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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 %
CRWM
1176
Castle Rock Wealth Management
California
$833K – – –
AHC
1177
Adell Harriman & Carpenter
Texas
$830K -$16K -67 -2%
HGERS
1178
Householder Group Estate & Retirement Specialist
Arizona
$830K +$10.3K +43 +1%
WPA
1179
West Paces Advisors
Georgia
$828K -$34.4K -144 -4%
SFG
1180
Summit Financial Group
West Virginia
$822K – – –
WS
1181
Wedbush Securities
California
$820K +$57.6K +241 +8%
PNAA
1182
Pictet North America Advisors
Switzerland
$818K – – –
IWM
1183
IHT Wealth Management
Illinois
$816K +$23.4K +98 +3%
WA
1184
Wealth Alliance
New York
$812K +$40.4K +169 +5%
HHAM
1185
HITE Hedge Asset Management
Massachusetts
$812K – – –
HPM
1186
Hoxton Planning & Management
West Virginia
$811K +$811K +3,395 New
PCP
1187
Proficio Capital Partners
Massachusetts
$810K +$17.4K +73 +2%
WTB
1188
Washington Trust Bank
Washington
$809K +$68.1K +285 +9%
MW
1189
Marcum Wealth
Ohio
$808K -$51.8K -217 -6%
WI
1190
Wintrust Investments
Illinois
$807K -$18.1K -76 -2%
IA
1191
IAM Advisory
Pennsylvania
$805K +$29.6K +124 +4%
MSR
1192
Main Street Research
Connecticut
$801K – – –
RVPG
1193
Relative Value Partners Group
$799K -$170K -712 -18%
TCM
1194
Teza Capital Management
Illinois
$799K -$1.48M -6,189 -65%
V
1195
VeraBank
Texas
$793K +$2.15K +9 +0.3%
VEA
1196
Virtus ETF Advisers
New York
$793K +$48.5K +203 +7%
MSFS
1197
Main Street Financial Solutions
Pennsylvania
$792K +$15.3K +64 +2%
SFS
1198
Strategic Financial Services
New York
$791K -$13.1K -55 -2%
NQWM
1199
Northwest Quadrant Wealth Management
Oregon
$790K +$2.39K +10 +0.3%
TPWM
1200
Twelve Points Wealth Management
Massachusetts
$788K +$71.7K +300 +10%
46 47
48
49 50