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Automatic Data Processing

2,057 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,9682,057 (+89)

0.52% more ownership

Funds ownership: 80.44%80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 11397 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,057
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.06%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
951
Integrated Wealth Concepts
Massachusetts
$1.45M +$28.7K +117 +2%
BPC
952
Banque Pictet & Cie
Switzerland
$1.45M -$57.5K -234 -4%
WA
953
WealthTrust Axiom
Pennsylvania
$1.44M -$30.7K -125 -2%
ECG
954
Edge Capital Group
Georgia
$1.44M -$8.1K -33 -0.5%
SFCL
955
Strengthening Families & Communities LLC
Massachusetts
$1.44M +$26.5K +108 +2%
OA
956
Oxbow Advisors
Texas
$1.44M
SRC
957
Shufro Rose & Co
New York
$1.44M -$30.9K -126 -2%
TF
958
Trek Financial
Arizona
$1.43M +$37.6K +153 +3%
LW
959
Linscomb Wealth
Texas
$1.43M +$286K +1,164 +24%
GLR
960
Great Lakes Retirement
Ohio
$1.43M +$1.46M +5,949 New
FAM
961
Formidable Asset Management
Ohio
$1.43M
SS
962
Sunbelt Securities
Texas
$1.42M -$39K -159 -3%
WWM
963
WT Wealth Management
Arizona
$1.42M -$88.4K -360 -6%
FFP
964
FourThought Financial Partners
Florida
$1.42M +$1.46M +5,949 New
PPWM
965
Paragon Private Wealth Management
Kentucky
$1.42M +$77.3K +315 +6%
IP
966
Investment Partners
Ohio
$1.42M -$224K -914 -13%
GRP
967
Global Retirement Partners
California
$1.4M -$7.37K -30 -0.5%
EF
968
Empowered Funds
Pennsylvania
$1.4M +$386K +1,571 +37%
AF
969
Allworth Financial
California
$1.4M +$140K +569 +11%
CW
970
Connectus Wealth
Ohio
$1.4M -$90.4K -368 -6%
FCB
971
First County Bank
Connecticut
$1.4M +$1.44M +5,850 New
IA
972
Insight Advisors
Pennsylvania
$1.4M +$246 +1 +0%
UAML
973
US Asset Management LLC
Pennsylvania
$1.4M +$1.43M +5,840 New
VWM
974
Venturi Wealth Management
Texas
$1.39M -$100K -408 -7%
NSAM
975
North Star Asset Management
Wisconsin
$1.39M -$258K -1,050 -15%

ADP Hedge Fund Activity: Q4 2022 in Review

2,057 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,057 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,968 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.