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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
GAG
2001
Goodman Advisory Group
Massachusetts
$6.01K
NF
2002
Norwood Financial
Pennsylvania
$6.01K
EAM
2003
Eukles Asset Management
Ohio
$5.53K
BCPWM
2004
Bradley & Co Private Wealth Management
Florida
$5.29K
MFT
2005
Moisand Fitzgerald Tamayo
Florida
$5.05K
WWM
2006
Wolff Wiese Magana
California
$4.33K
BWAM
2007
Boyd Watterson Asset Management
Ohio
$3.61K
TCA
2008
Trifecta Capital Advisors
Illinois
$3.61K
LIM
2009
Longfellow Investment Management
Massachusetts
$3.37K -$206K -844 -98%
BBPWM
2010
Blue Bell Private Wealth Management
Pennsylvania
$3.37K +$1.95K +8 +133%
ECM
2011
Everence Capital Management
Indiana
$3.21K -$105K -430 -3%
MCM
2012
Magnolia Capital Management
New York
$3K
WAS
2013
Winch Advisory Services
Wisconsin
$3K
KIG
2014
Kessler Investment Group
Indiana
$2.65K
IHWM
2015
Iron Horse Wealth Management
Iowa
$1.93K
AWA
2016
Authentikos Wealth Advisory
California
$1.93K +$1.95K +8 New
FWM
2017
Focused Wealth Management
New York
$1.76K
TWD
2018
True Wealth Design
Ohio
$1.69K
PWMG
2019
Provence Wealth Management Group
California
$1.44K -$284K -1,166 -99%
PA
2020
PSI Advisors
Florida
$1.44K
CAM
2021
Costello Asset Management
Pennsylvania
$722
RA
2022
Rise Advisors
New York
$652 -$15.6K -64 -96%
DF
2023
DecisionPoint Financial
Arizona
$482
Holocene Advisors
2024
Holocene Advisors
New York
-$180M -818,448 Closed
CAM
2025
Close Asset Management
United Kingdom
-$68.6M -312,340 Closed

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.