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Automatic Data Processing

2,057 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,9682,057 (+89)

0.52% more ownership

Funds ownership: 80.44%80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 11397 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,057
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.06%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1651
Drive Wealth Management
Utah
$293K +$299K +1,219 New
AOWM
1652
Alpha Omega Wealth Management
Virginia
$291K
EFG
1653
Everhart Financial Group
Ohio
$291K -$134K -545 -31%
PF
1654
Phoenix Financial
Israel
$291K -$4.17K -17 -1%
LWA
1655
Lowe Wealth Advisors
Maryland
$290K
HDIM
1656
Hanson & Doremus Investment Management
Vermont
$289K -$33.9K -138 -10%
FNBSF
1657
First National Bank Sioux Falls
South Dakota
$288K -$279K -1,137 -49%
I
1658
IMPACTfolio
Colorado
$288K -$8.35K -34 -3%
DC
1659
DeDora Capital
California
$287K +$31.4K +128 +12%
NFGCM
1660
Norman Fields Gottscho Capital Management
New York
$287K
TC
1661
Tacita Capital
Ontario, Canada
$287K
MWA
1662
Martel Wealth Advisors
Washington
$287K
MJRIC
1663
Mogy Joel R Investment Counsel
California
$287K
NCM
1664
Nelson Capital Management
California
$287K
DIA
1665
Dana Investment Advisors
Wisconsin
$285K
EFG
1666
Ethos Financial Group
Pennsylvania
$284K +$282K +1,148 New
GFP
1667
Gryphon Financial Partners
Ohio
$283K -$1.72K -7 -0.6%
CB
1668
Centennial Bank
Arkansas
$281K +$289K +1,178 New
PWM
1669
Paulson Wealth Management
Illinois
$281K
PWMG
1670
Provence Wealth Management Group
California
$280K +$288K +1,173 New
DWM
1671
Destination Wealth Management
California
$280K
BLC
1672
Brown, Lisle/Cummings
Rhode Island
$279K +$118K +480 +70%
TNBTD
1673
Trustmark National Bank Trust Department
Mississippi
$279K -$55.2K -225 -16%
SCM
1674
Stonehearth Capital Management
Massachusetts
$279K
SCP
1675
Seizert Capital Partners
Michigan
$278K

ADP Hedge Fund Activity: Q4 2022 in Review

2,057 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,057 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,968 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.