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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
VF
2076
VitalStone Financial
Texas
$14K
PCA
2077
Providence Capital Advisors
North Carolina
$14K -$34.2K -147 -71%
VAG
2078
VisionPoint Advisory Group
Texas
$13.1K -$41.9K -180 -76%
GWMI
2079
Guardian Wealth Management (Illinois)
Illinois
$12.5K +$12.6K +54 New
DCP
2080
Distillate Capital Partners
Illinois
$11.4K
OLVIG
2081
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K
WSC
2082
Wellington Shields & Co
New York
$9.09K -$23.3K -100 -72%
SR
2083
Syntax Research
Florida
$9.09K
HWP
2084
Highline Wealth Partners
California
$8.62K
SSG
2085
Summit Securities Group
New York
$8K -$3.03K -13 -28%
KFP
2086
Keener Financial Planning
Texas
$8K +$7.69K +33 New
LIWM
2087
Long Island Wealth Management
New York
$8K +$7.69K +33 New
JFG
2088
JDM Financial Group
Texas
$6.99K
RFG
2089
REAP Financial Group
Texas
$6.82K +$6.76K +29 New
DF
2090
Dunhill Financial
United Kingdom
$6.82K +$6.76K +29 New
TAM
2091
Tucker Asset Management
Colorado
$6.76K -$4.19K -18 -38%
SCA
2092
Stuart Chaussee & Associates
California
$6.52K
AWM
2093
Able Wealth Management
New Jersey
$6.06K +$6.06K +26 New
AT
2094
Arlington Trust
Alabama
$6.06K +$6.06K +26 New
GAG
2095
Goodman Advisory Group
Massachusetts
$5.82K
NF
2096
Norwood Financial
Pennsylvania
$5.82K
EAM
2097
Eukles Asset Management
Ohio
$5.36K
BCPWM
2098
Bradley & Co Private Wealth Management
Florida
$5.13K
FRA
2099
Frank Rimerman Advisors
California
$4.89K +$4.89K +21 New
ACA
2100
American Capital Advisory
Idaho
$4.66K +$4.66K +20 New

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.