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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 %
PWA
1601
Providence Wealth Advisors
Illinois
$320K – – –
HI
1602
Harbour Investments
Wisconsin
$319K +$37.8K +157 +13%
CWC
1603
Carolinas Wealth Consulting
North Carolina
$319K -$3.8K -328 -1%
CBFP
1604
Cedar Brook Financial Partners
Ohio
$319K -$94.3K -392 -23%
VCM
1605
Versant Capital Management
Arizona
$317K – – –
TGAM
1606
TBH Global Asset Management
Tennessee
$317K – – –
TWA
1607
Trellis Wealth Advisors
California
$317K – – –
ORC
1608
O'Rourke & Company
Massachusetts
$316K – – –
NRC
1609
New Republic Capital
North Carolina
$316K +$316K +1,311 New
BMWM
1610
Brown Miller Wealth Management
Virginia
$314K -$4.81K -20 -2%
EFI
1611
EHP Funds Inc
Canada
$313K -$2.53M -10,510 -89%
AT
1612
Arden Trust
Delaware
$312K +$19K +79 +6%
LKIM
1613
Lawson Kroeker Investment Management
Nebraska
$311K – – –
IWM
1614
Integris Wealth Management
California
$311K – – –
FUBT
1615
First United Bank & Trust
Maryland
$310K -$3.37K -14 -1%
WP
1616
WealthPLAN Partners
Nebraska
$309K -$103K -428 -25%
FNA
1617
First National Advisers
Nebraska
$309K +$309K +1,283 New
WFI
1618
West Family Investments
California
$305K – – –
FSA
1619
Financial Security Advisor
Virginia
$304K +$304K +1,257 New
SWMG
1620
Sanchez Wealth Management Group
Florida
$304K +$1.92K +8 +0.6%
HBW
1621
Hazlett, Burt & Watson
West Virginia
$303K +$3.12K +13 +1%
PWM
1622
Paulson Wealth Management
Illinois
$303K – – –
AIM
1623
Avity Investment Management
Connecticut
$302K -$12K -50 -4%
BAM
1624
Byrne Asset Management
New Jersey
$302K -$42.1K -175 -12%
NSG
1625
Nalls Sherbakoff Group
Tennessee
$301K – – –
63 64
65
66 67