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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 %
CG
1201
Corundum Group
Colorado
$782K -$394K -1,650 -34%
GC
1202
Grimes & Company
Massachusetts
$781K +$10.5K +44 +1%
SFA
1203
Souders Financial Advisors
Ohio
$773K +$1.67K +7 +0.2%
BMCM
1204
Burns Matteson Capital Management
New York
$769K -$9.08K -38 -1%
OIM
1205
Orca Investment Management
Oregon
$769K -$2.87K -12 -0.4%
CCA
1206
Cobblestone Capital Advisors
New York
$768K -$50.2K -210 -6%
BEAM
1207
Baker Ellis Asset Management
Washington
$764K -$11.5K -48 -1%
BMM
1208
Buffington Mohr McNeal
Idaho
$764K – – –
OWP
1209
Obermeyer Wealth Partners
Colorado
$764K – – –
TCOO
1210
Trust Company of Oklahoma
Oklahoma
$761K +$239 +1 +0%
FWTB
1211
First Western Trust Bank
Colorado
$761K -$41.8K -175 -5%
MYIA
1212
Mount Yale Investment Advisors
Colorado
$755K +$755K +3,161 New
ACM
1213
Argyle Capital Management
Pennsylvania
$755K – – –
PEA
1214
Park Edge Advisors
Ohio
$753K +$753K +3,153 New
PL
1215
Plancorp LLC
Missouri
$750K +$17.7K +74 +2%
SA
1216
SL Advisors
New Jersey
$747K – – –
CWP
1217
Core Wealth Partners
California
$747K +$747K +10,216 New
Loomis, Sayles & Company
1218
Loomis, Sayles & Company
Massachusetts
$742K -$541K -2,264 -42%
KAM
1219
Knightsbridge Asset Management
California
$742K -$4.54K -19 -0.6%
BTWM
1220
Baker Tilly Wealth Management
Wisconsin
$741K -$201K -840 -21%
WP
1221
WMS Partners
Maryland
$741K – – –
FANJ
1222
Financial Architects (New Jersey)
New Jersey
$740K -$5.73K -24 -0.8%
MWM
1223
Meridian Wealth Management
Kentucky
$740K +$378K +1,583 +104%
BIM
1224
Baldwin Investment Management
Pennsylvania
$734K -$5.97K -25 -0.8%
PB
1225
Pinnacle Bancorp
Nebraska
$734K -$4.78K -20 -0.6%
47 48
49
50 51