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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 %
SP
1751
Successful Portfolios
Florida
$238K -$962 -4 -0.4%
MA
1752
MJP Associates
Connecticut
$237K +$4.33K +18 +2%
LCOV
1753
London Company of Virginia
Virginia
$237K – – –
GFP
1754
Gryphon Financial Partners
Ohio
$237K +$237K +983 New
AC
1755
Asio Capital
Kentucky
$236K +$236K +977 New
LWM
1756
Laidlaw Wealth Management
New York
$236K -$150K -625 -39%
RP
1757
Riverbridge Partners
Minnesota
$234K – – –
ACM
1758
Alpha Capital Management
Texas
$234K +$234K +974 New
BW
1759
Bison Wealth
Georgia
$233K – – –
SFP
1760
Shepherd Financial Partners
Massachusetts
$232K +$232K +965 New
HC
1761
Hamilton Capital
Ohio
$232K +$232K +964 New
KFP
1762
KMG Fiduciary Partners
Ohio
$230K – – –
GCM
1763
Gables Capital Management
Florida
$230K -$48.1K -200 -17%
LC
1764
Landaas & Company
Wisconsin
$229K – – –
SFP
1765
Sterling Financial Planning
New Jersey
$229K – – –
MCM
1766
MV Capital Management
Maryland
$229K -$10.8K -45 -5%
1IA
1767
1620 Investment Advisors
Massachusetts
$229K – – –
WA
1768
WESPAC Advisors
California
$228K +$228K +948 New
FBFS
1769
First Business Financial Services
Wisconsin
$227K +$2.89K +12 +1%
RIA
1770
Realta Investment Advisors
Delaware
$226K -$24.2K -110 -10%
SCP
1771
Seizert Capital Partners
Michigan
$226K -$53.9K -224 -19%
ETIA
1772
Epic Trust Investment Advisors
Washington
$226K -$25.3K -105 -10%
MFG
1773
MidWestOne Financial Group
Iowa
$226K +$226K +941 New
KA
1774
Kovack Advisors
Florida
$225K +$963 +4 +0.4%
SIAP
1775
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K – – –
69 70
71
72 73