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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 %
W
1526
WealthOne
New York
$385K -$1.2K -5 -0.3%
CAWM
1527
Capital Advisors Wealth Management
Washington
$385K – – –
MWM
1528
Mascoma Wealth Management
New Hampshire
$385K – – –
WI
1529
WrapManager Inc
California
$384K -$24.5K -102 -6%
CBA
1530
Coastal Bridge Advisors
Connecticut
$384K +$722 +3 +0.2%
AC
1531
Allstate Corporation
Illinois
$382K – – –
EFG
1532
Everhart Financial Group
Ohio
$381K +$63.8K +265 +20%
SFG
1533
SNS Financial Group
Minnesota
$381K +$5.08K +21 +1%
BOSSRA
1534
B.O.S.S. Retirement Advisors
Utah
$380K +$2.41K +10 +0.6%
WHCI
1535
W.H. Cornerstone Investments
Massachusetts
$378K +$2.16K +9 +0.6%
CWM
1536
Chronos Wealth Management
Florida
$378K – – –
FC
1537
FCA Corp
Texas
$378K – – –
NP
1538
NorthRock Partners
Minnesota
$377K +$80.8K +336 +27%
OAM
1539
Oak Asset Management
California
$375K +$375K +1,560 New
FFA
1540
Founders Financial Alliance
North Carolina
$375K -$13.5K -56 -3%
CF
1541
Cantor Fitzgerald
New York
$374K -$24.1K -100 -6%
ROTUOC
1542
Regents of the University of California
California
$373K – – –
GHAM
1543
Gilman Hill Asset Management
Connecticut
$372K -$12.5K -52 -3%
CUAMC
1544
China Universal Asset Management Company
China
$371K +$258K +1,069 +229%
XWM
1545
Xcel Wealth Management
Florida
$370K – – –
VAF
1546
Values Added Financial
District of Columbia
$370K +$44K +183 +14%
EWA
1547
EverSource Wealth Advisors
Alabama
$369K -$34.7K -144 -9%
WAM
1548
Wakefield Asset Management
Colorado
$368K +$368K +1,529 New
MFWP
1549
Mosaic Family Wealth Partners
Missouri
$367K – – –
PSB
1550
Piscataqua Savings Bank
New Hampshire
$367K – – –
60 61
62
63 64