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Automatic Data Processing
ADP

2,056 hedge funds and large institutions have $81.6B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 653 increasing their positions, 825 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 79

9% more capital invested

Capital invested by funds: $75.2B → $81.6B (+$6.42B)

5% more funds holding

Funds holding: 1,967 → 2,056 (+89)

0.52% more ownership

Funds ownership: 80.44% → 80.96% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 113 → 97 (-16)

21% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 825

34% less call options, than puts

Call options by funds: $522M | Put options by funds: $795M

Holders
2,056
Holders Change
+89
Holders Change %
+4.52%
% of All Funds
33.05%
Holding in Top 10
97
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.16%
% of All Funds
1.56%
New
207
Increased
653
Reduced
825
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$341M
2
BlackRock
BlackRock
New York
+$330M
3
Amundi
Amundi
France
+$210M
4
Charles Schwab
Charles Schwab
California
+$202M
5
Morgan Stanley
Morgan Stanley
New York
+$195M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$257M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$246M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$208M
5
Bank of America
Bank of America
North Carolina
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2026
Stuart Chaussee & Associates
California
$6.69K – – –
TCM
2027
TD Capital Management
Tennessee
$6.45K +$6.63K +27 New
WAM
2028
Worth Asset Management
Texas
$6.21K – – –
GAG
2029
Goodman Advisory Group
Massachusetts
$6K – – –
NF
2030
Norwood Financial
Pennsylvania
$5.97K – – –
CA
2031
Corrado Advisors
New Jersey
$5.49K +$5.65K +23 New
BCPWM
2032
Bradley & Co Private Wealth Management
Florida
$5.25K – – –
EAM
2033
Eukles Asset Management
Ohio
$5K – – –
WWM
2034
Wolff Wiese Magana
California
$4.54K – – –
WWP
2035
WR Wealth Planners
Missouri
$4.54K – – –
CCM
2036
Cribstone Capital Management
Maine
$4.3K – – –
BWAM
2037
Boyd Watterson Asset Management
Ohio
$3.58K +$3.68K +15 New
TCA
2038
Trifecta Capital Advisors
Illinois
$3.58K +$3.68K +15 New
ECM
2039
Everence Capital Management
Indiana
$3.5K -$987K -4,020 -22%
LIM
2040
Longfellow Investment Management
Massachusetts
$3.34K – – –
WAS
2041
Winch Advisory Services
Wisconsin
$3K – – –
MCM
2042
Magnolia Capital Management
New York
$3K +$3.19K +13 New
IAA
2043
Independent Advisor Alliance
North Carolina
$2.83K -$68.3K -278 -2%
TAM
2044
Tucker Asset Management
Colorado
$1.93K – – –
TCOT
2045
Trust Company of Toledo
Ohio
$1.81K +$43K +175 +2%
FWM
2046
Focused Wealth Management
New York
$1.72K – – –
TWD
2047
True Wealth Design
Ohio
$1.67K +$1.72K +7 New
BBPWM
2048
Blue Bell Private Wealth Management
Pennsylvania
$1.43K – – –
PA
2049
PSI Advisors
Florida
$1.43K – – –
BWA
2050
BDO Wealth Advisors
Florida
$1.19K – – –
80 81
82
83 84

ADP Hedge Fund Activity: Q4 2022 in Review

2,056 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2022, worth a combined $81.6B — up 8.5% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new ADP positions and 79 closed out — a net gain of 128 holders — while 653 added to existing stakes and 825 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Citadel Advisors, cutting an estimated $257M.

  • 2,056 institutional investors held Automatic Data Processing (ADP) as of Q4 2022, up from 1,967 in Q3 2022.
  • Funds reported $81.6B of Automatic Data Processing stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 207 funds opened new Automatic Data Processing positions in Q4 2022 and 79 closed out, a net change of +128 holders.
  • The largest Automatic Data Processing buyer in Q4 2022 was JP Morgan Chase, an estimated $341M added.
  • The largest Automatic Data Processing seller in Q4 2022 was Citadel Advisors, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2022.