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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 %
T
1376
TRUADVICE
Florida
$529K -$84.5K -370 -14%
LA
1377
LVW Advisors
New York
$529K +$529K +2,198 New
SHGA
1378
Sand Hill Global Advisors
California
$528K – – –
MC
1379
Maverick Capital
Texas
$527K -$1.13M -4,679 -68%
TIMH
1380
Tilt Investment Management Holdings
New York
$526K – – –
FCIM
1381
Fairview Capital Investment Management
California
$525K – – –
TF
1382
Trek Financial
Arizona
$524K -$533K -2,216 -50%
GWM
1383
Greenwich Wealth Management
Connecticut
$523K -$30.1K -125 -5%
AT
1384
Avalon Trust
New Mexico
$522K – – –
FMLI
1385
Fukoku Mutual Life Insurance
Japan
$522K -$35.8K -149 -6%
T
1386
TOBAM
France
$522K – – –
BC
1387
Belmont Capital
California
$521K +$521K +2,167 New
FA
1388
Financial Advisors
Massachusetts
$521K – – –
HIG
1389
Heritage Investment Group
Florida
$520K – – –
OCPWS
1390
One Charles Private Wealth Services
Massachusetts
$518K -$3.61K -15 -0.7%
GCA
1391
Guardian Capital Advisors
Ontario, Canada
$518K -$49.9K -200 -9%
DGAM
1392
Desjardins Global Asset Management
Quebec, Canada
$516K -$305K -1,267 -37%
CIS
1393
Connors Investor Services
Pennsylvania
$516K – – –
KWM
1394
Keebeck Wealth Management
Illinois
$516K – – –
CSWG
1395
Cardinal Strategic Wealth Guidance
Kentucky
$515K – – –
MCM
1396
McRae Capital Management
New Jersey
$514K +$722 +3 +0.1%
WBCM
1397
Wilson & Boucher Capital Management
California
$514K – – –
LC
1398
Lincoln Capital
Nebraska
$511K – – –
VT
1399
Vise Technologies
New York
$511K -$28.6K -119 -5%
CAAS
1400
Capital Asset Advisory Services
Michigan
$508K +$17.7K +71 +4%
54 55
56
57 58