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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 %
EWM
1151
Evermay Wealth Management
Virginia
$900K +$30.9K +128 +4%
JWBC
1152
J.W. Burns & Co
New York
$898K -$16.8K -70 -2%
PCA
1153
Prosperity Capital Advisors
Ohio
$897K +$51.2K +213 +6%
ICG
1154
InterOcean Capital Group
Tennessee
$897K +$962 +4 +0.1%
RVPG
1155
Relative Value Partners Group
$891K +$121K +505 +16%
BCA
1156
Bay Colony Advisors
Massachusetts
$890K +$83.5K +347 +10%
IA
1157
IAM Advisory
Pennsylvania
$889K +$28.6K +119 +3%
IPAM
1158
ICICI Prudential Asset Management
India
$882K +$206K +857 +31%
HSA
1159
HBK Sorce Advisory
Pennsylvania
$878K +$40.2K +167 +5%
BWA
1160
Bordeaux Wealth Advisors
California
$876K +$6.74K +28 +0.8%
CFSG
1161
Community Financial Services Group
Vermont
$875K +$875K +3,636 New
OTL
1162
Oak Thistle LLC
New York
$874K +$874K +3,633 New
KWA
1163
Kingswood Wealth Advisors
California
$874K +$874K +2,908 New
MSR
1164
Main Street Research
Connecticut
$866K -$51.3K -212 -6%
GAMC
1165
Garner Asset Management Corp
Texas
$865K +$12.5K +52 +1%
BFC
1166
Blue Fin Capital
Rhode Island
$864K +$241 +1 +0%
AAIM
1167
Asset Advisors Investment Management
Georgia
$864K +$18K +75 +2%
MSFS
1168
Main Street Financial Solutions
Pennsylvania
$863K +$12.3K +51 +1%
SWM
1169
Spire Wealth Management
Virginia
$859K -$3.4M -14,152 -80%
SFS
1170
Stiles Financial Services
Minnesota
$856K +$3.37K +14 +0.4%
RCAG
1171
Rehmann Capital Advisory Group
Michigan
$854K +$10.3K +43 +1%
WA
1172
Waverly Advisors
Alabama
$849K +$63.3K +263 +8%
PP
1173
PDS Planning
Ohio
$847K -$3.37K -14 -0.4%
IAS
1174
IMA Advisory Services
Colorado
$842K – – –
LFAS
1175
Level Four Advisory Services
Texas
$842K -$42.1K -175 -5%
45 46
47
48 49