We are live on ! Find out more
ADP icon

Automatic Data Processing

2,022 hedge funds and large institutions have $79B invested in Automatic Data Processing in 2023 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 810 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 7590 (+15)

11% more call options, than puts

Call options by funds: $533M | Put options by funds: $480M

9% more capital invested

Capital invested by funds: $72.7B → $79B (+$6.27B)

2% more funds holding

Funds holding: 1,9822,022 (+40)

0.66% less ownership

Funds ownership: 80.22%79.56% (-0.66%)

15% less repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 810

Holders
2,022
Holders Change
+40
Holders Change %
+2.02%
% of All Funds
32.09%
Holding in Top 10
90
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20%
% of All Funds
1.43%
New
150
Increased
685
Reduced
810
Closed
86
Calls
$533M
Puts
$480M
Net Calls
+$52.8M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1726
Jackson Grant Investment Advisers
Connecticut
$251K +$975 +4 +0.4%
CHP
1727
Cable Hill Partners
Oregon
$251K +$254K +1,042 New
JWM
1728
Janiczek Wealth Management
Colorado
$250K +$143K +587 +129%
KWM
1729
Kolinsky Wealth Management
New Jersey
$250K +$3.17K +13 +1%
VWA
1730
Visionary Wealth Advisors
Illinois
$250K -$13.2K -54 -5%
FAM
1731
Family Asset Management
South Carolina
$249K -$2.93K -12 -1%
OFG
1732
Oxford Financial Group
Indiana
$249K -$43.9K -180 -15%
CWM
1733
Chesapeake Wealth Management
Virginia
$248K -$8.53K -35 -3%
LT
1734
Legacy Trust
Michigan
$248K
GPA
1735
Garrison Point Advisors
California
$247K
AFG
1736
Atomi Financial Group
New York
$246K -$1.46K -6 -0.6%
TWP
1737
Tower Wealth Partners
Pennsylvania
$246K +$2.93K +12 +1%
CB
1738
CNB Bank
Pennsylvania
$246K +$228K +935 +1,087%
TWM
1739
Tanager Wealth Management
United Kingdom
$245K +$3.41K +14 +1%
WC
1740
Waterloo Capital
Texas
$245K +$248K +1,019 New
AFP
1741
Ausdal Financial Partners
Iowa
$245K +$8.29K +34 +3%
OFG
1742
OmniStar Financial Group
North Carolina
$245K -$10.5K -43 -4%
VC
1743
Vicus Capital
Pennsylvania
$244K +$247K +1,012 New
CA
1744
Carson Advisory
Georgia
$243K -$4.63K -19 -2%
SEC
1745
Seven Eight Capital
New York
$243K -$637K -2,612 -72%
AC
1746
Avestar Capital
New York
$242K +$244K +1,000 New
JIP
1747
Jaffetilchin Investment Partners
Florida
$241K +$244 +1 +0.1%
JWA
1748
JFS Wealth Advisors
Pennsylvania
$241K +$142K +583 +139%
MFC
1749
Mechanics Financial Corp
Ohio
$241K
MCM
1750
Mill Capital Management
North Carolina
$241K

ADP Hedge Fund Activity: Q3 2023 in Review

2,022 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2023, worth a combined $79B — up 8.6% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new ADP positions and 86 closed out — a net gain of 64 holders — while 685 added to existing stakes and 810 trimmed.

The largest buyer was Invesco, adding an estimated $221M. The largest seller was Traphagen Investment Advisors, cutting an estimated $259M.

  • 2,022 institutional investors held Automatic Data Processing (ADP) as of Q3 2023, up from 1,982 in Q2 2023.
  • Funds reported $79B of Automatic Data Processing stock for Q3 2023, up 8.6% quarter-over-quarter.
  • 150 funds opened new Automatic Data Processing positions in Q3 2023 and 86 closed out, a net change of +64 holders.
  • The largest Automatic Data Processing buyer in Q3 2023 was Invesco, an estimated $221M added.
  • The largest Automatic Data Processing seller in Q3 2023 was Traphagen Investment Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2023.