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Automatic Data Processing

2,057 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,9682,057 (+89)

0.52% more ownership

Funds ownership: 80.44%80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 11397 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,057
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.06%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
1201
Virtus ETF Advisers
New York
$793K +$49.8K +203 +7%
MSFS
1202
Main Street Financial Solutions
Pennsylvania
$792K +$15.7K +64 +2%
SFS
1203
Strategic Financial Services
New York
$791K -$13.5K -55 -2%
NQWM
1204
Northwest Quadrant Wealth Management
Oregon
$790K +$2.46K +10 +0.3%
TPWM
1205
Twelve Points Wealth Management
Massachusetts
$788K +$73.7K +300 +10%
CG
1206
Corundum Group
Colorado
$782K -$405K -1,650 -34%
GC
1207
Grimes & Company
Massachusetts
$781K +$10.8K +44 +1%
SFA
1208
Souders Financial Advisors
Ohio
$773K +$1.72K +7 +0.2%
BMCM
1209
Burns Matteson Capital Management
New York
$769K -$9.33K -38 -1%
OIM
1210
Orca Investment Management
Oregon
$769K -$2.95K -12 -0.4%
CCA
1211
Cobblestone Capital Advisors
New York
$768K -$51.6K -210 -6%
BEAM
1212
Baker Ellis Asset Management
Washington
$764K -$11.8K -48 -1%
BMM
1213
Buffington Mohr McNeal
Idaho
$764K
OWP
1214
Obermeyer Wealth Partners
Colorado
$764K
TCOO
1215
Trust Company of Oklahoma
Oklahoma
$761K +$246 +1 +0%
FWTB
1216
First Western Trust Bank
Colorado
$761K -$43K -175 -5%
MYIA
1217
Mount Yale Investment Advisors
Colorado
$755K +$776K +3,161 New
ACM
1218
Argyle Capital Management
Pennsylvania
$755K
PEA
1219
Park Edge Advisors
Ohio
$753K +$774K +3,153 New
PL
1220
Plancorp LLC
Missouri
$750K +$18.2K +74 +2%
SA
1221
SL Advisors
New Jersey
$747K
CWP
1222
Core Wealth Partners
California
$747K +$2.51M +10,216 New
Loomis, Sayles & Company
1223
Loomis, Sayles & Company
Massachusetts
$742K -$556K -2,264 -42%
KAM
1224
Knightsbridge Asset Management
California
$742K -$4.67K -19 -0.6%
BTWM
1225
Baker Tilly Wealth Management
Wisconsin
$741K -$206K -840 -21%

ADP Hedge Fund Activity: Q4 2022 in Review

2,057 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,057 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,968 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.