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Automatic Data Processing

2,233 hedge funds and large institutions have $90.9B invested in Automatic Data Processing in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 781 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 101

16% more capital invested

Capital invested by funds: $78.3B → $90.9B (+$12.7B)

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

3% more funds holding

Funds holding: 2,1672,233 (+66)

0.83% more ownership

Funds ownership: 80.04%80.86% (+0.83%)

10% less repeat investments, than reductions

Existing positions increased: 781 | Existing positions reduced: 864

19% less call options, than puts

Call options by funds: $611M | Put options by funds: $758M

Holders
2,233
Holders Change
+66
Holders Change %
+3.05%
% of All Funds
32.06%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.02%
New
191
Increased
781
Reduced
864
Closed
101
Calls
$611M
Puts
$758M
Net Calls
-$147M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1751
Thrive Wealth Management
Pennsylvania
$323K -$9.15K -35 -3%
4WM
1752
49 Wealth Management
Texas
$321K +$304K +1,162 New
CFGSD
1753
Compass Financial Group (South Dakota)
South Dakota
$321K -$262 -1 -0.1%
SSI
1754
Scott & Selber Inc
Texas
$321K
1WA
1755
180 Wealth Advisors
Washington
$321K -$40.5K -155 -12%
AOWM
1756
Alpha Omega Wealth Management
Virginia
$320K -$26.1K -100 -8%
MAG
1757
M3 Advisory Group
Massachusetts
$320K +$8.89K +34 +3%
IBOK
1758
Independence Bank of Kentucky
Kentucky
$319K +$11K +42 +4%
BOCM
1759
Bontempo Ohly Capital Management
Maryland
$319K -$65.1K -249 -18%
APA
1760
Astoria Portfolio Advisors
New York
$318K +$36.3K +139 +14%
MFS
1761
Madrona Financial Services
Washington
$317K +$8.11K +31 +3%
IWP
1762
Invenio Wealth Partners
Florida
$316K -$31.1K -119 -9%
SIC
1763
Sigma Investment Counselors
Michigan
$315K
CAM
1764
Cidel Asset Management
Ontario, Canada
$315K
SAM
1765
Summit Asset Management
Tennessee
$315K
NFGCM
1766
Norman Fields Gottscho Capital Management
New York
$314K
CFS
1767
Commonwealth Financial Services
West Virginia
$313K -$6.01K -23 -2%
BFA
1768
Brendel Financial Advisors
New Hampshire
$313K
PF
1769
Phoenix Financial
Israel
$312K -$28.2K -108 -9%
HBW
1770
Hazlett, Burt & Watson
West Virginia
$311K -$37.4K -143 -11%
TF
1771
Tudor Financial
Ohio
$310K +$293K +1,119 New
GWANC
1772
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K -$9.41K -36 -3%
D
1773
Diversified
Delaware
$309K
DE
1774
Diversified Enterprises
Delaware
$309K +$292K +1,116 New
JIP
1775
Jaffetilchin Investment Partners
Florida
$307K +$1.05K +4 +0.4%

ADP Hedge Fund Activity: Q3 2024 in Review

2,233 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2024, worth a combined $90.9B — up 16% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new ADP positions and 101 closed out — a net gain of 90 holders — while 781 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $482M. The largest seller was Ameriprise, cutting an estimated $205M.

  • 2,233 institutional investors held Automatic Data Processing (ADP) as of Q3 2024, up from 2,167 in Q2 2024.
  • Funds reported $90.9B of Automatic Data Processing stock for Q3 2024, up 16% quarter-over-quarter.
  • 191 funds opened new Automatic Data Processing positions in Q3 2024 and 101 closed out, a net change of +90 holders.
  • The largest Automatic Data Processing buyer in Q3 2024 was BlackRock, an estimated $482M added.
  • The largest Automatic Data Processing seller in Q3 2024 was Ameriprise, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.