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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
DWA
2101
Delos Wealth Advisors
Texas
$4.19K -$24.7K -106 -85%
WWM
2102
Wolff Wiese Magana
California
$4.19K
BWAM
2103
Boyd Watterson Asset Management
Ohio
$3.5K
TCA
2104
Trifecta Capital Advisors
Illinois
$3.5K
BBPWM
2105
Blue Bell Private Wealth Management
Pennsylvania
$3.26K
WAS
2106
Winch Advisory Services
Wisconsin
$2.64K
CTB
2107
Country Trust Bank
Illinois
$2.1K -$34.9K -150 -94%
VNIM
2108
Vaughan Nelson Investment Management
Texas
$2K +$2.1K +9 New
IHWM
2109
Iron Horse Wealth Management
Iowa
$1.86K
EC
2110
EdgeRock Capital
Colorado
$1.74K +$1.63K +7 New
FWM
2111
Focused Wealth Management
New York
$1.71K
TWD
2112
True Wealth Design
Ohio
$1.63K
PA
2113
PSI Advisors
Florida
$1.4K
AIMA
2114
Ables Iannone Moore & Associates
Georgia
$1.4K +$1.4K +6 New
RS
2115
Rakuten Securities
Japan
$1.4K +$1.4K +6 New
FFA
2116
Frazier Financial Advisors
Ohio
$1.17K +$1.17K +5 New
CAM
2117
ClariVest Asset Management
California
$930 -$7.92K -34 -89%
CAM
2118
Costello Asset Management
Pennsylvania
$699
RA
2119
Rise Advisors
New York
$635
CJ
2120
Caitlin John
Michigan
$471 +$466 +2 New
FP
2121
Financial Perspectives
Minnesota
$233 +$233 +1 New
LFA
2122
Level Financial Advisors
New York
$92 -$9.79K -42 Closed
GC
2123
Gillson Capital
Illinois
-$29.9M -124,336 Closed
LP
2124
LMR Partners
United Kingdom
-$21.1M -90,740 Closed
OCM
2125
Oribel Capital Management
New York
-$19.7M -84,600 Closed

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.