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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 %
MMPW
801
Mitchell McLeod Pugh & Williams
Alabama
$2.18M -$26K -108 -1%
AWM
802
Avitas Wealth Management
California
$2.18M -$44.3K -184 -2%
KNW
803
Kesler Norman & Wride
Utah
$2.17M -$150K -622 -6%
RA
804
RFG Advisory
Alabama
$2.17M +$4.81K +20 +0.2%
SRAM
805
Spouting Rock Asset Management
Pennsylvania
$2.16M +$127K +528 +6%
CC
806
Courier Capital
New York
$2.16M +$17.3K +72 +0.8%
KCPG
807
Kavar Capital Partners Group
Kansas
$2.15M – – –
BOH
808
Bank of Hawaii
Hawaii
$2.15M -$4.81K -20 -0.2%
LFM
809
LGT Fund Management
Liechtenstein
$2.14M -$766K -3,200 -26%
GWCM
810
Godshalk Welsh Capital Management
Pennsylvania
$2.14M -$146K -605 -6%
PVI
811
Pine Valley Investments
New Jersey
$2.13M +$170K +704 +9%
FHA
812
First Horizon Advisors
Tennessee
$2.13M -$28.6K -119 -1%
AIC
813
Argus Investors Counsel
New York
$2.12M -$66.9K -278 -3%
TMAM
814
Tokio Marine Asset Management
Japan
$2.12M +$203K +842 +11%
PPWM
815
Paragon Private Wealth Management
Kentucky
$2.12M +$62.1K +258 +3%
HIIFS
816
Harel Insurance Investments & Financial Services
Israel
$2.12M +$603K +2,485 +40%
MLA
817
MB, Levis & Associates
Pennsylvania
$2.1M +$2.41K +10 +0.1%
ABC
818
Associated Banc-Corp
Wisconsin
$2.09M -$6.01K -25 -0.3%
AFA
819
Abacus FCF Advisors
Florida
$2.09M -$22.4K -93 -1%
WAM
820
Worth Asset Management
Texas
$2.09M +$2.08M +8,647 +33,258%
ICM
821
IMS Capital Management
Oregon
$2.07M +$241 +1 +0%
MWM
822
Mission Wealth Management
California
$2.06M -$49.1K -204 -2%
TA
823
Tiedemann Advisors
New York
$2.06M +$242 +1 +0%
ZIC
824
ZWJ Investment Counsel
Georgia
$2.06M +$2.06M +8,573 New
SPC
825
Sigma Planning Corp
Michigan
$2.05M +$109K +455 +6%
31 32
33
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