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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 %
NMG
2001
New Millennium Group
Utah
$47.3K -$14.2K -61 -23%
RAM
2002
Riggs Asset Management
Pennsylvania
$46.6K
MSFP
2003
Mark Sheptoff Financial Planning
Connecticut
$46.6K
RG
2004
Retirement Group
California
$45.9K
VC
2005
Vestor Capital
Illinois
$44K +$44K +190 New
FPFS
2006
First Personal Financial Services
North Carolina
$42.9K
BSWA
2007
Bromfield Sneider Wealth Advisors
Massachusetts
$42.2K
BL
2008
BFSG LLC
California
$41.9K +$41.9K +180 New
BIA
2009
Bell Investment Advisors
California
$41K -$6.52K -28 -14%
EA
2010
Evolution Advisers
Virginia
$41K +$41K +176 New
MSG
2011
Main Street Group
Virginia
$40.7K +$40.7K +174 New
RCM
2012
Raleigh Capital Management
North Carolina
$40K -$467 -2 -1%
CTA
2013
Colonial Trust Advisors
South Carolina
$38.9K -$19.6K -84 -33%
CWM
2014
Cedar Wealth Management
California
$38.9K
PA
2015
Pineridge Advisors
Missouri
$38.9K +$38.9K +167 New
WIM
2016
Westside Investment Management
California
$38.4K
FFO
2017
Fortitude Family Office
Arizona
$34.9K +$34.9K +150 New
CWM
2018
CarsonAllaria Wealth Management
Illinois
$34.8K
NC
2019
NewSquare Capital
Pennsylvania
$34K -$524K -2,250 -94%
PFA
2020
Pathway Financial Advisers
Indiana
$33.5K +$233 +1 +0.7%
TWP
2021
TFO Wealth Partners
Ohio
$32.4K -$699 -3 -2%
CAS
2022
Coppell Advisory Solutions
Texas
$32.4K +$233 +1 +0.7%
SIS
2023
Strategic Investment Solutions
Illinois
$32.4K +$32.4K +139 New
GKIM
2024
GW&K Investment Management
Massachusetts
$32K -$1.39K -6 -4%
DFA
2025
DHJJ Financial Advisors
Illinois
$31.7K -$1.4K -6 -4%