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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
IWP
1976
IAG Wealth Partners
Wisconsin
$76.5K
YAL
1977
Your Advocates Ltd
Texas
$75.7K
OSNBOA
1978
Old Second National Bank of Aurora
Illinois
$75.3K
CPG
1979
Cornerstone Planning Group
New Jersey
$74.5K -$932 -4 -1%
GJIA
1980
Glass Jacobson Investment Advisors
Maryland
$73.8K +$233 +1 +0.3%
FG
1981
Fairman Group
Pennsylvania
$72.7K +$72.7K +312 New
TCM
1982
Tradewinds Capital Management
Washington
$72.5K +$233 +1 +0.3%
FMTCOCP
1983
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K
PCMC
1984
Planning Capital Management Corporation
Pennsylvania
$69.9K +$69.9K +300 New
TFIPS
1985
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.6K +$67.6K +290 New
TCWA
1986
Turtle Creek Wealth Advisors
Texas
$67.1K +$67.1K +288 New
AWM
1987
Atticus Wealth Management
Florida
$66.4K
WPWM
1988
Western Pacific Wealth Management
Illinois
$66.4K -$4.89K -21 -7%
CFS
1989
CGC Financial Services
Oregon
$65K
VWA
1990
Valued Wealth Advisors
Utah
$64.9K +$62.4K +268 New
FPF
1991
First Pacific Financial
Washington
$63.6K +$6.06K +26 +11%
MAM
1992
Magellan Asset Management
Australia
$63.1K
MTIC
1993
Missouri Trust & Investment Company
Missouri
$62.9K
CWM
1994
Compass Wealth Management
Connecticut
$62.2K
PK
1995
Pflug Koory
Nebraska
$62.2K
MSWM
1996
McGlone Suttner Wealth Management
Wisconsin
$62.1K +$62K +266 New
PGAM
1997
Princeton Global Asset Management
New Jersey
$61.3K
W
1998
WealthCollab
Washington
$61K +$61K +262 New
OPTFSNA
1999
Old Point Trust & Financial Services N A
Virginia
$61K +$61K +262 New
CIA
2000
Cape Investment Advisory
Georgia
$58.6K -$699 -3 -1%

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.