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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 %
VWA
1976
Valued Wealth Advisors
Utah
$64.9K +$64.9K +268 New
FPF
1977
First Pacific Financial
Washington
$63.6K +$6.06K +26 +11%
MAM
1978
Magellan Asset Management
Australia
$63.1K
MTIC
1979
Missouri Trust & Investment Company
Missouri
$62.9K
PK
1980
Pflug Koory
Nebraska
$62.2K
CWM
1981
Compass Wealth Management
Connecticut
$62.2K
MSWM
1982
McGlone Suttner Wealth Management
Wisconsin
$62.1K +$62.1K +266 New
PGAM
1983
Princeton Global Asset Management
New Jersey
$61.3K
W
1984
WealthCollab
Washington
$61K +$61K +262 New
OPTFSNA
1985
Old Point Trust & Financial Services N A
Virginia
$61K +$61K +262 New
CIA
1986
Cape Investment Advisory
Georgia
$58.6K -$700 -3 -1%
OIA
1987
Optimum Investment Advisors
Illinois
$58.2K -$233 -1 -0.4%
OCM
1988
Orion Capital Management
California
$58.2K
BGAI
1989
Bruce G. Allen Investments
Colorado
$57.1K +$57.1K +245 New
FCT
1990
First Community Trust
Iowa
$55.4K
RTL
1991
Red Tortoise LLC
Georgia
$55.4K +$233 +1 +0.4%
CMP
1992
Coston McIsaac & Partners
Maine
$54K +$233 +1 +0.4%
CAC
1993
Core Alternative Capital
Georgia
$53.5K -$10.7K -46 -17%
PP
1994
PrairieView Partners
Minnesota
$53K
IPW
1995
Impact Partnership Wealth
Georgia
$52.4K +$29.1K +125 +125%
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$51.5K
RFA
1997
Resurgent Financial Advisors
Georgia
$51.3K +$4.66K +20 +10%
FCG
1998
Financial Connections Group
California
$51K
DSC
1999
Duncker Streett & Co
Missouri
$49.6K +$233 +1 +0.5%
CFFP
2000
Center for Financial Planning
Michigan
$47.8K