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Automatic Data Processing
ADP

Overview Fund Activity

2,386 hedge funds and large institutions have $98.3B invested in Automatic Data Processing in 2024 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 782 increasing their positions, 883 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
+172
Holders Change %
+7.77%
% of All Funds
31.76%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.08%
New
297
Increased
782
Reduced
883
Closed
79
Calls
$681M
Puts
$550M
Net Calls
+$131M
Net Calls Change
+$279M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$397M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$380M
3
Citadel Advisors
Citadel Advisors
Florida
+$349M
4
Northern Trust
Northern Trust
Illinois
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$160M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$6.31B
2
VAM
Veritas Asset Management
United Kingdom
-$386M
3
IAIM
International Assets Investment Management
Florida
-$345M
4
Goldman Sachs
Goldman Sachs
New York
-$265M
5
Barclays
Barclays
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
551
Envestnet Portfolio Solutions
Illinois
$6.94M -$545K -1,863 -7%
CWG
552
Cornerstone Wealth Group
North Carolina
$6.91M +$86.6K +296 +1%
WCM
553
Windward Capital Management
California
$6.89M -$103K -353 -1%
HCM
554
Hudson Capital Management
New Jersey
$6.87M – – –
FTA
555
Financial & Tax Architects
Missouri
$6.86M -$24.6K -84 -0.4%
CG
556
Caprock Group
Idaho
$6.86M +$546K +1,857 +9%
AWS
557
Atria Wealth Solutions
New York
$6.85M -$4.57M -15,555 -40%
LCM
558
Logan Capital Management
Pennsylvania
$6.85M -$148K -507 -2%
PFS
559
Physicians Financial Services
North Carolina
$6.79M +$219K +749 +3%
MBTD
560
Mechanics Bank - Trust Department
California
$6.78M -$79.6K -272 -1%
DWT
561
Dorsey & Whitney Trust
South Dakota
$6.76M +$2.34K +8 +0%
SIG
562
Sky Investment Group
Connecticut
$6.74M -$38.9K -133 -0.6%
BRCM
563
Bright Rock Capital Management
Massachusetts
$6.73M – – –
ET
564
Equitable Trust
Tennessee
$6.71M +$218K +744 +3%
BF
565
BOK Financial
Oklahoma
$6.67M -$330K -1,149 -5%
ST
566
Spinnaker Trust
Maine
$6.65M -$149K -508 -2%
PAM
567
Peninsula Asset Management
Florida
$6.63M -$33.7K -115 -0.5%
RMC
568
Resources Management Corp
Connecticut
$6.62M -$78.7K -269 -1%
EWA
569
EP Wealth Advisors
California
$6.58M +$689K +2,353 +12%
FCBT
570
First Citizens Bank & Trust
North Carolina
$6.57M -$257K -879 -4%
BCFD
571
Boit C.F. David
$6.56M – – –
EH
572
Equitable Holdings
New York
$6.54M -$89.6K -306 -1%
TFA
573
Toth Financial Advisory
Virginia
$6.52M -$90.7K -310 -1%
MSRPS
574
Maryland State Retirement & Pension System
Maryland
$6.49M -$445K -1,521 -6%
AA
575
ALPS Advisors
Colorado
$6.49M -$20.5K -70 -0.3%
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