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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 %
FFC
1676
First Financial Corp
Indiana
$270K – – –
SIG
1677
Stonegate Investment Group
Alabama
$270K -$128K -531 -32%
EWM
1678
Endowment Wealth Management
Wisconsin
$269K -$2.41K -10 -0.9%
SW
1679
SteelPeak Wealth
California
$267K -$29.3K -121 -10%
NJBEST
1680
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
9WM
1681
9258 Wealth Management
Ohio
$267K – – –
AWAG
1682
ARS Wealth Advisors Group
Florida
$267K +$267K +1,108 New
RIP
1683
RAM Investment Partners
Washington
$266K +$1.92K +8 +0.7%
VWM
1684
Valley Wealth Managers
New Jersey
$265K +$12.3K +51 +5%
I
1685
IMPACTfolio
Colorado
$265K -$8.66K -36 -3%
CCG
1686
Chatham Capital Group
Georgia
$265K +$6.26K +26 +2%
AA
1687
Alta Advisers
United Kingdom
$265K – – –
AWM
1688
Act Wealth Management
Texas
$265K – – –
AIM
1689
AMI Investment Management
Indiana
$265K – – –
1IA
1690
1834 Investment Advisors
Wisconsin
$265K +$265K +1,100 New
SEIA
1691
Signature Estate & Investment Advisors
California
$264K – – –
FAG
1692
Financial Advisory Group
Texas
$264K – – –
WW
1693
Westshore Wealth
California
$263K -$166K -688 -39%
HFP
1694
Holistic Financial Partners
Indiana
$262K – – –
TIM
1695
Thompson Investment Management
Wisconsin
$262K – – –
GWSG
1696
GPS Wealth Strategies Group
Colorado
$261K +$10.3K +43 +4%
SWM
1697
Sugarloaf Wealth Management
Georgia
$261K – – –
FG
1698
Foster Group
Iowa
$260K -$14K -58 -5%
RAG
1699
RIA Advisory Group
Iowa
$260K -$17.3K -72 -6%
RA
1700
Rational Advisors
New York
$260K +$86.6K +360 +50%
66 67
68
69 70