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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
DWM
2051
Dogwood Wealth Management
Kansas
$25.5K +$25.4K +109 New
SFA
2052
Semmax Financial Advisors
North Carolina
$25K
GA
2053
GoalVest Advisory
New York
$24.7K -$699 -3 -3%
TCCM
2054
Timber Creek Capital Management
Massachusetts
$23.3K -$23.3K -100 -50%
BC
2055
Barrett & Company
Rhode Island
$23.3K
MBFW
2056
Morton Brown Family Wealth
Pennsylvania
$23.3K +$23.3K +100 New
OIAM
2057
OFI Invest Asset Management
France
$23K -$233 -1 -0.9%
POIA
2058
Pin Oak Investment Advisors
Texas
$22K
GWSA
2059
Global Wealth Strategies & Associates
Colorado
$21.7K
BCMLT
2060
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K
NFA
2061
Northwest Financial Advisors
Virginia
$20.9K +$21K +90 New
NOI
2062
Newton One Investments
Delaware
$20.7K -$4.19K -18 -17%
PP
2063
PFS Partners
New Jersey
$20.1K
FSWA
2064
Financial Synergies Wealth Advisors
Texas
$20.1K -$466 -2 -2%
HCP
2065
Hexagon Capital Partners
Arkansas
$20K -$6.06K -26 -23%
CIR
2066
Clear Investment Research
Georgia
$19.1K +$19.1K +82 New
BG
2067
Bollard Group
Massachusetts
$18K
LA
2068
LM Advisors
California
$17.9K +$17.9K +77 New
LFA
2069
Legend Financial Advisors
Pennsylvania
$17.2K
AWM
2070
Abound Wealth Management
Tennessee
$16.2K +$932 +4 +6%
FGAM
2071
Financial Gravity Asset Management
Texas
$15.8K +$233 +1 +1%
LFASL
2072
Lugano Financial Advisors SA (LFA)
Switzerland
$15.6K
UOTTAIMCU
2073
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.4K +$15.4K +66 New
SA
2074
Scarborough Advisors
Maryland
$14.7K +$14.7K +63 New
HF
2075
Halpern Financial
Virginia
$14.2K

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.