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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 %
CT
1251
Colonial Trust
South Carolina
$702K +$30.3K +126 +5%
FMWA
1252
Forvis Mazars Wealth Advisors
Missouri
$700K -$75.3K -313 -10%
VI
1253
Versor Investments
New York
$699K +$699K +2,906 New
WF
1254
Wayfinding Financial
Washington
$695K +$41.6K +174 +6%
CAMV
1255
Concord Asset Management (Virginia)
Virginia
$692K +$692K +2,876 New
OWP
1256
Obermeyer Wealth Partners
Colorado
$690K -$134K -557 -16%
HI
1257
Horizon Investments
North Carolina
$688K -$876K -3,641 -56%
PWMG
1258
Pinnacle Wealth Management Group
Michigan
$687K – – –
CAG
1259
Crestwood Advisors Group
Massachusetts
$686K +$376K +1,563 +121%
HGERS
1260
Householder Group Estate & Retirement Specialist
Arizona
$683K +$683K +2,838 New
KWM
1261
KFG Wealth Management
Indiana
$682K +$71K +295 +12%
MCM
1262
Maple Capital Management
Vermont
$682K -$17.8K -74 -3%
BOCM
1263
Bontempo Ohly Capital Management
Maryland
$681K -$459K -1,906 -40%
EIA
1264
Edgemoor Investment Advisors
Maryland
$681K +$22.9K +95 +3%
BTWM
1265
Baker Tilly Wealth Management
Wisconsin
$680K -$183K -761 -21%
HAG
1266
HF Advisory Group
Maryland
$680K +$3.85K +16 +0.6%
AIM
1267
Alhambra Investment Management
Florida
$679K -$10.8K -45 -2%
GIM
1268
Goelzer Investment Management
Indiana
$679K -$3.61K -15 -0.5%
MCM
1269
Manchester Capital Management
Vermont
$676K +$27.7K +115 +4%
PMEF
1270
Point72 Middle East FZE
United Arab Emirates
$675K -$9.04M -37,586 -93%
SHFA
1271
SS&H Financial Advisors
Michigan
$674K +$674K +2,800 New
FFN
1272
Focus Financial Network
Minnesota
$674K -$484 -2 -0.1%
LWM
1273
Liberty Wealth Management
California
$673K +$722 +3 +0.1%
SWM
1274
SeaCrest Wealth Management
New York
$672K -$1.68K -7 -0.2%
MRCM
1275
M&R Capital Management
New Jersey
$672K +$9.14K +38 +1%
49 50
51
52 53