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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 %
MWPCG
1501
Measured Wealth Private Client Group
New Hampshire
$408K +$1.2K +5 +0.3%
TAM
1502
Trillium Asset Management
Massachusetts
$407K -$10.8K -45 -3%
AIA
1503
Alera Investment Advisors
Illinois
$406K -$12K -50 -3%
AIA
1504
AIMZ Investment Advisors
California
$405K – – –
LFP
1505
Leeward Financial Partners
Washington
$404K – – –
BAM
1506
Bayshore Asset Management
Florida
$404K – – –
V
1507
ViaWealth
Kansas
$404K – – –
RWM
1508
Revisor Wealth Management
Ohio
$403K +$77.7K +323 +24%
LNWTC
1509
Laird Norton Wetherby Trust Company
Washington
$403K -$24.2K -100 -6%
RIM
1510
Redwood Investment Management
Arizona
$401K +$401K +1,667 New
VWM
1511
Vigilare Wealth Management
Arizona
$401K +$1.2K +5 +0.3%
BFG
1512
Baron Financial Group
New Jersey
$399K +$241 +1 +0.1%
CFS
1513
CRA Financial Services
New Jersey
$398K +$18.3K +76 +5%
JCM
1514
Jag Capital Management
Missouri
$396K -$16.8K -70 -4%
DWM
1515
Drive Wealth Management
Utah
$396K +$71.3K +295 +22%
ZIG
1516
Zullo Investment Group
Pennsylvania
$396K – – –
KMWM
1517
Keudell/Morrison Wealth Management
Oregon
$394K -$1.68K -7 -0.4%
PCOC
1518
Power Corp of Canada
Canada
$394K -$394K -1,636 -50%
WMA
1519
Wealth Management Associates
New Jersey
$394K +$5.29K +22 +1%
Jones Financial Companies
1520
Jones Financial Companies
Missouri
$393K -$41.1K -171 -9%
SIG
1521
Sargent Investment Group
Maryland
$393K +$3.61K +15 +0.9%
ACM
1522
Ardent Capital Management
Ohio
$392K +$392K +1,631 New
SIA
1523
Soltis Investment Advisors
Utah
$389K +$69K +287 +22%
TFF
1524
The Family Firm
Maryland
$387K +$2.17K +9 +0.6%
SAM
1525
Secure Asset Management
Michigan
$385K -$2.65K -11 -0.7%
59 60
61
62 63