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Automatic Data Processing

2,022 hedge funds and large institutions have $79B invested in Automatic Data Processing in 2023 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 810 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 7590 (+15)

11% more call options, than puts

Call options by funds: $533M | Put options by funds: $480M

9% more capital invested

Capital invested by funds: $72.7B → $79B (+$6.27B)

2% more funds holding

Funds holding: 1,9822,022 (+40)

0.66% less ownership

Funds ownership: 80.22%79.56% (-0.66%)

15% less repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 810

Holders
2,022
Holders Change
+40
Holders Change %
+2.02%
% of All Funds
32.09%
Holding in Top 10
90
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20%
% of All Funds
1.43%
New
150
Increased
685
Reduced
810
Closed
86
Calls
$533M
Puts
$480M
Net Calls
+$52.8M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1801
Gould Asset Management
California
$218K +$221K +907 New
C
1802
Covestor
United Kingdom
$218K +$6.58K +27 +3%
TF
1803
Talbot Financial
Washington
$217K +$219K +900 New
BMC
1804
Beaton Management Company
Massachusetts
$216K +$218K +896 New
ACS
1805
Archford Capital Strategies
Illinois
$215K -$16.6K -68 -7%
SWP
1806
Strategic Wealth Partners
Ohio
$215K -$10.2K -42 -4%
IA
1807
IFS Advisors
Kansas
$214K
HFA
1808
High Falls Advisors
New York
$214K +$217K +888 New
GC
1809
Garde Capital
Washington
$213K +$1.22K +5 +0.6%
HWM
1810
Hohimer Wealth Management
Washington
$213K +$216K +885 New
WGAM
1811
Wilkinson Global Asset Management
New York
$213K +$216K +885 New
SIC
1812
Sterling Investment Counsel
New York
$213K +$216K +885 New
CPA
1813
Capital Planning Advisors
California
$213K +$216K +884 New
SWM
1814
Stockman Wealth Management
Montana
$212K +$215K +882 New
RWM
1815
Reston Wealth Management
Virginia
$212K +$215K +880 New
MWP
1816
Meridian Wealth Partners
Pennsylvania
$211K +$214K +879 New
WMS
1817
Wealth Management Solutions
Pennsylvania
$211K +$214K +878 New
SA
1818
Syntax Advisors
New York
$211K -$31.2K -128 -13%
VCG
1819
Vantage Consulting Group
Virginia
$211K -$31.2K -128 -13%
DS
1820
DRW Securities
Illinois
$210K +$213K +874 New
AWA
1821
Amplius Wealth Advisors
Pennsylvania
$210K +$213K +872 New
KCM
1822
Kornitzer Capital Management
Kansas
$210K +$213K +872 New
DIA
1823
Dana Investment Advisors
Wisconsin
$210K -$15.4K -63 -7%
FA
1824
Faithward Advisors
Pennsylvania
$208K -$78.5K -322 -26%
NCM
1825
Noesis Capital Mangement
Florida
$208K +$211K +866 New

ADP Hedge Fund Activity: Q3 2023 in Review

2,022 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2023, worth a combined $79B — up 8.6% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new ADP positions and 86 closed out — a net gain of 64 holders — while 685 added to existing stakes and 810 trimmed.

The largest buyer was Invesco, adding an estimated $221M. The largest seller was Traphagen Investment Advisors, cutting an estimated $259M.

  • 2,022 institutional investors held Automatic Data Processing (ADP) as of Q3 2023, up from 1,982 in Q2 2023.
  • Funds reported $79B of Automatic Data Processing stock for Q3 2023, up 8.6% quarter-over-quarter.
  • 150 funds opened new Automatic Data Processing positions in Q3 2023 and 86 closed out, a net change of +64 holders.
  • The largest Automatic Data Processing buyer in Q3 2023 was Invesco, an estimated $221M added.
  • The largest Automatic Data Processing seller in Q3 2023 was Traphagen Investment Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2023.