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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
SPA
1076
Shore Point Advisors
New Jersey
$1.09M
FBA
1077
Front Barnett Associates
Illinois
$1.08M
EP
1078
Edgestream Partners
New Jersey
$1.08M +$1.11M +4,535 New
BWP
1079
BSW Wealth Partners
Colorado
$1.07M +$3.93K +16 +0.4%
SMC
1080
Smith, Moore & Co
Missouri
$1.07M -$36.1K -147 -3%
EIP
1081
Ellis Investment Partners
Pennsylvania
$1.07M -$4.42K -18 -0.4%
KA
1082
Klingman & Associates
New York
$1.06M +$1.23K +5 +0.1%
AC
1083
Apella Capital
Connecticut
$1.06M -$126K -513 -10%
NGA
1084
Naples Global Advisors
Florida
$1.06M +$246 +1 +0%
JIC
1085
Joel Isaacson & Co
New York
$1.06M -$31.7K -129 -3%
WAP
1086
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$2.46K -10 -0.2%
LFA
1087
Legacy Financial Advisors
Kentucky
$1.06M +$238K +969 +28%
HWA
1088
Heritage Wealth Advisors
Virginia
$1.05M +$21.6K +88 +2%
SPA
1089
Sherbrooke Park Advisers
New York
$1.05M +$1.08M +4,400 New
LIM
1090
Loudon Investment Management
New Hampshire
$1.04M
GBT
1091
Grove Bank & Trust
Florida
$1.04M -$57.9K -236 -5%
IAIM
1092
International Assets Investment Management
Florida
$1.04M +$233K +951 +28%
GFPC
1093
Global Financial Private Client
Florida
$1.04M +$141K +575 +15%
ATC
1094
Adirondack Trust Company
New York
$1.03M
CWM
1095
Connecticut Wealth Management
Connecticut
$1.03M +$12K +49 +1%
LF
1096
LifeSteps Financial
California
$1.03M
JCIA
1097
Jackson Creek Investment Advisors
Colorado
$1.03M -$93.8K -382 -8%
BCA
1098
Bay Colony Advisors
Massachusetts
$1.02M +$30.7K +125 +3%
MNBTD
1099
Moody National Bank Trust Division
Texas
$1.02M
Connor, Clark & Lunn Investment Management (CC&L)
1100
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M -$13.9M -56,658 -93%

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.