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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 %
TC
1701
Truvestments Capital
Florida
$258K +$243K +1,012 +1,715%
HCM
1702
Hilton Capital Management
New York
$257K -$11.3K -47 -4%
LBA
1703
Lowell Blake & Associates
Massachusetts
$257K +$257K +1,070 New
BS
1704
Bessemer Securities
New York
$257K -$729K -3,030 -74%
AWM
1705
Angeles Wealth Management
California
$256K +$12.8K +53 +5%
LFA
1706
Laraway Financial Advisors
Minnesota
$255K – – –
AMCA
1707
Arthur M. Cohen & Associates
Illinois
$255K – – –
AWM
1708
Avaii Wealth Management
Wisconsin
$255K -$2.17K -9 -0.8%
IFO
1709
Independent Family Office
New York
$255K – – –
CIC
1710
Cornercap Investment Counsel
Georgia
$253K -$2.21M -9,179 -90%
WAL
1711
W Advisors LLC
Tennessee
$253K – – –
DSAM
1712
Dock Street Asset Management
Florida
$253K -$61.6K -256 -20%
BFS
1713
Bard Financial Services
Connecticut
$253K – – –
PFA
1714
Pathway Financial Advisors
Vermont
$252K +$11.8K +49 +5%
H
1715
HoyleCohen
California
$252K -$64.9K -270 -20%
VCP
1716
Verus Capital Partners
Arizona
$252K +$3.37K +14 +1%
JGIA
1717
Jackson Grant Investment Advisers
Connecticut
$251K +$962 +4 +0.4%
CHP
1718
Cable Hill Partners
Oregon
$251K +$251K +1,042 New
JWM
1719
Janiczek Wealth Management
Colorado
$250K +$141K +587 +129%
KWM
1720
Kolinsky Wealth Management
New Jersey
$250K +$3.13K +13 +1%
VWA
1721
Visionary Wealth Advisors
Illinois
$250K -$13K -54 -5%
FAM
1722
Family Asset Management
South Carolina
$249K -$2.89K -12 -1%
OFG
1723
Oxford Financial Group
Indiana
$249K -$43.3K -180 -15%
CWM
1724
Chesapeake Wealth Management
Virginia
$248K -$8.42K -35 -3%
LT
1725
Legacy Trust
Michigan
$248K – – –
67 68
69
70 71