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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 %
LCM
1426
LCM Capital Management
Illinois
$485K -$3.13K -13 -0.6%
JCIA
1427
Jackson Creek Investment Advisors
Colorado
$484K -$26.4K -110 -5%
BFPW
1428
BOK Financial Private Wealth
Colorado
$484K – – –
PC
1429
Permanens Capital
New York
$484K +$484K +2,000 New
DMBA
1430
Deseret Mutual Benefit Administrators
Utah
$482K -$91.7K -381 -16%
PWPS
1431
Pinnacle Wealth Planning Services
Ohio
$482K -$3.37K -14 -0.7%
LC
1432
Lindbrook Capital
California
$482K +$33.7K +140 +8%
HI
1433
Hoey Investments
Pennsylvania
$481K – – –
AFG
1434
Albion Financial Group
Utah
$481K – – –
ALAM
1435
Asahi Life Asset Management
Japan
$481K +$481K +2,000 New
NAS
1436
Nicolet Advisory Services
Wisconsin
$478K +$19.5K +80 +4%
AR
1437
Apeiron RIA
Texas
$478K +$35.4K +147 +8%
NSIM
1438
North Star Investment Management
Illinois
$478K – – –
MPWT
1439
MassMutual Private Wealth & Trust
Connecticut
$478K +$27.2K +113 +6%
DAM
1440
Delta Asset Management
Tennessee
$473K -$7.22K -30 -2%
AFG
1441
Allegheny Financial Group
Pennsylvania
$470K +$1.2K +5 +0.3%
AA
1442
Argent Advisors
Louisiana
$467K – – –
DC
1443
DeDora Capital
California
$466K +$99.3K +413 +27%
TSS
1444
Two Sigma Securities
New York
$465K -$2.02M -8,381 -81%
CWM
1445
Chemistry Wealth Management
New York
$465K – – –
IWP
1446
Invenio Wealth Partners
Florida
$463K -$85.9K -357 -16%
DWM
1447
Destination Wealth Management
California
$460K +$10.3K +43 +2%
SACTSONJ
1448
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$457K – – –
CCA
1449
Childress Capital Advisors
Texas
$457K +$457K +1,898 New
IP
1450
Isthmus Partners
Wisconsin
$456K – – –
56 57
58
59 60