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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 %
HFAS
1026
Hummer Financial Advisory Services
Illinois
$1.2M – – –
MA
1027
Montag & Associates
Georgia
$1.2M – – –
PWMAG
1028
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M +$75.5K +314 +7%
FCBT
1029
First Citizens Bank & Trust
North Carolina
$1.19M -$27.9K -116 -2%
JWCA
1030
J.W. Cole Advisors
Florida
$1.19M -$65K -270 -5%
IAS
1031
Investment Advisory Services
Texas
$1.19M +$7.22K +30 +0.6%
RG
1032
Rathbones Group
United Kingdom
$1.18M +$1.18M +4,912 New
VNA
1033
Valley National Advisers
Pennsylvania
$1.18M -$35.6K -148 -3%
MOS
1034
MGO One Seven
Ohio
$1.18M +$48.8K +203 +4%
HCM
1035
Highlander Capital Management
New Jersey
$1.18M +$38.5K +160 +3%
GFPC
1036
Global Financial Private Client
Florida
$1.17M -$43.1K -180 -4%
QI
1037
Qtron Investments
Massachusetts
$1.17M – – –
KFC
1038
Klingenstein Fields & Co
New York
$1.17M – – –
AC
1039
Abbrea Capital
California
$1.17M +$13.3K +55 +1%
EFSCE
1040
Enterprise Financial Services Corp (EFSC)
Missouri
$1.17M +$192K +799 +20%
IAN
1041
Integrated Advisors Network
Texas
$1.17M -$57.5K -239 -5%
CAM
1042
Congress Asset Management
Massachusetts
$1.16M +$32.5K +135 +3%
SBIA
1043
Sheaff Brock Investment Advisors
Indiana
$1.16M +$722 +3 +0.1%
RC
1044
Reik & Co
New York
$1.16M -$397K -1,649 -25%
ACL
1045
Applied Capital LLC
Florida
$1.15M -$18.5K -77 -2%
BIAS
1046
Beacon Investment Advisory Services
New Jersey
$1.15M -$182K -757 -14%
FAM
1047
Formidable Asset Management
Ohio
$1.15M -$75.5K -314 -6%
CSB
1048
City State Bank
Iowa
$1.15M – – –
NDSI
1049
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M – – –
WANY
1050
Wealthspire Advisors (New York)
New York
$1.14M +$372K +1,547 +48%
40 41
42
43 44