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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 %
AFT
1301
Alpha Family Trust
California
$629K – – –
FCP
1302
Fidelis Capital Partners
Florida
$629K +$59.2K +246 +10%
LSPW
1303
Lake Street Private Wealth
Illinois
$628K +$33.1K +136 +6%
GVAG
1304
Great Valley Advisor Group
Delaware
$628K +$22.4K +93 +4%
LWAM
1305
Legacy Wealth Asset Management
Minnesota
$628K -$1.93K -8 -0.3%
HCS
1306
Himension Capital (Singapore)
Singapore
$628K +$628K +2,609 New
CCT
1307
Chemung Canal Trust
New York
$627K -$12K -50 -2%
SFS
1308
Strategic Financial Services
New York
$624K -$168K -700 -21%
RB
1309
Rodgers Brothers
Pennsylvania
$624K -$36.1K -150 -5%
TCM
1310
Tandem Capital Management
New Jersey
$620K -$39.9K -166 -6%
SWP
1311
Summit Wealth Partners
Florida
$616K – – –
RIA
1312
Richwood Investment Advisors
Ohio
$614K -$44.5K -185 -7%
FIBT
1313
First International Bank & Trust
North Dakota
$614K – – –
SCA
1314
Stokes Capital Advisors
South Carolina
$613K – – –
HKIM
1315
Hayek Kallen Investment Management
Alabama
$613K – – –
EA
1316
Emerald Advisors
Washington
$611K +$14.7K +61 +2%
OC
1317
Oakworth Capital
Alabama
$608K -$15.6K -65 -3%
OP
1318
ORG Partners
Indiana
$607K -$76.6K -318 -11%
TFA
1319
TPG Financial Advisors
Oregon
$607K – – –
FHA
1320
Flagship Harbor Advisors
Massachusetts
$606K -$1.68K -7 -0.3%
RSWM
1321
Robertson Stephens Wealth Management
California
$605K -$10.2K -42 -2%
SFG
1322
Summit Financial Group
West Virginia
$605K -$24.1K -100 -4%
TL
1323
Tradewinds LLC
North Carolina
$604K -$22.1K -92 -4%
Fisher Asset Management
1324
Fisher Asset Management
Washington
$603K +$172K +713 +40%
AP
1325
Advisors Preferred
Maryland
$602K +$602K +2,515 New
51 52
53
54 55