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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
WP
1226
WMS Partners
Maryland
$741K
FANJ
1227
Financial Architects (New Jersey)
New Jersey
$740K -$5.89K -24 -0.8%
MWM
1228
Meridian Wealth Management
Kentucky
$740K +$389K +1,583 +104%
BIM
1229
Baldwin Investment Management
Pennsylvania
$734K -$6.14K -25 -0.8%
PB
1230
Pinnacle Bancorp
Nebraska
$734K -$4.91K -20 -0.6%
PFG
1231
PAX Financial Group
Texas
$733K -$134K -546 -15%
RFA
1232
Resurgent Financial Advisors
Georgia
$731K -$4.17K -17 -0.6%
MCM
1233
Maple Capital Management
Vermont
$730K +$7.12K +29 +1%
SAM
1234
Synergy Asset Management
Washington
$729K +$123K +500 +20%
JWM
1235
Jeppson Wealth Management
California
$727K +$47.4K +193 +7%
KCM
1236
Kathmere Capital Management
Pennsylvania
$725K +$183K +747 +33%
M
1237
MOTCO
Texas
$724K -$106K -430 -12%
CIG
1238
Cascade Investment Group
Colorado
$720K +$740K +3,013 New
DWM
1239
Dakota Wealth Management
Florida
$719K +$40.5K +165 +6%
SSW
1240
Smith Shellnut Wilson
Mississippi
$719K -$1.72K -7 -0.2%
WA
1241
Wealth Architects
California
$715K +$2.21K +9 +0.3%
RF
1242
Rollins Financial
Georgia
$715K +$735K +2,992 New
LI
1243
LMCG Investments
Massachusetts
$714K
TFM
1244
TFC Financial Management
Massachusetts
$713K +$11.5K +47 +2%
SB
1245
Strategic Blueprint
Georgia
$711K +$737 +3 +0.1%
FMWA
1246
Forvis Mazars Wealth Advisors
Missouri
$702K +$21.4K +87 +3%
SL
1247
Salomon & Ludwin
Virginia
$701K +$56.2K +229 +8%
BCM
1248
Brasada Capital Management
Texas
$700K
RAG
1249
RIA Advisory Group
Iowa
$698K +$743K +3,027 New
CWA
1250
CJM Wealth Advisers
Virginia
$697K

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.