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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 %
NB
1301
Northwest Bancshares
Pennsylvania
$605K – – –
MMA
1302
Miracle Mile Advisors
California
$604K -$24.1K -101 -4%
TFA
1303
TPG Financial Advisors
Oregon
$603K – – –
AWM
1304
Aevitas Wealth Management
Massachusetts
$603K +$1.91K +8 +0.3%
QPWM
1305
Quadrant Private Wealth Management
Pennsylvania
$602K +$602K +2,507 New
WF
1306
Wayfinding Financial
Washington
$600K +$12.4K +63 +2%
LI
1307
Lafayette Investments
Maryland
$600K – – –
HVP
1308
Hudson Value Partners
Florida
$597K – – –
MFS
1309
Mirabella Financial Services
United Kingdom
$593K -$3.89M -16,295 -87%
PWM
1310
PBMares Wealth Management
Virginia
$592K – – –
DOA
1311
D'Orazio & Associates
Virginia
$587K +$39.4K +165 +7%
DI
1312
DFPG Investments
Utah
$587K +$587K +2,397 New
SMH
1313
Sanders Morris Harris
Texas
$585K – – –
RB
1314
Rodgers Brothers
Pennsylvania
$584K -$143K -600 -20%
PCA
1315
Prosperity Capital Advisors
Ohio
$584K +$584K +2,444 New
WEPOG
1316
Wealth Enhancement & Preservation of GA
Georgia
$584K +$135K +564 +30%
FHC
1317
First Heartland Consultants
Missouri
$582K – – –
RWP
1318
RWA Wealth Partners
Massachusetts
$580K -$27.7K -113 -5%
CAMG
1319
CWA Asset Management Group
Florida
$579K +$72.1K +302 +14%
ATIA
1320
American Trust Investment Advisors
New Hampshire
$579K -$8.12K -34 -1%
NAG
1321
Northstar Advisory Group
New Jersey
$578K +$64K +268 +12%
NP
1322
NorthRock Partners
Minnesota
$578K +$117K +490 +25%
CIAS
1323
Capital Investment Advisory Services
North Carolina
$578K -$24.1K -101 -4%
GVAG
1324
Great Valley Advisor Group
Delaware
$578K -$14.1K -59 -2%
SAM
1325
S.A. Mason
Michigan
$578K -$11.9K -50 -2%
51 52
53
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