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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 %
1WM
1476
1900 Wealth Management
Texas
$428K +$41.9K +174 +11%
NA
1477
Navellier & Associates
Nevada
$428K -$32K -133 -7%
QC
1478
Quent Capital
New York
$424K +$13K +54 +3%
HA
1479
Hofer & Associates
California
$424K +$1.68K +7 +0.4%
CFP
1480
Catalyst Financial Partners
Massachusetts
$423K +$58K +241 +16%
AAIS
1481
ABN AMRO Investment Solutions
$422K -$28.4K -118 -6%
FOA
1482
Five Oceans Advisors
California
$422K +$2.41K +10 +0.6%
MCCA
1483
Mill Creek Capital Advisors
Pennsylvania
$422K -$64K -266 -13%
IF
1484
Intrua Financial
Texas
$421K +$3.37K +14 +0.8%
TPWA
1485
TRUE Private Wealth Advisors
Oregon
$421K +$56.3K +234 +15%
CSIA
1486
Carl Stuart Investment Advisor
Texas
$421K – – –
MA
1487
MONECO Advisors
Connecticut
$418K +$963 +4 +0.2%
CAL
1488
Capital Advisors Ltd
Ohio
$418K -$2.17K -9 -0.5%
SWM
1489
Shakespeare Wealth Management
Wisconsin
$417K -$3.13K -13 -0.7%
HWM
1490
Hemington Wealth Management
Virginia
$416K -$22.6K -94 -5%
Canada Life
1491
Canada Life
Manitoba, Canada
$416K -$9.85K -41 -2%
WMA
1492
West Michigan Advisors
Michigan
$416K -$5.29K -22 -1%
DFCM
1493
Dark Forest Capital Management
Puerto Rico
$414K +$414K +1,719 New
SAM
1494
Sawgrass Asset Management
Florida
$413K -$31.5K -131 -7%
BRM
1495
Boston Research & Management
Massachusetts
$412K -$24K -100 -6%
WG
1496
Welch Group
Alabama
$411K – – –
PA
1497
Perennial Advisors
New York
$410K -$140K -580 -25%
TCBWMS
1498
Texas Capital Bank Wealth Management Services
Texas
$409K +$3.85K +16 +0.9%
APA
1499
Astoria Portfolio Advisors
New York
$409K -$29.6K -135 -7%
SCP
1500
Sandhill Capital Partners
New York
$409K – – –
58 59
60
61 62