
Reduced
782
Closed
97
Calls
$391M
Puts
$413M
Net Calls
-$21.9M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1926
Rise Advisors
New York
$14.8K -$8.17K -37 -36%
LFASL
1927
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$14.7K +67 New
AWM
1928
Abound Wealth Management
Tennessee
$14.3K +$2.42K +11 +20%
EDRH
1929
Edmond de Rothschild Holding
Switzerland
$13.6K
VF
1930
VitalStone Financial
Texas
$13K
TC
1931
Truvestments Capital
Florida
$13K
VAG
1932
VisionPoint Advisory Group
Texas
$12.3K +$12.3K +56 New
PAG
1933
Paladin Advisory Group
Iowa
$12.3K
TFGT
1934
TS Financial Group (TSFG)
Illinois
$11K +$423 +2 +4%
OLVIG
1935
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8K
TAM
1936
Tucker Asset Management
Colorado
$10.3K -$3.3K -15 -24%
FA
1937
Fiduciary Alliance
South Carolina
$9.45K +$9.45K +43 New
TJHA
1938
Thomas J. Herzfeld Advisors
Florida
$9.23K
LFA
1939
Level Financial Advisors
New York
$9.23K +$9.23K +42 New
HWP
1940
Highline Wealth Partners
California
$8.13K -$1.1K -5 -12%
CAM
1941
ClariVest Asset Management
California
$7K -$7.88M -38,283 -100%
SF
1942
Safeguard Financial
Wisconsin
$7K +$7K +34 New
JFG
1943
JDM Financial Group
Texas
$6.59K
ETC
1944
Exchange Traded Concepts
Oklahoma
$6.15K -$49.5K -225 -89%
SCA
1945
Stuart Chaussee & Associates
California
$6.15K
WAM
1946
Worth Asset Management
Texas
$5.72K
GAG
1947
Goodman Advisory Group
Massachusetts
$5.5K
NF
1948
Norwood Financial
Pennsylvania
$5.49K
EAM
1949
Eukles Asset Management
Ohio
$5.06K
BCPWM
1950
Bradley & Co Private Wealth Management
Florida
$4.84K