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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 %
BFP
1876
Briaud Financial Planning
Texas
$96K +$96K +400 New
TC
1877
Trust Company
Kansas
$96K – – –
IRC
1878
Investors Research Corp
Georgia
$94.5K – – –
FCA
1879
FinTrust Capital Advisors
South Carolina
$93.8K +$3.13K +13 +3%
NCM
1880
Northwest Capital Management
Oregon
$93.6K – – –
CAL
1881
Capital Analysts LLC
Pennsylvania
$89K -$5.31K -22 -6%
LFG
1882
Larson Financial Group
Missouri
$88.1K +$62.3K +259 +242%
OA
1883
Operose Advisors
Wisconsin
$82K +$31.5K +131 +62%
SCM
1884
Silvant Capital Management
Georgia
$81.7K – – –
SGC
1885
Slocum, Gordon & Co
Rhode Island
$79.2K – – –
IWP
1886
IAG Wealth Partners
Wisconsin
$78.9K – – –
YAL
1887
Your Advocates Ltd
Texas
$78.2K -$18K -75 -19%
CPG
1888
Cornerstone Planning Group
New Jersey
$77.9K +$73.4K +305 +1,605%
OSNBOA
1889
Old Second National Bank of Aurora
Illinois
$77.7K -$29.6K -123 -28%
AW
1890
Avion Wealth
Texas
$77K +$1.65K +7 +2%
GJIA
1891
Glass Jacobson Investment Advisors
Maryland
$76.1K – – –
TCM
1892
Tradewinds Capital Management
Washington
$74.5K +$480 +2 +0.6%
WPWM
1893
Western Pacific Wealth Management
Illinois
$73.6K – – –
CCA
1894
Catalyst Capital Advisors
New York
$73.6K +$18.8K +78 +34%
NFSG
1895
Newbridge Financial Services Group
Florida
$73.2K -$3.13K -13 -4%
FMTCOCP
1896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K – – –
AWM
1897
Atticus Wealth Management
Florida
$68.6K – – –
CFS
1898
CGC Financial Services
Oregon
$67.1K – – –
CAC
1899
Core Alternative Capital
Georgia
$66.3K +$240 +1 +0.4%
ME
1900
McIlrath & Eck
Washington
$66.2K -$722 -3 -1%
74 75
76
77 78