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Automatic Data Processing

1,983 hedge funds and large institutions have $72.7B invested in Automatic Data Processing in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 683 increasing their positions, 787 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 97

1% more funds holding

Funds holding: 1,9671,983 (+16)

0.3% more ownership

Funds ownership: 79.92%80.22% (+0.3%)

1% less capital invested

Capital invested by funds: $73.6B → $72.7B (-$884M)

5% less call options, than puts

Call options by funds: $391M | Put options by funds: $413M

10% less funds holding in top 10

Funds holding in top 10: 8375 (-8)

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 787

Holders
1,983
Holders Change
+16
Holders Change %
+0.81%
% of All Funds
31.13%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.18%
New
127
Increased
683
Reduced
787
Closed
97
Calls
$391M
Puts
$413M
Net Calls
-$21.9M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2001
Chiron Investment Management
New York
-$2.05M -9,222 Closed
MCM
2002
Maytus Capital Management
New York
-$2M -9,000 Closed
RCM
2003
Radnor Capital Management
Pennsylvania
-$1.99M -8,941 Closed
ZIC
2004
ZWJ Investment Counsel
Georgia
-$1.88M -8,466 Closed
BCM
2005
Bowie Capital Management
Texas
-$1.78M -8,000 Closed
HA
2006
Harfst & Associates
Wyoming
-$1.73M -7,788 Closed
DFG
2007
Delta Financial Group
New Jersey
-$1.73M -7,762 Closed
CP
2008
Cumberland Partners
Ontario, Canada
-$1.69M -7,570 Closed
BA
2009
Bellwether Advisors
Nebraska
-$1.67M -7,514 Closed
AIM
2010
Aigen Investment Management
New York
-$1.54M -6,897 Closed
AIA
2011
Armor Investment Advisors
North Carolina
-$1.22M -5,484 Closed
CP
2012
CenterBook Partners
Connecticut
-$1.2M -5,403 Closed
LOAMS
2013
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.2M -5,381 Closed
UAS
2014
United Asset Strategies
New York
-$1.15M -5,144 Closed
SFS
2015
Sowell Financial Services
Arkansas
-$1.11M -4,968 Closed
MIA
2016
Milestone Investment Advisors
Wisconsin
-$837K -3,761 Closed
IA
2017
IFG Advisory
Georgia
-$823K -3,697 Closed
KW
2018
KWB Wealth
California
-$836K -3,501 Closed
GCMG
2019
Gyroscope Capital Management Group
Florida
-$655K -2,943 Closed
CWG
2020
C WorldWide Group
Denmark
-$630K -2,829 Closed
Fiera Capital (Canada)
2021
Fiera Capital (Canada)
Quebec, Canada
-$583K -2,617 Closed
DA
2022
Duality Advisers
Florida
-$519K -2,329 Closed
MFG
2023
Magnus Financial Group
New York
-$478K -2,146 Closed
PC
2024
Permanens Capital
New York
-$445K -2,000 Closed
LOAMU
2025
Lombard Odier Asset Management (USA)
New York
-$423K -1,900 Closed

ADP Hedge Fund Activity: Q2 2023 in Review

1,983 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q2 2023, worth a combined $72.7B — down 1.2% from $73.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ADP positions and 97 closed out — a net gain of 30 holders — while 683 added to existing stakes and 787 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $368M. The largest seller was Bank of America, cutting an estimated $632M.

  • 1,983 institutional investors held Automatic Data Processing (ADP) as of Q2 2023, up from 1,967 in Q1 2023.
  • Funds reported $72.7B of Automatic Data Processing stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 127 funds opened new Automatic Data Processing positions in Q2 2023 and 97 closed out, a net change of +30 holders.
  • The largest Automatic Data Processing buyer in Q2 2023 was Veritas Asset Management, an estimated $368M added.
  • The largest Automatic Data Processing seller in Q2 2023 was Bank of America, an estimated $632M sold.

Based on aggregated 13F filings for Q2 2023.