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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 %
XWM
1551
Xcel Wealth Management
Florida
$367K -$239 -1 -0.1%
ACM
1552
AlphaStar Capital Management
North Carolina
$366K -$1.91K -8 -0.5%
PS
1553
Portfolio Strategies
New York
$366K – – –
VCM
1554
Vigilant Capital Management
Maine
$366K – – –
MFWP
1555
Mosaic Family Wealth Partners
Missouri
$365K +$365K +1,526 New
IFU
1556
iSAM Funds (UK)
United Kingdom
$363K +$363K +1,520 New
CWM
1557
Concentric Wealth Management
California
$362K -$9.55K -40 -3%
CBA
1558
Coastal Bridge Advisors
Connecticut
$359K +$717 +3 +0.2%
CFS
1559
Capital Financial Services
New York
$358K -$23.9K -100 -6%
1WM
1560
1900 Wealth Management
Texas
$358K – – –
CAG
1561
Crestwood Advisors Group
Massachusetts
$357K -$158K -660 -31%
FUBT
1562
First United Bank & Trust
Maryland
$357K – – –
JWBC
1563
John W. Bristol & Co
New York
$356K – – –
BCAM
1564
Boston Common Asset Management
Massachusetts
$356K +$8.61K +36 +2%
CIC
1565
Cornercap Investment Counsel
Georgia
$355K – – –
HFP
1566
Holistic Financial Partners
Indiana
$355K -$96K -402 -21%
BAM
1567
Beaumont Asset Management
Texas
$354K – – –
FFA
1568
Founders Financial Alliance
North Carolina
$353K -$18.4K -77 -5%
GCP
1569
GSA Capital Partners
United Kingdom
$352K +$352K +1,473 New
WAG
1570
Windsor Advisory Group
Ohio
$351K +$351K +1,471 New
DT
1571
Daniels + Tansey
Delaware
$350K -$4.06K -17 -1%
CA
1572
Cornerstone Advisory
Maryland
$350K -$190K -797 -35%
CWP
1573
CFM Wealth Partners
Texas
$350K – – –
GLLW
1574
Graves Light Lenhart Wealth
Virginia
$349K – – –
AR
1575
Apeiron RIA
Texas
$347K +$1.91K +8 +0.6%
61 62
63
64 65