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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 %
WA
1176
WBH Advisory
Maryland
$841K -$25.7K -107 -3%
GSC
1177
Ground Swell Capital
South Carolina
$832K +$832K +3,458 New
FIM
1178
Freedom Investment Management
Connecticut
$831K -$77.7K -323 -9%
CRIG
1179
Charter Research & Investment Group
Connecticut
$830K – – –
PMFA
1180
Plante Moran Financial Advisors
Michigan
$827K -$52.9K -220 -6%
PNAA
1181
Pictet North America Advisors
Switzerland
$824K – – –
AHC
1182
Adell Harriman & Carpenter
Texas
$821K +$8.9K +37 +1%
NQWM
1183
Northwest Quadrant Wealth Management
Oregon
$820K +$18.3K +76 +2%
SLWA
1184
San Luis Wealth Advisors
California
$819K -$1.5M -6,250 -65%
SDIC
1185
South Dakota Investment Council
South Dakota
$818K – – –
PCP
1186
Proficio Capital Partners
Massachusetts
$818K +$35.4K +147 +5%
GIM
1187
Guardian Investment Management
California
$818K – – –
SFSG
1188
Sound Financial Strategies Group
Mississippi
$812K +$812K +3,375 New
LFG
1189
Lazard Frères Gestion
France
$811K +$152K +700 +23%
CCP
1190
Clarkston Capital Partners
Michigan
$808K – – –
PEA
1191
Park Edge Advisors
Ohio
$807K – – –
TBNY
1192
Trustco Bank (New York)
New York
$803K -$962 -4 -0.1%
FIB
1193
First Interstate Bank
Montana
$800K -$39.2K -163 -5%
V
1194
VeraBank
Texas
$796K – – –
BMM
1195
Buffington Mohr McNeal
Idaho
$795K – – –
SCP
1196
Syntal Capital Partners
Texas
$795K -$471K -1,935 -37%
DWM
1197
Dakota Wealth Management
Florida
$792K -$3.37K -14 -0.4%
BTI
1198
Blue Trust Inc
Georgia
$792K +$171K +780 +28%
WPA
1199
West Paces Advisors
Georgia
$791K -$44.5K -185 -5%
BAM
1200
Belpointe Asset Management
Nevada
$787K +$65.7K +273 +9%
46 47
48
49 50