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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 %
GPA
1726
Garrison Point Advisors
California
$247K – – –
AFG
1727
Atomi Financial Group
New York
$246K -$1.44K -6 -0.6%
TWP
1728
Tower Wealth Partners
Pennsylvania
$246K +$2.89K +12 +1%
CB
1729
CNB Bank
Pennsylvania
$246K +$225K +935 +1,087%
TWM
1730
Tanager Wealth Management
United Kingdom
$245K +$3.39K +14 +1%
WC
1731
Waterloo Capital
Texas
$245K +$245K +1,019 New
AFP
1732
Ausdal Financial Partners
Iowa
$245K +$8.18K +34 +3%
OFG
1733
OmniStar Financial Group
North Carolina
$245K -$10.4K -43 -4%
VC
1734
Vicus Capital
Pennsylvania
$244K +$244K +1,012 New
CA
1735
Carson Advisory
Georgia
$243K -$4.57K -19 -2%
SEC
1736
Seven Eight Capital
New York
$243K -$628K -2,612 -72%
AC
1737
Avestar Capital
New York
$242K +$242K +1,000 New
JIP
1738
Jaffetilchin Investment Partners
Florida
$241K +$241 +1 +0.1%
JWA
1739
JFS Wealth Advisors
Pennsylvania
$241K +$140K +583 +139%
RIM
1740
Reliant Investment Management
Tennessee
$241K – – –
MFC
1741
Mechanics Financial Corp
Ohio
$241K – – –
MCM
1742
Mill Capital Management
North Carolina
$241K – – –
NAMP
1743
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$241K – – –
PCH
1744
PGIM Custom Harvest
New Jersey
$240K +$2.17K +9 +0.9%
MRWM
1745
ML&R Wealth Management
Texas
$240K +$722 +3 +0.3%
SAG
1746
SageView Advisory Group
California
$240K -$476K -1,978 -66%
WI
1747
Wedgewood Investors
Pennsylvania
$239K -$24.1K -100 -9%
CWM
1748
Cahaba Wealth Management
Georgia
$239K +$239K +991 New
OL
1749
Optas LLC
Texas
$238K +$238K +991 New
TBC
1750
Ted Buchan & Co
California
$238K – – –
68 69
70
71 72