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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 %
KTM
1501
Keeler Thomas Management
Utah
$403K +$239 +1 +0.1%
AIA
1502
AIMZ Investment Advisors
California
$402K – – –
V
1503
ViaWealth
Kansas
$402K +$402K +1,678 New
LFP
1504
Leeward Financial Partners
Washington
$401K +$401K +1,680 New
BAM
1505
Bayshore Asset Management
Florida
$401K – – –
MPW
1506
Monterey Private Wealth
California
$399K +$11.5K +48 +3%
PFGIA
1507
Patriot Financial Group Insurance Agency
Massachusetts
$398K +$398K +1,666 New
GSC
1508
Ground Swell Capital
South Carolina
$397K -$434K -1,818 -52%
SAM
1509
Secure Asset Management
Michigan
$397K +$3.11K +13 +0.8%
MWM
1510
Mascoma Wealth Management
New Hampshire
$396K -$47.8K -200 -11%
BIA
1511
BHK Investment Advisors
Alabama
$396K -$88.4K -370 -18%
AIA
1512
Alera Investment Advisors
Illinois
$395K -$15.3K -64 -4%
OFG
1513
Oxford Financial Group
Indiana
$393K +$122K +512 +45%
WMA
1514
Wealth Management Associates
New Jersey
$391K -$17.2K -72 -4%
PCOC
1515
Power Corp of Canada
Canada
$391K – – –
TSS
1516
Two Sigma Securities
New York
$391K +$391K +1,635 New
WEG
1517
World Equity Group
Illinois
$388K -$11.7K -49 -3%
NRW
1518
Nova R Wealth
Kansas
$387K -$2.39K -10 -0.6%
GHAM
1519
Gilman Hill Asset Management
Connecticut
$386K -$14.3K -60 -4%
ZIG
1520
Zullo Investment Group
Pennsylvania
$386K +$1.43K +6 +0.4%
FMB
1521
Field & Main Bank
Kentucky
$386K -$1.19K -5 -0.3%
PA
1522
PFG Advisors
Arizona
$385K +$716 +3 +0.2%
CG
1523
Cutler Group
California
$384K -$122K -509 -24%
VNA
1524
Valley National Advisers
Pennsylvania
$384K +$2.69K +11 +0.7%
SFS
1525
Security Financial Services
Indiana
$383K +$25.3K +106 +7%
59 60
61
62 63