ADP icon

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 %
GIM
1251
Goelzer Investment Management
Indiana
$687K -$4.78K -20 -0.7%
AIM
1252
Alhambra Investment Management
Florida
$685K -$35.8K -150 -5%
PWMG
1253
Pinnacle Wealth Management Group
Michigan
$682K – – –
PFBT
1254
Parkside Financial Bank & Trust
Missouri
$681K -$1.19K -5 -0.2%
CWP
1255
Concord Wealth Partners
Virginia
$675K +$92.9K +389 +16%
CWG
1256
C WorldWide Group
Denmark
$675K -$21.7K -91 -3%
SHFA
1257
SS&H Financial Advisors
Michigan
$669K – – –
RBC
1258
Romano Brothers & Co
Illinois
$667K – – –
HAG
1259
HF Advisory Group
Maryland
$664K +$664K +2,779 New
AAS
1260
Ameritas Advisory Services
Nebraska
$663K +$236K +988 +55%
HIM
1261
Hotaling Investment Management
Pennsylvania
$662K – – –
SM
1262
STF Management
Texas
$661K +$661K +2,769 New
SIM
1263
Sentry Investment Management
Wisconsin
$660K -$15K -63 -2%
FCBT
1264
First Citizens Bank & Trust
North Carolina
$659K -$10.8K -45 -2%
CRIG
1265
Charter Research & Investment Group
Connecticut
$656K – – –
FFM
1266
Forum Financial Management
Illinois
$656K +$84.5K +354 +15%
MRCM
1267
M&R Capital Management
New Jersey
$656K – – –
TCM
1268
Tandem Capital Management
New Jersey
$655K +$71.7K +300 +12%
EIA
1269
Edgemoor Investment Advisors
Maryland
$653K – – –
DGAM
1270
Desjardins Global Asset Management
Quebec, Canada
$652K -$6.2K -26 -0.9%
FHA
1271
Flagship Harbor Advisors
Massachusetts
$651K -$8.6K -36 -1%
AWA
1272
Arkadios Wealth Advisors
Georgia
$650K +$13.4K +56 +2%
SWP
1273
Summit Wealth Partners
Florida
$650K – – –
FNBOO
1274
First National Bank of Omaha
Nebraska
$650K -$41.8K -175 -6%
WPW
1275
Waldron Private Wealth
Pennsylvania
$649K – – –
49 50
51
52 53