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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 %
ICM
1901
Intrepid Capital Management
Florida
$65.4K – – –
MAM
1902
Magellan Asset Management
Australia
$65.2K – – –
MTIC
1903
Missouri Trust & Investment Company
Missouri
$65K – – –
CWM
1904
Compass Wealth Management
Connecticut
$64.2K – – –
PK
1905
Pflug Koory
Nebraska
$64.2K – – –
NMG
1906
New Millennium Group
Utah
$63.5K -$164K -681 -72%
PGAM
1907
Princeton Global Asset Management
New Jersey
$63.2K +$240 +1 +0.4%
SOW
1908
State of Wyoming
Wyoming
$61.6K -$94.8K -394 -61%
CIA
1909
Cape Investment Advisory
Georgia
$61.1K +$2.89K +12 +5%
WWP
1910
WR Wealth Planners
Missouri
$60.6K +$7.94K +33 +15%
OIA
1911
Optimum Investment Advisors
Illinois
$60.4K +$241 +1 +0.4%
CTA
1912
Colonial Trust Advisors
South Carolina
$60.4K +$12K +50 +25%
OCM
1913
Orion Capital Management
California
$60.1K +$60.1K +250 New
FPF
1914
First Pacific Financial
Washington
$59.4K – – –
FCT
1915
First Community Trust
Iowa
$57.3K – – –
VAG
1916
VisionPoint Advisory Group
Texas
$57K +$43.5K +181 +323%
RTL
1917
Red Tortoise LLC
Georgia
$56.9K +$481 +2 +0.9%
PP
1918
PrairieView Partners
Minnesota
$55K -$480 -2 -0.9%
CMP
1919
Coston McIsaac & Partners
Maine
$55K – – –
CCP
1920
Carmel Capital Partners
California
$54.9K +$16.6K +69 +43%
RDFA
1921
Ritter Daniher Financial Advisory
Ohio
$53.2K -$6.02K -25 -10%
FCG
1922
Financial Connections Group
California
$53K – – –
DSC
1923
Duncker Streett & Co
Missouri
$51K -$2.89K -12 -5%
PCA
1924
Providence Capital Advisors
North Carolina
$49.8K +$1.68K +7 +4%
CFFP
1925
Center for Financial Planning
Michigan
$49.3K -$2.41K -10 -5%
75 76
77
78 79