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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
30.88%
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 %
IFS
2026
Intelligent Financial Strategies
Minnesota
$31.6K -$66.6K -284 -68%
LF
2027
Lee Financial
Texas
$29.8K +$4.45K +19 +18%
ECM
2028
Estabrook Capital Management
New York
$29.1K
CA
2029
Centerpoint Advisors
Massachusetts
$29K -$8.82K -38 -23%
SOW
2030
State of Wyoming
Wyoming
$28.4K -$31.2K -134 -52%
AP
2031
Aspect Partners
Virginia
$28.4K +$28.4K +122 New
FMP
2032
Financial Management Professionals
Texas
$28K -$8.49K -37 -23%
IFAM
2033
Institutional & Family Asset Management
Colorado
$27.5K -$13.7K -59 -33%
CPG
2034
Custom Portfolio Group
Colorado
$26K +$26K +111 New
SC
2035
Stephens Consulting
Michigan
$25.5K +$232 +1 +0.9%
DWM
2036
Dogwood Wealth Management
Kansas
$25.5K +$25.5K +109 New
SFA
2037
Semmax Financial Advisors
North Carolina
$25K
GA
2038
GoalVest Advisory
New York
$24.7K -$699 -3 -3%
TCCM
2039
Timber Creek Capital Management
Massachusetts
$23.3K -$23.3K -100 -50%
BC
2040
Barrett & Company
Rhode Island
$23.3K
MBFW
2041
Morton Brown Family Wealth
Pennsylvania
$23.3K +$23.3K +100 New
OIAM
2042
OFI Invest Asset Management
France
$23K -$211 -1 -0.9%
POIA
2043
Pin Oak Investment Advisors
Texas
$22K
GWSA
2044
Global Wealth Strategies & Associates
Colorado
$21.7K
BCMLT
2045
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K
NFA
2046
Northwest Financial Advisors
Virginia
$20.9K +$20.9K +90 New
NOI
2047
Newton One Investments
Delaware
$20.7K -$4.18K -18 -17%
PP
2048
PFS Partners
New Jersey
$20.1K
FSWA
2049
Financial Synergies Wealth Advisors
Texas
$20.1K -$478 -2 -2%
HCP
2050
Hexagon Capital Partners
Arkansas
$20K -$6.06K -26 -23%