We are live on ! Find out more
ADP icon

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
KCM
2201
Kornitzer Capital Management
Kansas
-$210K -872 Closed
EAM
2202
Evanson Asset Management
California
-$205K -851 Closed
SHJ
2203
Sharkey, Howes & Javer
Colorado
-$205K -851 Closed
BLAM
2204
Bourne Lent Asset Management
New York
-$204K -850 Closed
EIA
2205
Eldridge Investment Advisors
New Hampshire
-$204K -848 Closed
BI
2206
Berkeley Inc
Idaho
-$203K -845 Closed
NEPPG
2207
New England Professional Planning Group
Rhode Island
-$200K -833 Closed
SCA
2208
Stonebridge Capital Advisors
Minnesota
-$175K -728 Closed
HT
2209
Headlands Technologies
Illinois
-$157K -651 Closed
RFA
2210
Register Financial Advisors
Georgia
-$135K -563 Closed
RTC
2211
Riverview Trust Company
Washington
-$130K -541 Closed
RW
2212
RVW Wealth
California
-$98.2K -408 Closed
BFP
2213
Briaud Financial Planning
Texas
-$96K -400 Closed
FC
2214
Family CFO
California
-$96.2K -400 Closed
CCA
2215
Catalyst Capital Advisors
New York
-$73.6K -306 Closed
NFSG
2216
Newbridge Financial Services Group
Florida
-$73.2K -304 Closed
ICM
2217
Intrepid Capital Management
Florida
-$65.4K -272 Closed
WWP
2218
WR Wealth Planners
Missouri
-$60.6K -252 Closed
CCP
2219
Carmel Capital Partners
California
-$54.9K -228 Closed
SC
2220
Steph & Co
Wisconsin
-$19.2K -80 Closed
PAG
2221
Paladin Advisory Group
Iowa
-$13.5K -56 Closed
TFGT
2222
TS Financial Group (TSFG)
Illinois
-$13K -52 Closed
TJHA
2223
Thomas J. Herzfeld Advisors
Florida
-$10.1K -42 Closed
FAM
2224
Flaharty Asset Management
Florida
-$6.5K -27 Closed
MFT
2225
Moisand Fitzgerald Tamayo
Florida
-$5.05K -21 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.