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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 %
DT
1776
Daniels + Tansey
Delaware
$224K -$1K -5 -0.4%
CFG
1777
Cooper Financial Group
California
$224K -$1.68K -7 -0.7%
CBT
1778
Central Bank & Trust
Kentucky
$223K +$39.5K +164 +21%
FA
1779
Financial Avengers
California
$223K +$1.2K +5 +0.5%
DWM
1780
Dechtman Wealth Management
Colorado
$223K +$1.21K +5 +0.5%
KCM
1781
KRS Capital Management
Michigan
$223K – – –
AWE
1782
Avidian Wealth Enterprises
Texas
$222K -$55.5K -231 -20%
AIC
1783
Archer Investment Corporation
Indiana
$222K – – –
EP
1784
Edgestream Partners
New Jersey
$222K -$983K -4,085 -82%
LA
1785
Latitude Advisors
Florida
$221K +$2.17K +9 +1%
AFS
1786
Annapolis Financial Services
Maryland
$221K – – –
SAM
1787
SignalPoint Asset Management
Missouri
$221K – – –
SAF
1788
Smith Anglin Financial
Texas
$220K -$29.6K -123 -12%
AA
1789
Advisory Alpha
Michigan
$220K +$220K +914 New
NCM
1790
Novare Capital Management
North Carolina
$220K – – –
PPWM
1791
PFG Private Wealth Management
Florida
$218K – – –
GAM
1792
Gould Asset Management
California
$218K +$218K +907 New
C
1793
Covestor
United Kingdom
$218K +$6.48K +27 +3%
TF
1794
Talbot Financial
Washington
$217K +$217K +900 New
BMC
1795
Beaton Management Company
Massachusetts
$216K +$216K +896 New
ACS
1796
Archford Capital Strategies
Illinois
$215K -$16.4K -68 -7%
SWP
1797
Strategic Wealth Partners
Ohio
$215K -$10.1K -42 -4%
IA
1798
IFS Advisors
Kansas
$214K – – –
HFA
1799
High Falls Advisors
New York
$214K +$214K +888 New
GC
1800
Garde Capital
Washington
$213K +$1.2K +5 +0.6%
70 71
72
73 74