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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 %
BIA
1926
Bell Investment Advisors
California
$49.1K -$3.37K -14 -6%
RFA
1927
Resurgent Financial Advisors
Georgia
$48.1K -$40.9K -170 -46%
CP
1928
Castleview Partners
Texas
$48.1K – – –
RAM
1929
Riggs Asset Management
Pennsylvania
$48.1K – – –
TCCM
1930
Timber Creek Capital Management
Massachusetts
$48.1K – – –
MSFP
1931
Mark Sheptoff Financial Planning
Connecticut
$48.1K – – –
RG
1932
Retirement Group
California
$47.3K +$24.2K +101 +105%
FPFS
1933
First Personal Financial Services
North Carolina
$44.3K – – –
SIS
1934
Sound Income Strategies
Florida
$43.8K -$3.61K -15 -8%
BSWA
1935
Bromfield Sneider Wealth Advisors
Massachusetts
$43.5K -$15.6K -65 -26%
IFAM
1936
Institutional & Family Asset Management
Colorado
$42.6K – – –
SWA
1937
SOA Wealth Advisors
New York
$41.7K – – –
RCM
1938
Raleigh Capital Management
North Carolina
$41.7K +$21.5K +89 +106%
CWM
1939
Cedar Wealth Management
California
$40.2K – – –
WIM
1940
Westside Investment Management
California
$39.7K – – –
CA
1941
Centerpoint Advisors
Massachusetts
$39K – – –
CTB
1942
Country Trust Bank
Illinois
$38.3K -$7.46K -31 -16%
FMP
1943
Financial Management Professionals
Texas
$38K +$9.8K +41 +35%
CWM
1944
CarsonAllaria Wealth Management
Illinois
$36K +$241 +1 +0.7%
GKIM
1945
GW&K Investment Management
Massachusetts
$35K +$1.7K +7 +5%
PFA
1946
Pathway Financial Advisers
Indiana
$34.5K +$34.5K +143 New
DFA
1947
DHJJ Financial Advisors
Illinois
$34.2K +$34.2K +142 New
WSC
1948
Wellington Shields & Co
New York
$33.4K – – –
SFG
1949
Steward Financial Group
Texas
$33K -$33K -140 -50%
CAS
1950
Coppell Advisory Solutions
Texas
$33K – – –
76 77
78
79 80