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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 %
FDCC
1551
Foster Dykema Cabot & Co
Massachusetts
$366K – – –
SAA
1552
Southeast Asset Advisors
Georgia
$366K – – –
CWM
1553
Concentric Wealth Management
California
$363K – – –
AO
1554
Advisor OS
Illinois
$362K +$68.3K +284 +23%
ESBC
1555
E.S. Barr & Co
Kentucky
$362K -$20.4K -85 -5%
HS
1556
Horan Securities
United States
$361K +$5.53K +23 +2%
GLLW
1557
Graves Light Lenhart Wealth
Virginia
$360K – – –
FC
1558
Forte Capital
New York
$360K -$28.1K -117 -7%
CWP
1559
CFM Wealth Partners
Texas
$360K – – –
PFGIA
1560
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$722 +3 +0.2%
CIAS
1561
Capital Investment Advisory Services
North Carolina
$359K -$111K -463 -24%
JWBC
1562
John W. Bristol & Co
New York
$359K – – –
GWAM
1563
Guardian Wealth Advisors (Minnesota)
Minnesota
$358K -$7.94K -33 -2%
IFS
1564
Ifrah Financial Services
Arkansas
$357K -$2.65K -11 -0.7%
KAM
1565
Knightsbridge Asset Management
California
$356K +$963 +4 +0.3%
AFG
1566
ABLE Financial Group
Arizona
$351K -$107K -444 -23%
ZB
1567
Zions Bancorporation
Utah
$347K +$278K +1,156 +404%
1WA
1568
180 Wealth Advisors
Washington
$346K – – –
IF
1569
Insight Folios
North Carolina
$345K -$25.7K -107 -7%
PL
1570
Perpetual Ltd
Australia
$345K – – –
CAM
1571
Cubic Asset Management
Massachusetts
$344K – – –
JCM
1572
Janney Capital Management
Pennsylvania
$342K -$15.6K -65 -4%
KP
1573
Keel Point
Alabama
$342K +$16.8K +70 +5%
PIM
1574
Progressive Investment Management
Oregon
$341K – – –
FGA
1575
Fortis Group Advisors
New Jersey
$341K -$668 -3 -0.2%
61 62
63
64 65