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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 %
DWA
1951
Delos Wealth Advisors
Texas
$31.6K – – –
TWP
1952
TFO Wealth Partners
Ohio
$31.2K +$659 +3 +2%
ECM
1953
Estabrook Capital Management
New York
$30.1K -$14.4K -60 -32%
HCP
1954
Hexagon Capital Partners
Arkansas
$26.9K -$1.68K -7 -6%
SC
1955
Stephens Consulting
Michigan
$26.2K – – –
GA
1956
GoalVest Advisory
New York
$26.2K +$722 +3 +3%
LF
1957
Lee Financial
Texas
$26.1K – – –
NOI
1958
Newton One Investments
Delaware
$25.8K – – –
OIAM
1959
OFI Invest Asset Management
France
$25K +$25K +110 New
BC
1960
Barrett & Company
Rhode Island
$24.1K – – –
JMF
1961
Johnson Midwest Financial
Iowa
$24.1K – – –
IPW
1962
Impact Partnership Wealth
Georgia
$24.1K +$5.29K +22 +28%
POIA
1963
Pin Oak Investment Advisors
Texas
$23K – – –
SFA
1964
Semmax Financial Advisors
North Carolina
$22.6K +$22.6K +100 New
GWSA
1965
Global Wealth Strategies & Associates
Colorado
$22.4K – – –
PP
1966
PFS Partners
New Jersey
$20.7K – – –
FSWA
1967
Financial Synergies Wealth Advisors
Texas
$20.7K – – –
SC
1968
Steph & Co
Wisconsin
$19.2K +$19.2K +80 New
BCMLT
1969
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K – – –
BG
1970
Bollard Group
Massachusetts
$18K – – –
LFA
1971
Legend Financial Advisors
Pennsylvania
$17.8K – – –
LFASL
1972
Lugano Financial Advisors SA (LFA)
Switzerland
$16.1K – – –
AWM
1973
Abound Wealth Management
Tennessee
$15.9K +$241 +1 +2%
FGAM
1974
Financial Gravity Asset Management
Texas
$15.3K -$32.8K -150 -68%
HF
1975
Halpern Financial
Virginia
$14.7K +$11.3K +47 +336%
77 78
79
80 81