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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 %
HVP
1326
Hudson Value Partners
Florida
$601K – – –
FFA
1327
First Foundation Advisors
California
$600K -$4.33K -18 -0.7%
NB
1328
Northwest Bancshares
Pennsylvania
$594K – – –
PWM
1329
PBMares Wealth Management
Virginia
$592K -$6.5K -27 -1%
GA
1330
Geller Advisors
New York
$590K +$18.4K +76 +3%
PCMF
1331
Private Capital Management (Florida)
Florida
$589K – – –
CG
1332
Corundum Group
Colorado
$587K -$163K -677 -22%
SMH
1333
Sanders Morris Harris
Texas
$586K – – –
ATIA
1334
American Trust Investment Advisors
New Hampshire
$583K – – –
SAM
1335
Strategy Asset Managers
California
$580K -$598K -2,487 -51%
TCOO
1336
Trust Company of Oklahoma
Oklahoma
$580K -$187K -776 -24%
SAM
1337
Synergy Asset Management
Washington
$579K – – –
NC
1338
NewSquare Capital
Pennsylvania
$576K +$559K +2,324 +3,228%
SIM
1339
Sentry Investment Management
Wisconsin
$576K -$117K -486 -17%
ONST
1340
Old North State Trust
North Carolina
$576K -$5.05K -21 -0.9%
CCA
1341
Cobblestone Capital Advisors
New York
$576K -$77K -320 -12%
FAFN
1342
First Affirmative Financial Network
Colorado
$574K +$48.8K +203 +9%
MAM
1343
MWA Asset Management
Massachusetts
$574K +$574K +2,386 New
FHC
1344
First Heartland Consultants
Missouri
$574K +$241 +1 +0%
CAG
1345
Csenge Advisory Group
Florida
$573K -$4.09K -17 -0.7%
SAM
1346
S.A. Mason
Michigan
$572K -$1.2K -5 -0.2%
EWA
1347
Etesian Wealth Advisors
Oregon
$571K -$6.02K -25 -1%
VP
1348
Verum Partners
North Carolina
$571K +$271K +1,126 +90%
DA
1349
Detalus Advisors
Missouri
$570K – – –
RZH
1350
Relyea Zuckerberg Hanson
Connecticut
$570K +$8.66K +36 +2%
52 53
54
55 56