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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 %
RBC
1826
Roble Belko & Company
Pennsylvania
$198K – – –
IBOK
1827
Independence Bank of Kentucky
Kentucky
$197K -$7.46K -31 -4%
HWM
1828
HighMark Wealth Management
Minnesota
$191K – – –
TSW
1829
Thompson Siegel & Walmsley
Virginia
$189K +$2.41K +10 +1%
SN
1830
Sittner & Nelson
Oregon
$186K – – –
SCA
1831
Stonebridge Capital Advisors
Minnesota
$175K -$11.8K -49 -6%
EIM
1832
Essex Investment Management
Massachusetts
$170K -$79.6K -331 -32%
CHA
1833
Carmichael Hill & Associates
Maryland
$166K – – –
GWS
1834
Glassman Wealth Services
Virginia
$158K +$1.93K +8 +1%
CCMI
1835
Creative Capital Management Investments
California
$157K – – –
HT
1836
Headlands Technologies
Illinois
$157K -$3.64M -15,117 -96%
MHR
1837
Matthew Hamilton Rosenberg
$147K -$7.22K -30 -5%
LS
1838
Livforsakringsbolaget Skandia
Sweden
$147K – – –
UCB
1839
United Community Bank
South Carolina
$144K +$1.2K +5 +0.8%
OBWP
1840
O'Brien Wealth Partners
Massachusetts
$141K -$241 -1 -0.2%
BWL
1841
Bogart Wealth LLC
Virginia
$139K – – –
RFA
1842
Register Financial Advisors
Georgia
$135K +$1.44K +6 +1%
CH
1843
Canton Hathaway
Rhode Island
$134K +$32.8K +136 +32%
TWM
1844
Tradition Wealth Management
Minnesota
$131K +$240 +1 +0.2%
RTC
1845
Riverview Trust Company
Washington
$130K – – –
CWM
1846
Cranbrook Wealth Management
Michigan
$128K – – –
PPC
1847
Park Place Capital
Alabama
$128K – – –
TLA
1848
Tanglewood Legacy Advisors
Texas
$126K – – –
SIC
1849
SJS Investment Consulting
Ohio
$123K +$1.93K +8 +2%
AF
1850
Advisornet Financial
Minnesota
$123K -$48.8K -203 -28%
72 73
74
75 76