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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 %
QL
1851
Quarry LP
New York
$121K +$62.3K +259 +106%
EAM
1852
EdenTree Asset Management
United Kingdom
$120K -$601K -2,500 -83%
AA
1853
Addison Advisors
Vermont
$118K – – –
TSWM
1854
Tyler-Stone Wealth Management
Ohio
$117K – – –
CFD
1855
Creative Financial Designs
Indiana
$117K – – –
TIM
1856
Tortoise Investment Management
New York
$115K +$722 +3 +0.6%
CSC
1857
Caldwell Sutter Capital
California
$114K – – –
GPI
1858
General Partner Inc
Pennsylvania
$114K – – –
PCFFS
1859
Pacific Center for Financial Services
California
$114K +$36.1K +150 +46%
JFA
1860
JNBA Financial Advisors
Minnesota
$114K +$1.68K +7 +1%
PO
1861
Private Ocean
California
$113K – – –
CTWM
1862
Cherry Tree Wealth Management
Minnesota
$112K – – –
VIA
1863
Virtus Investment Advisers
Connecticut
$108K +$108K +448 New
WOSD
1864
WFA of San Diego
California
$107K – – –
ITIM
1865
Indiana Trust & Investment Management
Indiana
$105K +$105K +435 New
MFA
1866
McClarren Financial Advisors
Pennsylvania
$104K +$480 +2 +0.5%
IFS
1867
Intelligent Financial Strategies
Minnesota
$101K -$16.2K -67 -14%
KC
1868
Knuff & Co
California
$99.4K – – –
RL
1869
Rogco LP
Oklahoma
$98.4K +$98.4K +409 New
RW
1870
RVW Wealth
California
$98.2K +$98.2K +408 New
CLOS
1871
Compagnie Lombard Odier SCmA
Switzerland
$97.9K +$97.9K +407 New
CCA
1872
Column Capital Advisors
Indiana
$97.2K – – –
KFS
1873
Kelly Financial Services
Massachusetts
$97.1K – – –
ACM
1874
Antonetti Capital Management
Florida
$96.7K – – –
FC
1875
Family CFO
California
$96.2K – – –
73 74
75
76 77