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Automatic Data Processing
ADP

Overview Fund Activity

2,048 hedge funds and large institutions have $81.5B invested in Automatic Data Processing in 2022 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 651 increasing their positions, 820 reducing their positions, and 79 closing their positions.

Holders
2,048
Holders Change
+89
Holders Change %
+4.54%
% of All Funds
33.05%
Holding in Top 10
96
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.29%
% of All Funds
1.55%
New
207
Increased
651
Reduced
820
Closed
79
Calls
$522M
Puts
$795M
Net Calls
-$273M
Net Calls Change
-$120M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.54B
2
BlackRock
2
BlackRock
New York
$8.41B
3
Amundi
3
Amundi
France
$733M
4
Charles Schwab
4
Charles Schwab
California
$2.05B
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.24M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$674M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.38B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$130M
5
Bank of America
5
Bank of America
North Carolina
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
2026
Wolff Wiese Magana
California
$4.54K 19 – –
WWP
2027
WR Wealth Planners
Missouri
$4.54K 19 – –
CCM
2028
Cribstone Capital Management
Maine
$4.3K 18 – –
BWAM
2029
Boyd Watterson Asset Management
Ohio
$3.58K 15 +15 New
TCA
2030
Trifecta Capital Advisors
Illinois
$3.58K 15 +15 New
ECM
2031
Everence Capital Management
Indiana
$3.5K 14,650 -4,020 -22%
LIM
2032
Longfellow Investment Management
Massachusetts
$3.34K 14 – –
WAS
2033
Winch Advisory Services
Wisconsin
$3K 11 – –
MCM
2034
Magnolia Capital Management
New York
$3K 13 +13 New
IAA
2035
Independent Advisor Alliance
North Carolina
$2.83K 11,827 -278 -2%
TAM
2036
Tucker Asset Management
Colorado
$1.93K 8 – –
TCOT
2037
Trust Company of Toledo
Ohio
$1.82K 7,599 +175 +2%
FWM
2038
Focused Wealth Management
New York
$1.72K 7 – –
TWD
2039
True Wealth Design
Ohio
$1.67K 7 +7 New
BBPWM
2040
Blue Bell Private Wealth Management
Pennsylvania
$1.43K 6 – –
PA
2041
PSI Advisors
Florida
$1.43K 6 – –
BWA
2042
BDO Wealth Advisors
Florida
$1.19K 5 – –
CAM
2043
Costello Asset Management
Pennsylvania
$717 3 – –
WA
2044
WestEnd Advisors
North Carolina
$717 3 – –
DF
2045
DecisionPoint Financial
Arizona
$478 2 +2 New
TWP
2046
TFO Wealth Partners
Ohio
$306 4 +4 New
CMP
2047
Coston McIsaac & Partners
Maine
$54 229 – –
WIM
2048
Westside Investment Management
California
$39 165 – –
Voloridge Investment Management
2049
Voloridge Investment Management
Florida
– – -162,247 Closed
Balyasny Asset Management
2050
Balyasny Asset Management
Illinois
– – -124,474 Closed
80 81
82
83 84