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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 %
CA
1276
Cornerstone Advisory
Maryland
$671K +$58.7K +244 +10%
RW
1277
Rede Wealth
Virginia
$668K -$33.2K -138 -5%
LAM
1278
LifePro Asset Management
California
$667K +$4.09K +17 +0.6%
JWM
1279
Jeppson Wealth Management
California
$666K -$25.3K -105 -4%
PI
1280
PFG Investments
New York
$666K +$32.7K +136 +5%
ACA
1281
Aptus Capital Advisors
Alabama
$663K +$260K +1,079 +64%
SEEDPG
1282
S.E.E.D. Planning Group
New York
$661K +$83.5K +347 +14%
PP
1283
Patron Partners
Texas
$660K +$11.5K +48 +2%
TFM
1284
TFC Financial Management
Massachusetts
$656K – – –
GM
1285
GeoWealth Management
Illinois
$651K +$651K +2,705 New
UBV
1286
United Bank (Virginia)
Virginia
$650K -$202K -839 -24%
MWA
1287
Meridian Wealth Advisors
Texas
$650K -$3.61K -15 -0.6%
CWA
1288
CJM Wealth Advisers
Virginia
$650K – – –
HWMG
1289
Hurlow Wealth Management Group
Indiana
$645K +$241 +1 +0%
EB
1290
Eastern Bank
Massachusetts
$645K -$10.1K -42 -2%
PCM
1291
Pennsylvania Capital Management
Pennsylvania
$644K +$155K +646 +32%
SIC
1292
Salem Investment Counselors
North Carolina
$644K – – –
MIM
1293
Morningstar Investment Management
Illinois
$643K – – –
FB
1294
Fulton Bank
Pennsylvania
$642K +$32.2K +134 +5%
C
1295
Certuity
Florida
$639K +$166K +690 +35%
AssetMark Inc
1296
AssetMark Inc
California
$635K -$51.2K -213 -7%
BAM
1297
Brave Asset Management
New Jersey
$634K – – –
WPW
1298
Waldron Private Wealth
Pennsylvania
$634K +$12.3K +51 +2%
MW
1299
Marcum Wealth
Ohio
$631K -$8.42K -35 -1%
MA
1300
MCF Advisors
Kentucky
$631K +$65.3K +270 +12%
50 51
52
53 54