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Automatic Data Processing

2,057 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,9682,057 (+89)

0.52% more ownership

Funds ownership: 80.44%80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 11397 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,057
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.06%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
1801
Ted Buchan & Co
California
$215K +$221K +900 New
SFP
1802
Shepherd Financial Partners
Massachusetts
$215K -$4.91K -20 -2%
SIM
1803
SSI Investment Management
California
$215K
IA
1804
IFS Advisors
Kansas
$213K
SIC
1805
Sterling Investment Counsel
New York
$212K -$982 -4 -0.4%
FNBT
1806
FineMark National Bank & Trust
Florida
$212K -$121K -491 -36%
HFA
1807
High Falls Advisors
New York
$212K
SA
1808
Syntax Advisors
New York
$212K -$26.8K -109 -11%
VCG
1809
Vantage Consulting Group
Virginia
$212K -$26.8K -109 -11%
FPCG
1810
Forum Private Client Group
Indiana
$211K +$217K +884 New
BMC
1811
Beaton Management Company
Massachusetts
$211K
VWA
1812
V Wealth Advisors
Kansas
$211K +$217K +883 New
SWM
1813
Stockman Wealth Management
Montana
$211K +$217K +882 New
AWA
1814
Amplius Wealth Advisors
Pennsylvania
$210K +$216K +880 New
GC
1815
Garde Capital
Washington
$210K
NCM
1816
NCM Capital Management
New Jersey
$210K +$216K +881 New
AC
1817
Avestar Capital
New York
$210K +$215K +874 New
FFA
1818
Farther Finance Advisors
California
$210K +$216K +878 New
HIS
1819
Horizon Investment Services
Indiana
$209K +$215K +877 New
SRG
1820
SBB Research Group
Illinois
$209K -$17.7K -72 -8%
MWP
1821
Meredith Wealth Planning
Illinois
$208K +$213K +869 New
WMS
1822
Wealth Management Solutions
Pennsylvania
$207K +$213K +866 New
OFG
1823
OmniStar Financial Group
North Carolina
$207K +$212K +865 New
TFA
1824
Teamwork Financial Advisors
Texas
$207K +$212K +865 New
DBT
1825
Dubuque Bank & Trust
Iowa
$206K +$211K +861 New

ADP Hedge Fund Activity: Q4 2022 in Review

2,057 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,057 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,968 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.