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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
IFS
1876
Intelligent Financial Strategies
Minnesota
$101K -$16.3K -67 -14%
KC
1877
Knuff & Co
California
$99.4K
RL
1878
Rogco LP
Oklahoma
$98.4K +$99.7K +409 New
RW
1879
RVW Wealth
California
$98.2K +$99.5K +408 New
CLOS
1880
Compagnie Lombard Odier SCmA
Switzerland
$97.9K +$99.2K +407 New
CCA
1881
Column Capital Advisors
Indiana
$97.2K
KFS
1882
Kelly Financial Services
Massachusetts
$97.1K
ACM
1883
Antonetti Capital Management
Florida
$96.7K
FC
1884
Family CFO
California
$96.2K
BFP
1885
Briaud Financial Planning
Texas
$96K +$97.5K +400 New
TC
1886
Trust Company
Kansas
$96K
IRC
1887
Investors Research Corp
Georgia
$94.5K
FCA
1888
FinTrust Capital Advisors
South Carolina
$93.8K +$3.17K +13 +3%
NCM
1889
Northwest Capital Management
Oregon
$93.6K
CAL
1890
Capital Analysts LLC
Pennsylvania
$89K -$5.36K -22 -6%
LFG
1891
Larson Financial Group
Missouri
$88.1K +$63.1K +259 +242%
OA
1892
Operose Advisors
Wisconsin
$82K +$31.9K +131 +62%
SCM
1893
Silvant Capital Management
Georgia
$81.7K
SGC
1894
Slocum, Gordon & Co
Rhode Island
$79.2K
IWP
1895
IAG Wealth Partners
Wisconsin
$78.9K
YAL
1896
Your Advocates Ltd
Texas
$78.2K -$18.3K -75 -19%
CPG
1897
Cornerstone Planning Group
New Jersey
$77.9K +$74.4K +305 +1,605%
OSNBOA
1898
Old Second National Bank of Aurora
Illinois
$77.7K -$30K -123 -28%
AW
1899
Avion Wealth
Texas
$77K +$1.71K +7 +2%
GJIA
1900
Glass Jacobson Investment Advisors
Maryland
$76.1K

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.