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Automatic Data Processing
ADP

Overview Fund Activity

2,048 hedge funds and large institutions have $81.5B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 651 increasing their positions, 820 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
+89
Holders Change %
+4.54%
% of All Funds
33.04%
Holding in Top 10
96
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.29%
% of All Funds
1.55%
New
207
Increased
651
Reduced
820
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$332M
2
BlackRock
BlackRock
New York
+$321M
3
Amundi
Amundi
France
+$209M
4
Charles Schwab
Charles Schwab
California
+$197M
5
Morgan Stanley
Morgan Stanley
New York
+$190M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$250M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$245M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$239M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$202M
5
Bank of America
Bank of America
North Carolina
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
901
SignatureFD
Georgia
$1.64M +$48.3K +202 +3%
MWM
902
Modera Wealth Management
New Jersey
$1.64M -$145K -607 -8%
DLA
903
Douglas Lane & Associates
New York
$1.64M -$100K -419 -6%
TMAM
904
Tokio Marine Asset Management
Japan
$1.64M +$138K +577 +9%
BFA
905
Bragg Financial Advisors
North Carolina
$1.63M +$28.7K +120 +2%
CA
906
CoreCap Advisors
Michigan
$1.63M +$1.3M +5,454 +402%
FBT
907
First Bankers Trust
Kentucky
$1.63M -$408K -1,708 -20%
HSA
908
HBK Sorce Advisory
Pennsylvania
$1.62M +$809K +3,386 +100%
RC
909
Reik & Co
New York
$1.62M – – –
OMC
910
Overbrook Management Corp
New York
$1.61M – – –
LGF
911
LGT Group Foundation
Liechtenstein
$1.61M +$442K +1,850 +38%
BDA
912
Borer Denton & Associates
Pennsylvania
$1.6M – – –
GD
913
Grandfield & Dodd
New York
$1.6M -$41.8K -175 -3%
MPPW
914
Mitchell & Pahl Private Wealth
Oklahoma
$1.6M +$16.2K +68 +1%
RCWM
915
Royal Capital Wealth Management
Indiana
$1.6M -$1.19K -5 -0.1%
ADL
916
Asset Dedication LLC
California
$1.6M +$108K +455 +7%
HIC
917
Harvey Investment Company
Kentucky
$1.59M – – –
CF
918
Copperwynd Financial
Arizona
$1.58M +$1.58M +6,612 New
MCM
919
Mendel Capital Management
Arkansas
$1.57M -$48.7K -204 -3%
SWM
920
Sendero Wealth Management
Texas
$1.57M +$132K +552 +9%
VFA
921
Valeo Financial Advisors
Indiana
$1.55M +$220K +921 +16%
PP
922
Patten & Patten
Tennessee
$1.55M +$9.55K +40 +0.6%
MA
923
Mutual Advisors
Nebraska
$1.55M +$36.3K +152 +2%
SS
924
Simplicity Solutions
Minnesota
$1.55M +$59.7K +250 +4%
SFA
925
Sequoia Financial Advisors
Ohio
$1.55M +$263K +1,100 +20%
35 36
37
38 39