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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 %
Capstone Investment Advisors
1576
Capstone Investment Advisors
New York
$340K +$340K +1,413 New
MIM
1577
Marco Investment Management
Georgia
$339K – – –
AL
1578
Aspiriant LLC
California
$337K +$10.1K +42 +3%
BIM
1579
Barton Investment Management
Pennsylvania
$337K – – –
DSA
1580
Droms Strauss Advisors
Missouri
$336K – – –
MAM
1581
Marotta Asset Management
Virginia
$336K +$9.86K +41 +3%
BAM
1582
Beaumont Asset Management
Texas
$334K -$21.7K -90 -6%
RIL
1583
Rothschild Investment LLC
Illinois
$334K +$44.8K +186 +15%
WDL
1584
Well Done LLC
Michigan
$334K – – –
GP
1585
Girard Partners
Pennsylvania
$334K -$6.5K -27 -2%
BWP
1586
Bernardo Wealth Planning
Pennsylvania
$332K -$5.77K -24 -2%
ML
1587
McAdam LLC
Pennsylvania
$330K +$6.26K +26 +2%
PCM
1588
Prelude Capital Management
New York
$330K +$330K +1,372 New
FNBT
1589
FineMark National Bank & Trust
Florida
$329K -$55.3K -230 -14%
SIC
1590
Sigma Investment Counselors
Michigan
$328K +$18K +75 +6%
APC
1591
Aspire Private Capital
North Carolina
$328K -$22.4K -93 -6%
CFS
1592
Commonwealth Financial Services
West Virginia
$328K +$328K +1,362 New
CNB
1593
Camden National Bank
Maine
$326K – – –
PIA
1594
Perennial Investment Advisors
California
$325K +$26.7K +111 +9%
PS
1595
Portfolio Strategies
New York
$325K -$4.81K -20 -1%
OR
1596
Olympiad Research
Connecticut
$324K +$324K +1,348 New
CF
1597
Centaurus Financial
California
$324K – – –
BOPW
1598
Brandywine Oak Private Wealth
Pennsylvania
$323K – – –
MCA
1599
MSH Capital Advisors
Arizona
$322K -$12K -50 -4%
APG
1600
Abacus Planning Group
South Carolina
$320K -$8.66K -36 -3%
62 63
64
65 66