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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
CWP
2076
Capital Wealth Planning
Florida
-$310K -1,411 Closed
HWA
2077
Heartwood Wealth Advisors
Virginia
-$299K -1,359 Closed
I
2078
InceptionR
California
-$293K -1,333 Closed
CAS
2079
CTC Alternative Strategies
Illinois
-$286K -1,300 Closed
MM
2080
MQS Management
New York
-$263K -1,195 Closed
GA
2081
GraniteShares Advisors
New York
-$251K -1,141 Closed
AWP
2082
Abacus Wealth Partners
California
-$246K -1,121 Closed
RPCONE
2083
Retirement Planning Company of New England
Rhode Island
-$230K -1,046 Closed
MFS
2084
Mirabella Financial Services
United Kingdom
-$228K -1,038 Closed
DCM
2085
Deuterium Capital Management
Florida
-$224K -1,017 Closed
NPF
2086
Norris Perne & French
Michigan
-$217K -989 Closed
JSAM
2087
J. Safra Asset Management
New York
-$214K -972 Closed
VWA
2088
V Wealth Advisors
Kansas
-$206K -939 Closed
AP
2089
Arlington Partners
Alabama
-$192K -873 Closed
PIAS
2090
PCA Investment Advisory Services
Ohio
-$175K -798 Closed
FBC
2091
Fairfield, Bush & Co
Connecticut
-$166K -755 Closed
CFO
2092
CVA Family Office
Colorado
-$159K -723 Closed
ODG
2093
O'Dell Group
Ohio
-$156K -712 Closed
OPTFSNA
2094
Old Point Trust & Financial Services N A
Virginia
-$57.6K -262 Closed
VC
2095
Vestor Capital
Illinois
-$50K -229 Closed
DI
2096
Disciplined Investments
Oklahoma
-$41.1K -187 Closed
SIS
2097
Strategic Investment Solutions
Illinois
-$29.4K -139 Closed
FIA
2098
FNY Investment Advisers
New York
-$21K -100 Closed
FAM
2099
Fred Alger Management
New York
-$18.2K -83 Closed
WTG
2100
West Tower Group
Virginia
-$17.1K -78 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.