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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 %
KCM
1201
Kathmere Capital Management
Pennsylvania
$786K +$238K +990 +43%
SF
1202
Symphony Financial
Texas
$786K -$5.75K -24 -0.7%
WA
1203
Wealth Architects
California
$785K +$13.2K +55 +2%
GC
1204
Grimes & Company
Massachusetts
$783K +$2.17K +9 +0.3%
BMCM
1205
Burns Matteson Capital Management
New York
$776K +$481 +2 +0.1%
FI
1206
Financial Insights
Washington
$771K +$51.1K +234 +7%
BEAM
1207
Baker Ellis Asset Management
Washington
$770K – – –
TC
1208
Toews Corporation
New Jersey
$770K +$770K +3,200 New
SFM
1209
Signet Financial Management
New Jersey
$768K -$70K -291 -8%
NO
1210
Ninety One
South Africa
$766K -$98.2K -408 -11%
LI
1211
Lafayette Investments
Maryland
$760K +$21.4K +89 +3%
SFA
1212
Souders Financial Advisors
Ohio
$759K +$962 +4 +0.1%
SAM
1213
Sompo Asset Management
Japan
$758K +$154K +640 +25%
EBA
1214
Eagle Bay Advisors
New York
$756K +$331K +1,376 +78%
VEA
1215
Virtus ETF Advisers
New York
$756K -$107K -446 -12%
BIP
1216
Blueprint Investment Partners
North Carolina
$753K +$753K +3,130 New
PFSC
1217
Peoples Financial Services Corp
Pennsylvania
$751K -$48.4K -201 -6%
OIM
1218
Orca Investment Management
Oregon
$748K -$41.1K -171 -5%
IPW
1219
Inlet Private Wealth
Florida
$748K -$121K -503 -14%
SG
1220
StoneX Group
New York
$746K -$31.2K -129 -4%
FWTB
1221
First Western Trust Bank
Colorado
$744K -$55.3K -230 -7%
DCM
1222
Dudley Capital Management
Virginia
$742K -$129K -537 -15%
MIA
1223
MainStreet Investment Advisors
Illinois
$740K -$962 -4 -0.1%
SB
1224
Sunflower Bank
Texas
$739K +$78.2K +325 +12%
BFG
1225
Beacon Financial Group
Texas
$738K – – –
47 48
49
50 51