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Automatic Data Processing
ADP

Overview Fund Activity

2,048 hedge funds and large institutions have $81.5B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 651 increasing their positions, 820 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
+89
Holders Change %
+4.54%
% of All Funds
33.04%
Holding in Top 10
96
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.29%
% of All Funds
1.55%
New
207
Increased
651
Reduced
820
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$332M
2
BlackRock
BlackRock
New York
+$321M
3
Amundi
Amundi
France
+$209M
4
Charles Schwab
Charles Schwab
California
+$197M
5
Morgan Stanley
Morgan Stanley
New York
+$190M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$250M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$245M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$239M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$202M
5
Bank of America
Bank of America
North Carolina
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1476
Centiva Capital
New York
$430K -$644K -2,698 -60%
CWC
1477
Carolinas Wealth Consulting
North Carolina
$429K +$15 +1 +0%
Dimensional Fund Advisors
1478
Dimensional Fund Advisors
Texas
$429K +$451 +1,889 +0.1%
WCM
1479
Wallace Capital Management
Texas
$428K – – –
SWM
1480
Seaside Wealth Management
California
$427K – – –
CWS
1481
Cypress Wealth Services
California
$427K +$1.91K +8 +0.4%
PSB
1482
Piscataqua Savings Bank
New Hampshire
$427K – – –
WFI
1483
West Family Investments
California
$426K +$38K +159 +10%
CAM
1484
Columbia Asset Management
Michigan
$423K – – –
SCP
1485
Sandhill Capital Partners
New York
$423K -$16.7K -70 -4%
KMWM
1486
Keudell/Morrison Wealth Management
Oregon
$421K -$22.5K -94 -5%
VCP
1487
Verus Capital Partners
Arizona
$421K +$53K +222 +14%
FAFN
1488
First Affirmative Financial Network
Colorado
$419K +$17.2K +72 +4%
PA
1489
Perennial Advisors
New York
$418K – – –
SWM
1490
Shakespeare Wealth Management
Wisconsin
$418K – – –
HA
1491
Hofer & Associates
California
$416K +$1.19K +5 +0.3%
CFSG
1492
Clark Financial Services Group
Missouri
$414K +$414K +1,734 New
VWM
1493
Vigilare Wealth Management
Arizona
$411K +$955 +4 +0.2%
CPIG
1494
Chicago Partners Investment Group
Illinois
$410K +$34.2K +151 +9%
MIM
1495
Marco Investment Management
Georgia
$408K – – –
LNWTC
1496
Laird Norton Wetherby Trust Company
Washington
$406K +$142K +590 +54%
APG
1497
Abacus Planning Group
South Carolina
$406K – – –
ACA
1498
Aptus Capital Advisors
Alabama
$405K +$32.2K +135 +9%
MWPCG
1499
Measured Wealth Private Client Group
New Hampshire
$404K – – –
MYLI
1500
Meiji Yasuda Life Insurance
Japan
$403K +$4.78K +20 +1%
58 59
60
61 62