We are live on ! Find out more
ADP icon

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
EWM
1826
Elevatus Welath Management
New York
$206K +$209K +856 New
SHJ
1827
Sharkey, Howes & Javer
Colorado
$205K +$207K +851 New
EAM
1828
Evanson Asset Management
California
$205K +$207K +851 New
BLAM
1829
Bourne Lent Asset Management
New York
$204K +$207K +850 New
AAG
1830
Armstrong Advisory Group
Massachusetts
$204K
EIA
1831
Eldridge Investment Advisors
New Hampshire
$204K +$207K +848 New
BI
1832
Berkeley Inc
Idaho
$203K +$206K +845 New
DBT
1833
Dubuque Bank & Trust
Iowa
$202K +$205K +839 New
NEPPG
1834
New England Professional Planning Group
Rhode Island
$200K +$203K +833 New
RBC
1835
Roble Belko & Company
Pennsylvania
$198K
IBOK
1836
Independence Bank of Kentucky
Kentucky
$197K -$7.56K -31 -4%
HWM
1837
HighMark Wealth Management
Minnesota
$191K
TSW
1838
Thompson Siegel & Walmsley
Virginia
$189K +$2.44K +10 +1%
SN
1839
Sittner & Nelson
Oregon
$186K
SCA
1840
Stonebridge Capital Advisors
Minnesota
$175K -$11.9K -49 -6%
EIM
1841
Essex Investment Management
Massachusetts
$170K -$80.7K -331 -32%
CHA
1842
Carmichael Hill & Associates
Maryland
$166K
GWS
1843
Glassman Wealth Services
Virginia
$158K +$1.95K +8 +1%
CCMI
1844
Creative Capital Management Investments
California
$157K
HT
1845
Headlands Technologies
Illinois
$157K -$3.69M -15,117 -96%
MHR
1846
Matthew Hamilton Rosenberg
$147K -$7.32K -30 -5%
LS
1847
Livforsakringsbolaget Skandia
Sweden
$147K
UCB
1848
United Community Bank
South Carolina
$144K +$1.22K +5 +0.8%
OBWP
1849
O'Brien Wealth Partners
Massachusetts
$141K -$244 -1 -0.2%
BWL
1850
Bogart Wealth LLC
Virginia
$139K

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.