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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 %
PAG
1976
Paladin Advisory Group
Iowa
$13.5K – – –
VF
1977
VitalStone Financial
Texas
$13K – – –
TFGT
1978
TS Financial Group (TSFG)
Illinois
$13K – – –
OLVIG
1979
Oliver Lagore Vanvalin Investment Group
Michigan
$11.8K – – –
DCP
1980
Distillate Capital Partners
Illinois
$11.8K +$11.8K +49 New
TAM
1981
Tucker Asset Management
Colorado
$11.3K – – –
SSG
1982
Summit Securities Group
New York
$11K -$22.2K -93 -67%
LFA
1983
Level Financial Advisors
New York
$10.2K – – –
TJHA
1984
Thomas J. Herzfeld Advisors
Florida
$10.1K – – –
SR
1985
Syntax Research
Florida
$9.38K +$9.38K +39 New
CAM
1986
ClariVest Asset Management
California
$9K +$947 +4 +12%
HWP
1987
Highline Wealth Partners
California
$8.9K – – –
JFG
1988
JDM Financial Group
Texas
$7.22K – – –
SCA
1989
Stuart Chaussee & Associates
California
$6.74K – – –
FAM
1990
Flaharty Asset Management
Florida
$6.5K +$6.5K +27 New
GAG
1991
Goodman Advisory Group
Massachusetts
$6.02K – – –
NF
1992
Norwood Financial
Pennsylvania
$6.01K – – –
EAM
1993
Eukles Asset Management
Ohio
$5.53K – – –
BCPWM
1994
Bradley & Co Private Wealth Management
Florida
$5.29K – – –
MFT
1995
Moisand Fitzgerald Tamayo
Florida
$5.05K – – –
WWM
1996
Wolff Wiese Magana
California
$4.33K – – –
BWAM
1997
Boyd Watterson Asset Management
Ohio
$3.61K – – –
TCA
1998
Trifecta Capital Advisors
Illinois
$3.61K – – –
LIM
1999
Longfellow Investment Management
Massachusetts
$3.37K -$203K -844 -98%
BBPWM
2000
Blue Bell Private Wealth Management
Pennsylvania
$3.37K +$1.93K +8 +133%
78 79
80
81 82