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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 %
EIP
1101
Ellis Investment Partners
Pennsylvania
$1.01M – – –
HCA
1102
Harbour Capital Advisors
Virginia
$1.01M – – –
WI
1103
Wintrust Investments
Illinois
$1.01M +$18.5K +77 +2%
AF
1104
Arrow Financial
New York
$1.01M -$380K -1,579 -27%
EAM
1105
Empirical Asset Management
Massachusetts
$1.01M +$83K +345 +9%
IAIM
1106
International Assets Investment Management
Florida
$1M +$87.8K +362 +10%
AGWCA
1107
Annis Gardner Whiting Capital Advisors
Florida
$1M +$1M +4,140 New
SIA
1108
Schechter Investment Advisors
Michigan
$999K +$11.1K +46 +1%
HIA
1109
Harbor Investment Advisory
Maryland
$997K -$3.85K -16 -0.4%
RAM
1110
Roanoke Asset Management
New Jersey
$996K -$9.62K -40 -1%
CCM
1111
Chilton Capital Management
Texas
$993K – – –
PSC
1112
Prentiss Smith & Co
Vermont
$992K -$12K -50 -1%
PCA
1113
Pallas Capital Advisors
Massachusetts
$991K +$991K +4,587 New
CWP
1114
Core Wealth Partners
California
$990K – – –
MME
1115
Meag Munich Ergo
Germany
$989K +$792K +3,294 +403%
WQ
1116
Wealth Quarterback
New Jersey
$980K +$1.2K +5 +0.1%
HKIMG
1117
Hutchens & Kramer Investment Management Group
Indiana
$980K -$25.1K -105 -3%
WIM
1118
WealthPlan Investment Management
Nebraska
$972K +$299K +1,243 +44%
CG
1119
Clifford Group
Massachusetts
$972K – – –
AWA
1120
Arkadios Wealth Advisors
Georgia
$969K +$198K +825 +26%
CST
1121
Charles Schwab Trust
Nevada
$963K +$98.4K +409 +11%
YIH
1122
Y-Intercept (HK)
Hong Kong
$963K -$798K -3,315 -45%
BB
1123
Berkshire Bank
Massachusetts
$961K – – –
SJL
1124
Shayne & Jacobs LLC
Tennessee
$960K – – –
WBC
1125
West Branch Capital
Massachusetts
$960K +$4.33K +18 +0.5%
43 44
45
46 47