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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 %
MCA
1626
Maryland Capital Advisors
Maryland
$301K – – –
FCT
1627
Family Capital Trust
Massachusetts
$301K – – –
FMB
1628
Field & Main Bank
Kentucky
$301K -$8.42K -35 -3%
PF
1629
Phoenix Financial
Israel
$301K +$301K +1,229 New
AA
1630
Alesco Advisors
New York
$300K -$11.1K -46 -4%
GF
1631
Gries Financial
Ohio
$299K +$299K +1,242 New
CWM
1632
Centurion Wealth Management
Virginia
$298K +$722 +3 +0.2%
AR
1633
Advisory Research
Illinois
$298K +$298K +1,240 New
TNB
1634
Thomasville National Bank
Georgia
$297K -$71K -295 -19%
RDIA
1635
RE Dickinson Investment Advisors
Iowa
$296K – – –
FNB
1636
Farmers National Bank
Kentucky
$296K -$2.89K -12 -1%
GA
1637
Goldstein Advisors
Wisconsin
$295K – – –
TFP
1638
Tilia Fiduciary Partners
North Carolina
$294K -$722 -3 -0.2%
LWA
1639
Lowe Wealth Advisors
Maryland
$292K – – –
HDIM
1640
Hanson & Doremus Investment Management
Vermont
$291K – – –
PA
1641
PFG Advisors
Arizona
$290K -$96.5K -401 -25%
BLC
1642
Brown, Lisle/Cummings
Rhode Island
$290K -$15.6K -65 -5%
AOWM
1643
Alpha Omega Wealth Management
Virginia
$290K -$1.2K -5 -0.4%
NFGCM
1644
Norman Fields Gottscho Capital Management
New York
$289K – – –
PWP
1645
Phillips Wealth Planners
Mississippi
$289K -$214K -869 -43%
PA
1646
Parkside Advisors
California
$289K – – –
FNBSF
1647
First National Bank Sioux Falls
South Dakota
$289K -$1.44K -6 -0.5%
TC
1648
Tacita Capital
Ontario, Canada
$289K – – –
MWA
1649
Martel Wealth Advisors
Washington
$289K – – –
NCM
1650
Nelson Capital Management
California
$289K – – –
64 65
66
67 68