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Automatic Data Processing

2,057 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,9682,057 (+89)

0.52% more ownership

Funds ownership: 80.44%80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 11397 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,057
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.06%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1351
Sompo Asset Management
Japan
$549K -$4.91K -20 -0.9%
BFPW
1352
BOK Financial Private Wealth
Colorado
$549K -$420K -1,712 -43%
MWM
1353
Merriman Wealth Management
Washington
$548K +$560K +2,282 New
OCPWS
1354
One Charles Private Wealth Services
Massachusetts
$545K -$2.21K -9 -0.4%
WA
1355
Waverly Advisors
Alabama
$544K +$21.9K +89 +4%
GAMC
1356
Garner Asset Management Corp
Texas
$544K +$4.42K +18 +0.8%
SPP
1357
Single Point Partners
Massachusetts
$544K +$288K +1,174 +107%
GCAC
1358
Guardian Capital Advisors (Canada)
Ontario, Canada
$543K
TCBWMS
1359
Texas Capital Bank Wealth Management Services
Texas
$543K -$51.6K -210 -8%
FFN
1360
Focus Financial Network
Minnesota
$542K +$491 +2 +0.1%
CSIA
1361
Carl Stuart Investment Advisor
Texas
$542K
AFC
1362
AFT Forsyth & Company
Florida
$541K
CM
1363
Columbus Macro
Pennsylvania
$539K +$28.7K +117 +5%
WFAG
1364
Wescott Financial Advisory Group
Pennsylvania
$539K -$204K -832 -27%
EWA
1365
Etesian Wealth Advisors
Oregon
$537K +$552K +2,247 New
GEA
1366
Glen Eagle Advisors
New Jersey
$536K -$40.3K -164 -7%
GWM
1367
Greenwich Wealth Management
Connecticut
$536K -$20.4K -83 -4%
FB
1368
Fulton Bank
Pennsylvania
$536K +$32.2K +131 +6%
SHGA
1369
Sand Hill Global Advisors
California
$536K +$196K +797 +55%
WP
1370
WealthSource Partners
California
$533K -$96.5K -393 -15%
OCG
1371
Opus Capital Group
Ohio
$531K +$74.9K +305 +16%
PCMU
1372
Paragon Capital Management (Utah)
Utah
$531K +$545K +2,221 New
MM
1373
MQS Management
New York
$529K -$137K -560 -20%
TWM
1374
Tolleson Wealth Management
Texas
$529K
FCIM
1375
Fairview Capital Investment Management
California
$527K

ADP Hedge Fund Activity: Q4 2022 in Review

2,057 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,057 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,968 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.