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Automatic Data Processing
ADP

Overview Fund Activity

2,012 hedge funds and large institutions have $78.8B invested in Automatic Data Processing in 2023 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 680 increasing their positions, 808 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+40
Holders Change %
+2.03%
% of All Funds
32.08%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.42%
New
150
Increased
680
Reduced
808
Closed
86
Calls
$533M
Puts
$480M
Net Calls
+$52.8M
Net Calls Change
+$74.7M

Top Buyers

1
Invesco
Invesco
Georgia
+$218M
2
Citadel Advisors
Citadel Advisors
Florida
+$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$132M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$107M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
-$256M
2
Holocene Advisors
Holocene Advisors
New York
-$180M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$179M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$122M
5
UBS AM
UBS AM
Illinois
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
651
Brookstone Capital Management
Illinois
$3.49M +$1.71M +6,958 +96%
CWP
652
Cyndeo Wealth Partners
Florida
$3.48M -$89.5K -372 -3%
RBA
653
Richard Bernstein Advisors
New York
$3.48M +$381K +1,583 +12%
BFIM
654
Beese Fulmer Investment Management
Ohio
$3.48M -$16.8K -70 -0.5%
CM
655
Capula Management
Cayman Islands
$3.46M +$2.94M +12,213 +561%
WTA
656
Washington Trust Advisors
Massachusetts
$3.46M – – –
KCFA
657
Key Client Fiduciary Advisors
New Jersey
$3.45M -$21.4K -89 -0.6%
FAN
658
Financial Advisors Network
California
$3.44M +$3.44M +14,291 New
Westfield Capital Management
659
Westfield Capital Management
Massachusetts
$3.43M +$3.43M +14,252 New
AIM
660
Anchor Investment Management
South Carolina
$3.42M -$481 -2 -0%
RCA
661
Resonant Capital Advisors
Wisconsin
$3.41M -$8.71K -36 -0.3%
AI
662
AXS Investments
New York
$3.41M -$233K -969 -6%
LC
663
Legacy CG
Texas
$3.4M +$245K +1,018 +8%
FG
664
Fiduciary Group
Georgia
$3.36M +$8.42K +35 +0.3%
IWC
665
Integrated Wealth Concepts
Massachusetts
$3.35M -$476K -1,977 -12%
RIA
666
Regal Investment Advisors
Michigan
$3.33M +$116K +483 +4%
MWP
667
MYCIO Wealth Partners
Pennsylvania
$3.32M – – –
BFA
668
Bill Few Associates
Pennsylvania
$3.32M +$107K +445 +3%
BSA
669
Bull Street Advisors
Georgia
$3.31M +$1.44K +6 +0%
WSFS
670
Wilmington Savings Fund Society
Delaware
$3.31M +$5.05K +21 +0.2%
BHA
671
Beech Hill Advisors
New York
$3.29M -$50K -208 -1%
ST
672
Smithfield Trust
Pennsylvania
$3.28M -$51.3K -213 -2%
MMA
673
Mizuho Markets Americas
New York
$3.25M +$3.25M +13,529 New
WPP
674
Whalerock Point Partners
Rhode Island
$3.24M – – –
MYLI
675
Meiji Yasuda Life Insurance
Japan
$3.22M +$1.16M +4,840 +57%
25 26
27
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