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Automatic Data Processing

2,122 hedge funds and large institutions have $79.3B invested in Automatic Data Processing in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 709 increasing their positions, 825 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 108

5% more funds holding

Funds holding: 2,0232,122 (+99)

3.16% more ownership

Funds ownership: 79.56%82.72% (+3.2%)

0% more capital invested

Capital invested by funds: $79B → $79.3B (+$316M)

2% less call options, than puts

Call options by funds: $574M | Put options by funds: $589M

14% less repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 825

22% less funds holding in top 10

Funds holding in top 10: 9070 (-20)

Holders
2,122
Holders Change
+99
Holders Change %
+4.89%
% of All Funds
30.93%
Holding in Top 10
70
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-22.22%
% of All Funds
1.02%
New
236
Increased
709
Reduced
825
Closed
108
Calls
$574M
Puts
$589M
Net Calls
-$14.5M
Net Calls Change
-$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HTI
801
Hikari Tsushin Inc
Japan
$2.42M
Harris Associates
802
Harris Associates
Illinois
$2.42M +$505K +2,169 +26%
MFIM
803
Mesirow Financial Investment Management
Illinois
$2.42M +$3.47M +14,906 New
CIAS
804
CFS Investment Advisory Services
New Jersey
$2.42M -$135K -578 -5%
GP
805
Greenline Partners
New York
$2.41M
DZ Bank
806
DZ Bank
Germany
$2.41M -$12.1K -52 -0.5%
PTC
807
Private Trust Company
Ohio
$2.4M
BC
808
Burney Company
Virginia
$2.39M -$14.2K -61 -0.6%
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$2.38M -$4.19K -18 -0.2%
PIA
810
Petredis Investment Advisors
Pennsylvania
$2.37M -$65.5K -281 -3%
CAM
811
Carret Asset Management
New York
$2.36M
JMFC
812
J.M. Forbes & Co
Massachusetts
$2.36M -$15.6K -67 -0.7%
FI
813
FJ Investments
Utah
$2.36M +$2.36M +10,124 New
P
814
Pitcairn
Pennsylvania
$2.36M +$420K +1,801 +22%
NHT
815
New Hampshire Trust
New Hampshire
$2.36M -$9.32K -40 -0.4%
DI
816
DFPG Investments
Utah
$2.36M +$76K +326 +3%
EHC
817
Everett Harris & Co
California
$2.35M
GFA
818
Gifford Fong Associates
California
$2.33M
SNBOSCI
819
Security National Bank of Sioux City Iowa
Iowa
$2.32M -$28.7K -123 -1%
HA
820
Hamel Associates
New Jersey
$2.32M -$21K -90 -0.9%
MAS
821
Meeder Advisory Services
Ohio
$2.31M +$671K +2,878 +41%
EARNEST Partners
822
EARNEST Partners
Georgia
$2.3M -$46.1K -198 -2%
CWM
823
Congress Wealth Management
Massachusetts
$2.29M +$864K +3,707 +60%
IWA
824
Icon Wealth Advisors
Texas
$2.29M +$2.29M +9,829 New
EHWM
825
Eads & Heald Wealth Management
Georgia
$2.28M -$14K -60 -0.6%

ADP Hedge Fund Activity: Q4 2023 in Review

2,122 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2023, worth a combined $79.3B — up 0.4% from $79B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new ADP positions and 108 closed out — a net gain of 128 holders — while 709 added to existing stakes and 825 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.51B. The largest seller was Citadel Advisors, cutting an estimated $271M.

  • 2,122 institutional investors held Automatic Data Processing (ADP) as of Q4 2023, up from 2,023 in Q3 2023.
  • Funds reported $79.3B of Automatic Data Processing stock for Q4 2023, up 0.4% quarter-over-quarter.
  • 236 funds opened new Automatic Data Processing positions in Q4 2023 and 108 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2023 was Morgan Stanley, an estimated $2.51B added.
  • The largest Automatic Data Processing seller in Q4 2023 was Citadel Advisors, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2023.