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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
FSWA
1976
Financial Synergies Wealth Advisors
Texas
$20.7K
PP
1977
PFS Partners
New Jersey
$20.7K
SC
1978
Steph & Co
Wisconsin
$19.2K +$19.5K +80 New
BCMLT
1979
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K
BG
1980
Bollard Group
Massachusetts
$18K
LFA
1981
Legend Financial Advisors
Pennsylvania
$17.8K
LFASL
1982
Lugano Financial Advisors SA (LFA)
Switzerland
$16.1K
AWM
1983
Abound Wealth Management
Tennessee
$15.9K +$244 +1 +2%
FGAM
1984
Financial Gravity Asset Management
Texas
$15.3K -$36.6K -150 -68%
HF
1985
Halpern Financial
Virginia
$14.7K +$11.5K +47 +336%
PAG
1986
Paladin Advisory Group
Iowa
$13.5K
TFGT
1987
TS Financial Group (TSFG)
Illinois
$13K
VF
1988
VitalStone Financial
Texas
$13K
OLVIG
1989
Oliver Lagore Vanvalin Investment Group
Michigan
$11.8K
DCP
1990
Distillate Capital Partners
Illinois
$11.8K +$11.9K +49 New
TAM
1991
Tucker Asset Management
Colorado
$11.3K
SSG
1992
Summit Securities Group
New York
$11K -$22.7K -93 -67%
LFA
1993
Level Financial Advisors
New York
$10.2K
TJHA
1994
Thomas J. Herzfeld Advisors
Florida
$10.1K
SR
1995
Syntax Research
Florida
$9.38K +$9.51K +39 New
CAM
1996
ClariVest Asset Management
California
$9K +$975 +4 +12%
HWP
1997
Highline Wealth Partners
California
$8.9K
JFG
1998
JDM Financial Group
Texas
$7.22K
SCA
1999
Stuart Chaussee & Associates
California
$6.74K
FAM
2000
Flaharty Asset Management
Florida
$6.5K +$6.58K +27 New

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.