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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 %
OMC
926
Overbrook Management Corp
New York
$1.6M -$18K -75 -1%
ECM
927
ExodusPoint Capital Management
New York
$1.58M -$11.8M -49,028 -88%
Empower Advisory Group
928
Empower Advisory Group
Colorado
$1.58M -$109K -453 -6%
WI
929
Wahed Invest
New York
$1.57M +$140K +582 +10%
CW
930
CreativeOne Wealth
Kansas
$1.57M -$609K -2,532 -28%
SFA
931
Sequoia Financial Advisors
Ohio
$1.56M +$36.6K +152 +2%
S
932
SignatureFD
Georgia
$1.56M +$90K +374 +6%
Koshinski Asset Management
933
Koshinski Asset Management
Illinois
$1.55M -$18.8K -78 -1%
HIC
934
Harvey Investment Company
Kentucky
$1.55M – – –
GD
935
Grandfield & Dodd
New York
$1.55M -$4.81K -20 -0.3%
WAP
936
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$340K -1,413 -18%
TWA
937
Talisman Wealth Advisors
New Jersey
$1.55M +$953K +3,569 +161%
CW
938
Connectus Wealth
Ohio
$1.54M -$100K -417 -6%
MWM
939
Meridian Wealth Management
Kentucky
$1.53M +$605K +2,513 +66%
TW
940
TrinityPoint Wealth
Connecticut
$1.52M +$1.93K +8 +0.1%
NWM
941
Northcape Wealth Management
New York
$1.52M +$10.6K +44 +0.7%
PM
942
Penbrook Management
New York
$1.52M – – –
STC
943
Sarah T. Connolly
$1.51M -$119K -495 -7%
PP
944
Patten & Patten
Tennessee
$1.51M -$6.01K -25 -0.4%
MCM
945
Mendel Capital Management
Arkansas
$1.5M +$3.85K +16 +0.3%
RCWM
946
Royal Capital Wealth Management
Indiana
$1.5M -$33.7K -140 -2%
CIC
947
Crawford Investment Counsel
Georgia
$1.49M -$17.8K -74 -1%
GFS
948
GYL Financial Synergies
Connecticut
$1.49M -$64.2K -267 -4%
RL
949
Retireful LLC
Michigan
$1.48M +$1.48M +6,144 New
GC
950
Gratus Capital
Georgia
$1.48M +$86.6K +360 +6%
36 37
38
39 40