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Automatic Data Processing

2,145 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 787 increasing their positions, 827 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+39
Holders Change %
+1.85%
% of All Funds
31.09%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.15%
New
158
Increased
787
Reduced
827
Closed
94
Calls
$609M
Puts
$504M
Net Calls
+$105M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
2001
Park Place Capital
Alabama
$84.7K -$9.74K -39 -10%
TCG
2002
Transcendent Capital Group
Oklahoma
$83.2K
FFO
2003
Fortitude Family Office
Arizona
$82.2K +$44.7K +179 +119%
SGC
2004
Slocum, Gordon & Co
Rhode Island
$82.2K
IWP
2005
IAG Wealth Partners
Wisconsin
$82.2K +$250 +1 +0.3%
AF
2006
Advisornet Financial
Minnesota
$81.4K -$19.7K -79 -20%
YAL
2007
Your Advocates Ltd
Texas
$81.2K
GJWM
2008
Gilliland Jeter Wealth Management
Arkansas
$80.6K +$80.6K +323 New
GJIA
2009
Glass Jacobson Investment Advisors
Maryland
$79.2K
CPG
2010
Cornerstone Planning Group
New Jersey
$78.6K +$1.21K +5 +2%
TCM
2011
Tradewinds Capital Management
Washington
$78.2K +$500 +2 +0.6%
CFS
2012
CGC Financial Services
Oregon
$78.2K +$8.49K +34 +12%
VWA
2013
Valued Wealth Advisors
Utah
$77.4K +$10.1K +40 +15%
GA
2014
GoalVest Advisory
New York
$76.4K +$49.9K +200 +189%
FMTCOCP
2015
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
AWM
2016
Atticus Wealth Management
Florida
$71.2K
RG
2017
Retirement Group
California
$71.1K +$22K +88 +45%
OSNBOA
2018
Old Second National Bank of Aurora
Illinois
$70.4K -$10.2K -41 -13%
MTIC
2019
Missouri Trust & Investment Company
Missouri
$67.4K
CWM
2020
Compass Wealth Management
Connecticut
$66.7K
PK
2021
Pflug Koory
Nebraska
$66.7K
PGAM
2022
Princeton Global Asset Management
New Jersey
$65.8K
W
2023
WealthCollab
Washington
$65.4K
OPTFSNA
2024
Old Point Trust & Financial Services N A
Virginia
$65.4K
CIA
2025
Cape Investment Advisory
Georgia
$63K +$250 +1 +0.4%