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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 %
LRWA
1651
Long Run Wealth Advisors
New York
$288K -$4.81K -20 -2%
MAM
1652
McLean Asset Management
Virginia
$288K +$288K +1,154 New
AAS
1653
Ameritas Advisory Services
Nebraska
$287K -$100K -403 -26%
LAM
1654
L2 Asset Management
Massachusetts
$286K -$3.78M -992 -93%
CWP
1655
Curated Wealth Partners
California
$286K +$286K +1,187 New
EWM
1656
EPG Wealth Management
Georgia
$285K -$3.61K -15 -1%
WAG
1657
Windsor Advisory Group
Ohio
$285K -$29.1K -121 -9%
CB
1658
Centennial Bank
Arkansas
$283K -$241 -1 -0.1%
WSWA
1659
Warren Street Wealth Advisors
California
$283K – – –
GCM
1660
Gallacher Capital Management
Colorado
$282K +$5.3K +22 +2%
TWM
1661
Thrive Wealth Management
Pennsylvania
$282K -$2.17K -9 -0.8%
SCM
1662
Stonehearth Capital Management
Massachusetts
$281K – – –
CFGSD
1663
Compass Financial Group (South Dakota)
South Dakota
$279K -$241 -1 -0.1%
SSI
1664
Scott & Selber Inc
Texas
$279K – – –
CWM
1665
Calamos Wealth Management
Illinois
$277K +$34.4K +143 +14%
PCIG
1666
Partners Capital Investment Group
Massachusetts
$277K +$277K +1,150 New
SAM
1667
Summit Asset Management
Tennessee
$274K – – –
PCA
1668
Peddock Capital Advisors
Massachusetts
$274K – – –
GWANC
1669
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K -$10.2K -42 -4%
MCM
1670
Monument Capital Management
Virginia
$273K +$42.6K +177 +18%
GWM
1671
Gitterman Wealth Management
New Jersey
$272K +$14.9K +62 +6%
KFA
1672
Kelleher Financial Advisors
New York
$271K +$50K +208 +23%
MFS
1673
Madrona Financial Services
Washington
$271K – – –
AWM
1674
Austin Wealth Management
Texas
$271K +$271K +1,175 New
PWP
1675
Private Wealth Partners
California
$271K – – –
65 66
67
68 69