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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 %
MFA
1001
Mayflower Financial Advisors
Massachusetts
$1.29M -$29.8K -124 -2%
CAI
1002
Capital Advisors Inc
Oklahoma
$1.28M +$3.37K +14 +0.3%
FCB
1003
First County Bank
Connecticut
$1.27M – – –
VBCG
1004
Valley Brook Capital Group
Pennsylvania
$1.26M +$3.61K +15 +0.3%
S
1005
SimplyRich
California
$1.26M – – –
FPAS
1006
Focus Partners Advisor Solutions
Missouri
$1.26M +$195K +812 +18%
BFC
1007
Bedel Financial Consulting
Indiana
$1.25M +$241 +1 +0%
CWP
1008
Concord Wealth Partners
Virginia
$1.25M +$401K +1,667 +47%
JIC
1009
Joel Isaacson & Co
New York
$1.25M +$15.6K +65 +1%
FHB
1010
First Hawaiian Bank
Hawaii
$1.25M -$34.2K -142 -3%
CCA
1011
Checchi Capital Advisers
California
$1.25M -$165K -684 -12%
AIM
1012
Aspen Investment Management
Michigan
$1.24M – – –
FFP
1013
FourThought Financial Partners
Florida
$1.24M -$51.7K -215 -4%
IIM
1014
Ironwood Investment Management
Massachusetts
$1.24M -$65.2K -271 -5%
CA
1015
Cambridge Advisors
Nebraska
$1.23M -$128K -530 -9%
LC
1016
LCNB Corp
Ohio
$1.22M -$120K -500 -9%
TCM
1017
Teza Capital Management
Illinois
$1.22M +$989K +4,112 +423%
CFMC
1018
Curbstone Financial Management Corp
New Hampshire
$1.21M – – –
PWG
1019
Portside Wealth Group
Utah
$1.21M +$10.1K +42 +0.8%
VAS
1020
Vestmark Advisory Solutions
Massachusetts
$1.21M -$2.49M -10,332 -67%
UH
1021
Unigestion Holding
Switzerland
$1.21M +$397K +1,649 +49%
BSB
1022
Bangor Savings Bank
Maine
$1.21M -$19K -79 -2%
SFO
1023
Stokes Family Office
Louisiana
$1.2M +$212K +881 +21%
BOC
1024
Barbara Oil Co
Illinois
$1.2M – – –
PWAM
1025
Pinnacle West Asset Management
Wyoming
$1.2M +$68.5K +285 +6%
39 40
41
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