ADP icon

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 %
WP
1401
WealthSource Partners
California
$508K +$241 +1 +0%
DWMG
1402
DB Wealth Management Group
California
$506K – – –
WSCM
1403
Wellington Shields Capital Management
New York
$505K – – –
BA
1404
Ballast Advisors
Minnesota
$505K +$505K +2,101 New
VVP
1405
Venture Visionary Partners
Ohio
$505K – – –
WWM
1406
Western Wealth Management
Colorado
$501K -$7.22K -30 -1%
SIC
1407
Samalin Investment Counsel
New York
$499K -$26K -108 -5%
PAA
1408
Peregrine Asset Advisers
Oregon
$499K +$499K +2,076 New
SIC
1409
Shoker Investment Counsel
Ohio
$499K +$2.89K +12 +0.6%
WFAG
1410
Wescott Financial Advisory Group
Pennsylvania
$499K -$38.5K -160 -7%
PGIM
1411
Pacific Global Investment Management
California
$498K -$70K -291 -12%
SPWM
1412
Spartan Planning & Wealth Management
North Carolina
$498K +$498K +2,069 New
BFA
1413
Buttonwood Financial Advisors
Maryland
$497K -$8.66K -36 -2%
AA
1414
AlphaQ Advisors
Florida
$495K -$38.3K -159 -7%
BP
1415
BBR Partners
New York
$494K +$4.81K +20 +1%
PPP
1416
Private Portfolio Partners
New Jersey
$494K +$24.3K +101 +5%
PSC
1417
Portman Square Capital
United Kingdom
$493K -$493K -2,049 -50%
Wolverine Trading
1418
Wolverine Trading
Illinois
$492K +$492K +2,047 New
WA
1419
Wambolt & Associates
Colorado
$492K – – –
EFG
1420
Ethos Financial Group
Pennsylvania
$488K +$206K +853 +73%
PCTC
1421
Perkins Coie Trust Company
Washington
$487K +$487K +2,026 New
SFFS
1422
Stonehage Fleming Financial Services
Jersey
$487K – – –
CPIG
1423
Chicago Partners Investment Group
Illinois
$487K -$7.96K -33 -2%
OCG
1424
Opus Capital Group
Ohio
$486K -$42.6K -177 -8%
GAB
1425
German American Bancorp
Indiana
$485K -$24.3K -101 -5%
55 56
57
58 59