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Automatic Data Processing

2,022 hedge funds and large institutions have $79B invested in Automatic Data Processing in 2023 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 810 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 7590 (+15)

11% more call options, than puts

Call options by funds: $533M | Put options by funds: $480M

9% more capital invested

Capital invested by funds: $72.7B → $79B (+$6.27B)

2% more funds holding

Funds holding: 1,9822,022 (+40)

0.66% less ownership

Funds ownership: 80.22%79.56% (-0.66%)

15% less repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 810

Holders
2,022
Holders Change
+40
Holders Change %
+2.02%
% of All Funds
32.09%
Holding in Top 10
90
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20%
% of All Funds
1.43%
New
150
Increased
685
Reduced
810
Closed
86
Calls
$533M
Puts
$480M
Net Calls
+$52.8M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1951
Country Trust Bank
Illinois
$38.3K -$7.56K -31 -16%
FMP
1952
Financial Management Professionals
Texas
$38K +$10K +41 +35%
CWM
1953
CarsonAllaria Wealth Management
Illinois
$36K +$244 +1 +0.7%
GKIM
1954
GW&K Investment Management
Massachusetts
$35K +$1.71K +7 +5%
PFA
1955
Pathway Financial Advisers
Indiana
$34.5K +$34.9K +143 New
DFA
1956
DHJJ Financial Advisors
Illinois
$34.2K +$34.6K +142 New
WSC
1957
Wellington Shields & Co
New York
$33.4K
SFG
1958
Steward Financial Group
Texas
$33K -$34.1K -140 -50%
CAS
1959
Coppell Advisory Solutions
Texas
$33K
DWA
1960
Delos Wealth Advisors
Texas
$31.6K
RF
1961
Robinswood Financial
Washington
$31.5K
TWP
1962
TFO Wealth Partners
Ohio
$31.2K +$731 +3 +2%
ECM
1963
Estabrook Capital Management
New York
$30.1K -$14.6K -60 -32%
HCP
1964
Hexagon Capital Partners
Arkansas
$26.9K -$1.71K -7 -6%
SC
1965
Stephens Consulting
Michigan
$26.2K
GA
1966
GoalVest Advisory
New York
$26.2K +$731 +3 +3%
LF
1967
Lee Financial
Texas
$26.1K
NOI
1968
Newton One Investments
Delaware
$25.8K
OIAM
1969
OFI Invest Asset Management
France
$25K +$26.8K +110 New
BC
1970
Barrett & Company
Rhode Island
$24.1K
JMF
1971
Johnson Midwest Financial
Iowa
$24.1K
IPW
1972
Impact Partnership Wealth
Georgia
$24.1K +$5.36K +22 +28%
POIA
1973
Pin Oak Investment Advisors
Texas
$23K
SFA
1974
Semmax Financial Advisors
North Carolina
$22.6K +$24.4K +100 New
GWSA
1975
Global Wealth Strategies & Associates
Colorado
$22.4K

ADP Hedge Fund Activity: Q3 2023 in Review

2,022 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2023, worth a combined $79B — up 8.6% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new ADP positions and 86 closed out — a net gain of 64 holders — while 685 added to existing stakes and 810 trimmed.

The largest buyer was Invesco, adding an estimated $221M. The largest seller was Traphagen Investment Advisors, cutting an estimated $259M.

  • 2,022 institutional investors held Automatic Data Processing (ADP) as of Q3 2023, up from 1,982 in Q2 2023.
  • Funds reported $79B of Automatic Data Processing stock for Q3 2023, up 8.6% quarter-over-quarter.
  • 150 funds opened new Automatic Data Processing positions in Q3 2023 and 86 closed out, a net change of +64 holders.
  • The largest Automatic Data Processing buyer in Q3 2023 was Invesco, an estimated $221M added.
  • The largest Automatic Data Processing seller in Q3 2023 was Traphagen Investment Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2023.