We are live on ! Find out more
ADP icon

Automatic Data Processing

1,594 hedge funds and large institutions have $51.6B invested in Automatic Data Processing in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 557 increasing their positions, 617 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

8% more capital invested

Capital invested by funds: $47.6B → $51.6B (+$3.96B)

1% more funds holding

Funds holding: 1,5731,594 (+21)

4% more call options, than puts

Call options by funds: $212M | Put options by funds: $204M

0.12% less ownership

Funds ownership: 80.76%80.64% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 617

19% less funds holding in top 10

Funds holding in top 10: 7258 (-14)

Holders
1,594
Holders Change
+21
Holders Change %
+1.34%
% of All Funds
32.68%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
1.19%
New
127
Increased
557
Reduced
617
Closed
92
Calls
$212M
Puts
$204M
Net Calls
+$7.95M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1501
Edge Wealth Management
New York
$52K
OIA
1502
Optimum Investment Advisors
Illinois
$52K
SFG
1503
Sowa Financial Group
Rhode Island
$52K
VNA
1504
Valley National Advisers
Pennsylvania
$51K +$2.86K +20 +6%
FPFS
1505
First Personal Financial Services
North Carolina
$50K
NC
1506
NewSquare Capital
Pennsylvania
$50K
PFO
1507
Pathstone Family Office
New Jersey
$50K
BBA
1508
Braun-Bostich & Associates
Pennsylvania
$50K +$37.4K +261 +339%
VAIA
1509
Virtus Alternative Investment Advisers
Connecticut
$49K +$47.4K +331 New
CBT
1510
Central Bank & Trust
Kentucky
$48K -$3.58K -25 -7%
RWB
1511
RMR Wealth Builders
New Jersey
$47K +$45.4K +317 New
MIFH
1512
Migdal Insurance & Financial Holdings
Israel
$46K -$3.72K -26 -8%
CWM
1513
Campbell Wealth Management
Virginia
$46K +$43.8K +306 New
CFFP
1514
Center for Financial Planning
Michigan
$45K -$19.9K -139 -31%
CT
1515
Clearstead Trust
Maine
$45K
HS
1516
Horan Securities
United States
$45K +$9.31K +65 +27%
TFO
1517
Tarbox Family Office
California
$45K +$19.9K +139 +86%
YAL
1518
Your Advocates Ltd
Texas
$44K
JWM
1519
Janiczek Wealth Management
Colorado
$44K +$42.7K +298 New
FMP
1520
Financial Management Professionals
Texas
$42K +$40.2K +281 +28,100%
VRM
1521
Vectors Research Management
New York
$40K -$2.58K -18 -6%
GEA
1522
Glen Eagle Advisors
New Jersey
$39.7K +$25.8K +180 +207%
JFA
1523
JNBA Financial Advisors
Minnesota
$36K
MSFP
1524
Mark Sheptoff Financial Planning
Connecticut
$34K
CB
1525
CNB Bank
Pennsylvania
$33K