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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 %
CWM
951
Congress Wealth Management
Massachusetts
$1.48M -$78.7K -327 -5%
DLA
952
Douglas Lane & Associates
New York
$1.47M -$4.09K -17 -0.3%
CWM
953
Connecticut Wealth Management
Connecticut
$1.47M +$402K +1,669 +38%
OA
954
Oxbow Advisors
Texas
$1.47M – – –
GRP
955
Global Retirement Partners
California
$1.47M +$16.8K +69 +1%
WA
956
WealthTrust Axiom
Pennsylvania
$1.45M – – –
EB
957
Exchange Bank
California
$1.45M – – –
CCB
958
Country Club Bank
Missouri
$1.45M +$52.3K +215 +4%
CANY
959
Caxton Associates (New York)
New York
$1.45M -$87.3K -363 -6%
BFA
960
Bragg Financial Advisors
North Carolina
$1.44M -$164K -682 -10%
SRC
961
Shufro Rose & Co
New York
$1.44M – – –
ST
962
Sentinel Trust
Texas
$1.43M +$60.4K +251 +4%
VWM
963
Venturi Wealth Management
Texas
$1.42M +$25K +104 +2%
BCM
964
Brown Capital Management
Maryland
$1.42M +$52.9K +220 +4%
FMAEN1
965
Fund Management at Engine No 1
California
$1.42M +$123K +513 +10%
FFBTD
966
First Financial Bank - Trust Division
Ohio
$1.42M -$63.8K -265 -4%
MCAI
967
Members Capital Advisors Inc
Wisconsin
$1.41M – – –
IA
968
Insight Advisors
Pennsylvania
$1.41M -$3.13K -13 -0.2%
EW
969
Evoke Wealth
California
$1.41M +$38.4K +159 +3%
SS
970
Sunbelt Securities
Texas
$1.4M -$25.3K -105 -2%
LOPW
971
Live Oak Private Wealth
North Carolina
$1.4M +$4.81K +20 +0.3%
EVM
972
Evelyn V. Moreno
$1.4M +$794K +3,302 +131%
AWM
973
Aries Wealth Management
Maine
$1.4M – – –
NSAM
974
North Star Asset Management
Wisconsin
$1.39M -$6.02K -25 -0.4%
HL
975
HeadInvest LLC
Maine
$1.38M – – –
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