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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 %
PFG
1226
PAX Financial Group
Texas
$733K -$130K -546 -15%
RFA
1227
Resurgent Financial Advisors
Georgia
$731K -$4.06K -17 -0.6%
MCM
1228
Maple Capital Management
Vermont
$730K +$6.93K +29 +1%
SAM
1229
Synergy Asset Management
Washington
$729K +$119K +500 +20%
JWM
1230
Jeppson Wealth Management
California
$727K +$46.1K +193 +7%
KCM
1231
Kathmere Capital Management
Pennsylvania
$725K +$178K +747 +33%
M
1232
MOTCO
Texas
$724K -$103K -430 -12%
CIG
1233
Cascade Investment Group
Colorado
$720K +$720K +3,013 New
DWM
1234
Dakota Wealth Management
Florida
$719K +$39.4K +165 +6%
SSW
1235
Smith Shellnut Wilson
Mississippi
$719K -$1.67K -7 -0.2%
WA
1236
Wealth Architects
California
$715K +$2.15K +9 +0.3%
RF
1237
Rollins Financial
Georgia
$715K +$715K +2,992 New
LI
1238
LMCG Investments
Massachusetts
$714K – – –
TFM
1239
TFC Financial Management
Massachusetts
$713K +$11.2K +47 +2%
SB
1240
Strategic Blueprint
Georgia
$711K +$717 +3 +0.1%
FMWA
1241
Forvis Mazars Wealth Advisors
Missouri
$702K +$20.8K +87 +3%
SL
1242
Salomon & Ludwin
Virginia
$701K +$54.7K +229 +8%
BCM
1243
Brasada Capital Management
Texas
$700K – – –
RAG
1244
RIA Advisory Group
Iowa
$698K +$698K +3,027 New
CWA
1245
CJM Wealth Advisers
Virginia
$697K – – –
GL
1246
Graypoint LLC
New York
$696K +$43.2K +181 +7%
MHS
1247
M Holdings Securities
Oregon
$695K +$3.82K +16 +0.6%
RW
1248
Rede Wealth
Virginia
$694K -$11.2K -47 -2%
SCA
1249
Stokes Capital Advisors
South Carolina
$693K – – –
PP
1250
Patron Partners
Texas
$691K -$6.93K -29 -1%
48 49
50
51 52