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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
RCM
2026
Raleigh Capital Management
North Carolina
$40K -$466 -2 -1%
CTA
2027
Colonial Trust Advisors
South Carolina
$38.9K -$19.6K -84 -33%
CWM
2028
Cedar Wealth Management
California
$38.9K
PA
2029
Pineridge Advisors
Missouri
$38.9K +$38.9K +167 New
WIM
2030
Westside Investment Management
California
$38.4K
FFO
2031
Fortitude Family Office
Arizona
$34.9K +$34.9K +150 New
CWM
2032
CarsonAllaria Wealth Management
Illinois
$34.8K
NC
2033
NewSquare Capital
Pennsylvania
$34K -$524K -2,250 -94%
PFA
2034
Pathway Financial Advisers
Indiana
$33.5K +$233 +1 +0.7%
TWP
2035
TFO Wealth Partners
Ohio
$32.4K -$699 -3 -2%
CAS
2036
Coppell Advisory Solutions
Texas
$32.4K +$233 +1 +0.7%
SIS
2037
Strategic Investment Solutions
Illinois
$32.4K +$32.4K +139 New
GKIM
2038
GW&K Investment Management
Massachusetts
$32K -$1.4K -6 -4%
DFA
2039
DHJJ Financial Advisors
Illinois
$31.7K -$1.4K -6 -4%
IFS
2040
Intelligent Financial Strategies
Minnesota
$31.6K -$66.2K -284 -68%
RF
2041
Robinswood Financial
Washington
$30.5K
LF
2042
Lee Financial
Texas
$29.8K +$4.43K +19 +18%
ECM
2043
Estabrook Capital Management
New York
$29.1K
CA
2044
Centerpoint Advisors
Massachusetts
$29K -$8.85K -38 -23%
SOW
2045
State of Wyoming
Wyoming
$28.4K -$31.2K -134 -52%
AP
2046
Aspect Partners
Virginia
$28.4K +$28.4K +122 New
FMP
2047
Financial Management Professionals
Texas
$28K -$8.62K -37 -23%
IFAM
2048
Institutional & Family Asset Management
Colorado
$27.5K -$13.7K -59 -33%
CPG
2049
Custom Portfolio Group
Colorado
$26K +$25.9K +111 New
SC
2050
Stephens Consulting
Michigan
$25.5K +$233 +1 +0.9%

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.