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Automatic Data Processing
ADP

Overview Fund Activity

2,048 hedge funds and large institutions have $81.5B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 651 increasing their positions, 820 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
+89
Holders Change %
+4.54%
% of All Funds
33.04%
Holding in Top 10
96
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.29%
% of All Funds
1.55%
New
207
Increased
651
Reduced
820
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$332M
2
BlackRock
BlackRock
New York
+$321M
3
Amundi
Amundi
France
+$209M
4
Charles Schwab
Charles Schwab
California
+$197M
5
Morgan Stanley
Morgan Stanley
New York
+$190M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$250M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$245M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$239M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$202M
5
Bank of America
Bank of America
North Carolina
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
1076
Ellis Investment Partners
Pennsylvania
$1.07M -$4.3K -18 -0.4%
KA
1077
Klingman & Associates
New York
$1.06M +$1.19K +5 +0.1%
AC
1078
Apella Capital
Connecticut
$1.06M -$123K -513 -10%
NGA
1079
Naples Global Advisors
Florida
$1.06M +$240 +1 +0%
JIC
1080
Joel Isaacson & Co
New York
$1.06M -$30.8K -129 -3%
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$2.39K -10 -0.2%
LFA
1082
Legacy Financial Advisors
Kentucky
$1.06M +$231K +969 +28%
HWA
1083
Heritage Wealth Advisors
Virginia
$1.05M +$21K +88 +2%
SPA
1084
Sherbrooke Park Advisers
New York
$1.05M +$1.05M +4,400 New
LIM
1085
Loudon Investment Management
New Hampshire
$1.04M – – –
GBT
1086
Grove Bank & Trust
Florida
$1.04M -$56.4K -236 -5%
IAIM
1087
International Assets Investment Management
Florida
$1.04M +$227K +951 +28%
GFPC
1088
Global Financial Private Client
Florida
$1.04M +$137K +575 +15%
ATC
1089
Adirondack Trust Company
New York
$1.03M – – –
CWM
1090
Connecticut Wealth Management
Connecticut
$1.03M +$11.7K +49 +1%
LF
1091
LifeSteps Financial
California
$1.03M – – –
JCIA
1092
Jackson Creek Investment Advisors
Colorado
$1.03M -$91.2K -382 -8%
BCA
1093
Bay Colony Advisors
Massachusetts
$1.02M +$29.9K +125 +3%
MNBTD
1094
Moody National Bank Trust Division
Texas
$1.02M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1095
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M -$13.5M -56,658 -93%
ESCM
1096
Echo Street Capital Management
New York
$1.02M +$1.02M +4,276 New
LFAS
1097
Level Four Advisory Services
Texas
$1M +$273K +1,144 +38%
BTI
1098
Blue Trust Inc
Georgia
$999K +$161K +713 +19%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$998K -$61.9K -259 -6%
RAM
1100
Roanoke Asset Management
New Jersey
$998K – – –
42 43
44
45 46