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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
TVAMP
1926
Tennessee Valley Asset Management Partners
Tennessee
$150K +$150K +645 New
RFS
1927
Richardson Financial Services
Massachusetts
$145K +$145K +624 New
CCM
1928
CAAS Capital Management
New York
$140K +$140K +600 New
OBWP
1929
O'Brien Wealth Partners
Massachusetts
$138K +$1.4K +6 +1%
BWL
1930
Bogart Wealth LLC
Virginia
$135K
SIS
1931
Sound Income Strategies
Florida
$130K +$87.8K +377 +207%
CH
1932
Canton Hathaway
Rhode Island
$130K
FWM
1933
FSA Wealth Management
Massachusetts
$128K +$128K +550 New
QL
1934
Quarry LP
New York
$126K +$9.09K +39 +8%
CWM
1935
Cranbrook Wealth Management
Michigan
$124K
TWM
1936
Tradition Wealth Management
Minnesota
$124K -$3.03K -13 -2%
TSWM
1937
Tyler-Stone Wealth Management
Ohio
$124K +$10.7K +46 +9%
RIM
1938
Rockbridge Investment Management
New York
$123K +$123K +527 New
LFG
1939
Larson Financial Group
Missouri
$122K +$37K +159 +43%
TIM
1940
Tortoise Investment Management
New York
$122K +$11K +47 +10%
TLA
1941
Tanglewood Legacy Advisors
Texas
$122K
SIC
1942
SJS Investment Consulting
Ohio
$119K -$699 -3 -0.6%
EAM
1943
EdenTree Asset Management
United Kingdom
$116K
AA
1944
Addison Advisors
Vermont
$115K
MHR
1945
Matthew Hamilton Rosenberg
$114K -$28.4K -122 -20%
CFD
1946
Creative Financial Designs
Indiana
$113K
CSC
1947
Caldwell Sutter Capital
California
$111K
PCFFS
1948
Pacific Center for Financial Services
California
$111K
GPI
1949
General Partner Inc
Pennsylvania
$111K
FCA
1950
FinTrust Capital Advisors
South Carolina
$110K +$19.3K +83 +21%

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.