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Automatic Data Processing
ADP

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: 1,968 → 2,057 (+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: 113 → 97 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$341M
2
BlackRock
BlackRock
New York
+$330M
3
Amundi
Amundi
France
+$210M
4
Charles Schwab
Charles Schwab
California
+$202M
5
Morgan Stanley
Morgan Stanley
New York
+$195M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$257M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$246M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$208M
5
Bank of America
Bank of America
North Carolina
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1726
SignalPoint Asset Management
Missouri
$253K – – –
IFO
1727
Independent Family Office
New York
$253K – – –
RIL
1728
Rothschild Investment LLC
Illinois
$252K -$1.23K -5 -0.5%
WAL
1729
W Advisors LLC
Tennessee
$251K – – –
BFS
1730
Bard Financial Services
Connecticut
$251K – – –
RPCONE
1731
Retirement Planning Company of New England
Rhode Island
$250K – – –
BOM
1732
Bank of Marin
California
$250K – – –
CA
1733
Claris Advisors
Missouri
$249K +$2.21K +9 +0.9%
AT
1734
Arden Trust
Delaware
$248K – – –
WMA
1735
West Michigan Advisors
Michigan
$247K -$24.3K -99 -9%
PAMG
1736
Patton Albertson Miller Group
Tennessee
$247K +$982 +4 +0.4%
SAF
1737
Smith Anglin Financial
Texas
$247K +$491 +2 +0.2%
SBL
1738
Sargent Bickham Lagudis
Colorado
$246K +$17.2K +70 +7%
JGIA
1739
Jackson Grant Investment Advisers
Connecticut
$246K +$982 +4 +0.4%
SHWM
1740
Silicon Hills Wealth Management
Texas
$246K -$1.72K -7 -0.7%
CA
1741
Carson Advisory
Georgia
$245K +$246 +1 +0.1%
MAM
1742
Meeder Asset Management
Ohio
$243K -$1.96M -7,990 -89%
NCM
1743
Noesis Capital Mangement
Florida
$242K +$1.23K +5 +0.5%
BFS
1744
Bickling Financial Services
Massachusetts
$241K +$1.23K +5 +0.5%
MAM
1745
McLean Asset Management
Virginia
$240K +$18.4K +75 +8%
CWA
1746
Clarus Wealth Advisors
Arizona
$240K -$26.5K -108 -10%
JIP
1747
Jaffetilchin Investment Partners
Florida
$240K +$246 +1 +0.1%
MFC
1748
Mechanics Financial Corp
Ohio
$239K – – –
UOTTAIMCU
1749
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$239K +$246K +1,000 New
MCM
1750
Mill Capital Management
North Carolina
$239K – – –
68 69
70
71 72

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.