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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
PO
1951
Private Ocean
California
$109K
JFA
1952
JNBA Financial Advisors
Minnesota
$109K -$1.63K -7 -1%
CTWM
1953
Cherry Tree Wealth Management
Minnesota
$109K
PAS
1954
Point72 Asia (Singapore)
Singapore
$108K +$108K +464 New
WTG
1955
West Tower Group
Virginia
$108K +$108K +464 New
PCWA
1956
Pacific Capital Wealth Advisors
California
$105K +$105K +450 New
DPW
1957
DiNuzzo Private Wealth
Pennsylvania
$102K +$102K +438 New
MFA
1958
McClarren Financial Advisors
Pennsylvania
$102K +$699 +3 +0.7%
ITIM
1959
Indiana Trust & Investment Management
Indiana
$101K
KFS
1960
Kelly Financial Services
Massachusetts
$99.3K +$5.36K +23 +6%
KC
1961
Knuff & Co
California
$96.2K
RL
1962
Rogco LP
Oklahoma
$95.3K
AF
1963
Advisornet Financial
Minnesota
$94.4K -$24.5K -105 -21%
BMC
1964
Bear Mountain Capital
Washington
$94.1K +$93.2K +400 New
TC
1965
Trust Company
Kansas
$93K
IRC
1966
Investors Research Corp
Georgia
$91.6K
NCM
1967
Northwest Capital Management
Oregon
$90.6K
ME
1968
McIlrath & Eck
Washington
$90.6K +$26.6K +114 +41%
CP
1969
Castleview Partners
Texas
$88.9K +$42.4K +182 +91%
PPC
1970
Park Place Capital
Alabama
$88.1K -$35.9K -154 -29%
CAL
1971
Capital Analysts LLC
Pennsylvania
$85K -$466 -2 -0.5%
OA
1972
Operose Advisors
Wisconsin
$79.4K
SCM
1973
Silvant Capital Management
Georgia
$79.2K
TCG
1974
Transcendent Capital Group
Oklahoma
$77.6K +$77.6K +333 New
SGC
1975
Slocum, Gordon & Co
Rhode Island
$76.6K

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.