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 %
AIM
1451
Athena Investment Management
California
$456K – – –
DOA
1452
D'Orazio & Associates
Virginia
$455K +$35.6K +148 +8%
FNBOO
1453
First National Bank of Omaha
Nebraska
$454K -$722 -3 -0.2%
AT
1454
American Trust
Kentucky
$453K -$1.68K -7 -0.4%
LJAC
1455
L.J. Altfest & Co
New York
$452K -$722 -3 -0.2%
ST
1456
Sabal Trust
Florida
$451K -$2.65K -11 -0.6%
VWMG
1457
Virginia Wealth Management Group
Virginia
$451K – – –
DF
1458
Donoghue Forlines
Massachusetts
$450K +$450K +1,870 New
CBT
1459
CoreFirst Bank & Trust
Kansas
$449K +$3.61K +15 +0.8%
SMA
1460
Sage Mountain Advisors
Georgia
$449K +$16.8K +70 +4%
FTC
1461
Farmers Trust Company
Ohio
$448K -$16.8K -70 -4%
AWM
1462
Arista Wealth Management
Nevada
$447K +$2.41K +10 +0.5%
PTC
1463
Philadelphia Trust Company
Pennsylvania
$446K – – –
DA
1464
DCM Advisors
New York
$443K – – –
GLA
1465
Good Life Advisors
Pennsylvania
$440K -$9.14K -38 -2%
RFG
1466
RFP Financial Group
Georgia
$440K – – –
BWM
1467
Baystate Wealth Management
Massachusetts
$438K +$6.98K +29 +2%
HCM
1468
Hollencrest Capital Management
California
$436K – – –
SWM
1469
Seaside Wealth Management
California
$436K +$1.93K +8 +0.4%
SFS
1470
Security Financial Services
Indiana
$434K -$6.26K -26 -1%
CAM
1471
Columbia Asset Management
Michigan
$434K – – –
PWP
1472
Perfromance Wealth Partners
Illinois
$433K – – –
GGI
1473
Godsey & Gibb Inc
Virginia
$433K – – –
WCM
1474
Wallace Capital Management
Texas
$431K – – –
CWS
1475
Cypress Wealth Services
California
$430K – – –
57 58
59
60 61