ADP icon

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 %
WGAM
1801
Wilkinson Global Asset Management
New York
$213K +$213K +885 New
HWM
1802
Hohimer Wealth Management
Washington
$213K +$213K +885 New
SIC
1803
Sterling Investment Counsel
New York
$213K +$213K +885 New
CPA
1804
Capital Planning Advisors
California
$213K +$213K +884 New
SWM
1805
Stockman Wealth Management
Montana
$212K +$212K +882 New
RWM
1806
Reston Wealth Management
Virginia
$212K +$212K +880 New
MWP
1807
Meridian Wealth Partners
Pennsylvania
$211K +$211K +879 New
WMS
1808
Wealth Management Solutions
Pennsylvania
$211K +$211K +878 New
SA
1809
Syntax Advisors
New York
$211K -$30.8K -128 -13%
VCG
1810
Vantage Consulting Group
Virginia
$211K -$30.8K -128 -13%
DS
1811
DRW Securities
Illinois
$210K +$210K +874 New
KCM
1812
Kornitzer Capital Management
Kansas
$210K +$210K +872 New
AWA
1813
Amplius Wealth Advisors
Pennsylvania
$210K +$210K +872 New
DIA
1814
Dana Investment Advisors
Wisconsin
$210K -$15.2K -63 -7%
FA
1815
Faithward Advisors
Pennsylvania
$208K -$72.9K -322 -26%
NCM
1816
Noesis Capital Mangement
Florida
$208K +$208K +866 New
EWM
1817
Elevatus Welath Management
New York
$206K +$206K +856 New
SHJ
1818
Sharkey, Howes & Javer
Colorado
$205K +$205K +851 New
EAM
1819
Evanson Asset Management
California
$205K +$205K +851 New
BLAM
1820
Bourne Lent Asset Management
New York
$204K +$204K +850 New
AAG
1821
Armstrong Advisory Group
Massachusetts
$204K – – –
EIA
1822
Eldridge Investment Advisors
New Hampshire
$204K +$204K +848 New
BI
1823
Berkeley Inc
Idaho
$203K +$203K +845 New
DBT
1824
Dubuque Bank & Trust
Iowa
$202K +$202K +839 New
NEPPG
1825
New England Professional Planning Group
Rhode Island
$200K +$200K +833 New
71 72
73
74 75