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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 %
SFCL
951
Strengthening Families & Communities LLC
Massachusetts
$1.44M +$25.8K +108 +2%
OA
952
Oxbow Advisors
Texas
$1.44M – – –
SRC
953
Shufro Rose & Co
New York
$1.44M -$30.1K -126 -2%
TF
954
Trek Financial
Arizona
$1.43M +$36.5K +153 +3%
LW
955
Linscomb Wealth
Texas
$1.43M +$278K +1,164 +24%
GLR
956
Great Lakes Retirement
Ohio
$1.43M +$1.43M +5,949 New
FAM
957
Formidable Asset Management
Ohio
$1.43M – – –
SS
958
Sunbelt Securities
Texas
$1.42M -$38K -159 -3%
WWM
959
WT Wealth Management
Arizona
$1.42M -$86.3K -360 -6%
FFP
960
FourThought Financial Partners
Florida
$1.42M +$1.42M +5,949 New
PPWM
961
Paragon Private Wealth Management
Kentucky
$1.42M +$75.2K +315 +6%
IP
962
Investment Partners
Ohio
$1.42M -$218K -914 -13%
GRP
963
Global Retirement Partners
California
$1.4M -$7.17K -30 -0.5%
EF
964
Empowered Funds
Pennsylvania
$1.4M +$375K +1,571 +37%
AF
965
Allworth Financial
California
$1.4M +$136K +569 +11%
CW
966
Connectus Wealth
Ohio
$1.4M -$88K -368 -6%
FCB
967
First County Bank
Connecticut
$1.4M +$1.4M +5,850 New
IA
968
Insight Advisors
Pennsylvania
$1.4M +$238 +1 +0%
UAML
969
US Asset Management LLC
Pennsylvania
$1.4M +$1.4M +5,840 New
VWM
970
Venturi Wealth Management
Texas
$1.39M -$97.5K -408 -7%
NSAM
971
North Star Asset Management
Wisconsin
$1.39M -$251K -1,050 -15%
CCM
972
Condor Capital Management
New Jersey
$1.39M – – –
WIM
973
WealthPlan Investment Management
Nebraska
$1.39M -$5K -22 -0.4%
MFA
974
Mayflower Financial Advisors
Massachusetts
$1.39M -$22K -92 -2%
SIA
975
Schechter Investment Advisors
Michigan
$1.39M +$9.79K +41 +0.7%
37 38
39
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