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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 %
RGC
1126
Roberts, Glore & Co
Illinois
$958K -$3.61K -15 -0.4%
SP
1127
Symmetry Partners
Connecticut
$950K -$39.7K -165 -4%
BHBT
1128
Burke & Herbert Bank & Trust
Virginia
$946K -$8.42K -35 -0.9%
MC
1129
Machina Capital
France
$946K -$128K -530 -12%
BWP
1130
BSW Wealth Partners
Colorado
$946K -$80.6K -335 -8%
BMO
1131
Beck Mack & Oliver
New York
$939K +$14.4K +60 +2%
FNBTCON
1132
First National Bank & Trust Co of Newtown
Pennsylvania
$938K – – –
APW
1133
Acima Private Wealth
Virginia
$935K – – –
LFA
1134
Legacy Financial Advisors
Kentucky
$933K +$41.4K +172 +5%
FDDB
1135
Fidelity D&D Bancorp
Pennsylvania
$933K +$933K +3,877 New
BCM
1136
Boltwood Capital Management
California
$930K -$8.42K -35 -0.9%
MIC
1137
Meridian Investment Counsel
California
$929K -$6.02K -25 -0.6%
TC
1138
Telemus Capital
Michigan
$929K +$1.68K +7 +0.2%
CPIA
1139
Cornell Pochily Investment Advisors
New York
$924K -$59.7K -248 -6%
SB
1140
Strategic Blueprint
Georgia
$923K +$140K +584 +18%
MIA
1141
Milestone Investment Advisors
Wisconsin
$919K +$919K +3,821 New
CM
1142
Columbus Macro
Pennsylvania
$919K -$19K -79 -2%
HFM
1143
Harvest Fund Management
China
$912K +$409K +1,698 +81%
TIA
1144
Traphagen Investment Advisors
New Jersey
$911K -$256M -1,062,397 -100%
EGA
1145
Eagle Global Advisors
Texas
$909K -$60.1K -250 -6%
PHS
1146
Pekin Hardy Strauss
Illinois
$908K – – –
SC
1147
Syon Capital
California
$906K +$906K +3,768 New
CRWM
1148
Castle Rock Wealth Management
California
$906K +$246 +1 +0%
AWA
1149
Arete Wealth Advisors
Illinois
$905K -$608K -2,529 -40%
DBG
1150
De Burlo Group
Massachusetts
$903K – – –
44 45
46
47 48