We are live on ! Find out more
ADP icon

Automatic Data Processing

2,121 hedge funds and large institutions have $79.3B invested in Automatic Data Processing in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 709 increasing their positions, 825 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 108

5% more funds holding

Funds holding: 2,0222,121 (+99)

3.16% more ownership

Funds ownership: 79.56%82.72% (+3.2%)

0% more capital invested

Capital invested by funds: $79B → $79.3B (+$316M)

2% less call options, than puts

Call options by funds: $574M | Put options by funds: $589M

14% less repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 825

22% less funds holding in top 10

Funds holding in top 10: 9070 (-20)

Holders
2,121
Holders Change
+99
Holders Change %
+4.9%
% of All Funds
30.92%
Holding in Top 10
70
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-22.22%
% of All Funds
1.02%
New
236
Increased
709
Reduced
825
Closed
108
Calls
$574M
Puts
$589M
Net Calls
-$14.5M
Net Calls Change
-$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1901
Outlook Wealth Advisors
Texas
$203K +$203K +871 New
AWA
1902
Amplius Wealth Advisors
Pennsylvania
$202K -$699 -3 -0.3%
NCM
1903
Noesis Capital Mangement
Florida
$202K
TCM
1904
Telos Capital Management
California
$201K +$201K +862 New
IPWA
1905
International Private Wealth Advisors
California
$201K +$201K +862 New
WGAM
1906
Wilkinson Global Asset Management
New York
$200K -$5.83K -25 -3%
AAG
1907
Armstrong Advisory Group
Massachusetts
$198K
WCM
1908
Winthrop Capital Management
Indiana
$196K +$196K +840 New
CUAMC
1909
China Universal Asset Management Company
China
$192K -$166K -714 -47%
C
1910
Covestor
United Kingdom
$192K -$19.6K -84 -9%
RBC
1911
Roble Belko & Company
Pennsylvania
$191K
MME
1912
Meag Munich Ergo
Germany
$191K -$767K -3,294 -80%
HWM
1913
HighMark Wealth Management
Minnesota
$185K
TSW
1914
Thompson Siegel & Walmsley
Virginia
$170K -$12.8K -55 -7%
SN
1915
Sittner & Nelson
Oregon
$169K -$11.6K -50 -6%
ODG
1916
O'Dell Group
Ohio
$166K +$166K +712 New
EIM
1917
Essex Investment Management
Massachusetts
$164K
FBC
1918
Fairfield, Bush & Co
Connecticut
$164K +$164K +705 New
NBT
1919
Northwest Bank & Trust
Iowa
$163K +$163K +700 New
CHA
1920
Carmichael Hill & Associates
Maryland
$161K
NICM
1921
Neo Ivy Capital Management
New York
$160K +$160K +687 New
CFO
1922
CVA Family Office
Colorado
$160K +$160K +685 New
A
1923
AJOVista
Massachusetts
$156K +$156K +669 New
GWS
1924
Glassman Wealth Services
Virginia
$154K +$1.63K +7 +1%
CCMI
1925
Creative Capital Management Investments
California
$152K

ADP Hedge Fund Activity: Q4 2023 in Review

2,121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2023, worth a combined $79.3B — up 0.4% from $79B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new ADP positions and 108 closed out — a net gain of 128 holders — while 709 added to existing stakes and 825 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.51B. The largest seller was Citadel Advisors, cutting an estimated $271M.

  • 2,121 institutional investors held Automatic Data Processing (ADP) as of Q4 2023, up from 2,022 in Q3 2023.
  • Funds reported $79.3B of Automatic Data Processing stock for Q4 2023, up 0.4% quarter-over-quarter.
  • 236 funds opened new Automatic Data Processing positions in Q4 2023 and 108 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2023 was Morgan Stanley, an estimated $2.51B added.
  • The largest Automatic Data Processing seller in Q4 2023 was Citadel Advisors, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2023.