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Automatic Data Processing
ADP

2,161 hedge funds and large institutions have $81.8B invested in Automatic Data Processing in 2024 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 793 increasing their positions, 829 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 95

21% more call options, than puts

Call options by funds: $609M | Put options by funds: $504M

13% more funds holding in top 10

Funds holding in top 10: 70 → 79 (+9)

2% more funds holding

Funds holding: 2,122 → 2,161 (+39)

3% more capital invested

Capital invested by funds: $79.3B → $81.8B (+$2.53B)

4% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 829

2.89% less ownership

Funds ownership: 82.72% → 79.83% (-2.9%)

Holders
2,161
Holders Change
+39
Holders Change %
+1.84%
% of All Funds
31.12%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.14%
New
160
Increased
793
Reduced
829
Closed
95
Calls
$609M
Puts
$504M
Net Calls
+$105M
Net Calls Change
+$120M

Top Buyers

Rank Fund Capital Flow
1
BI
BlueSpruce Investments
Illinois
+$358M
2
Citadel Advisors
Citadel Advisors
Florida
+$280M
3
Millennium Management
Millennium Management
New York
+$222M
4
Bank of America
Bank of America
North Carolina
+$186M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$153M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.45B
2
Charles Schwab
Charles Schwab
California
-$1.57B
3
PIF
Public Investment Fund
Saudi Arabia
-$345M
4
Goldman Sachs
Goldman Sachs
New York
-$169M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
2201
John W. Bristol & Co
New York
– -$347K -1,491 Closed
SLWA
2202
San Luis Wealth Advisors
California
– -$346K -1,485 Closed
BOSSRA
2203
B.O.S.S. Retirement Advisors
Utah
– -$331K -1,419 Closed
TWA
2204
Trellis Wealth Advisors
California
– -$307K -1,317 Closed
CWP
2205
Curated Wealth Partners
California
– -$309K -1,265 Closed
LWM
2206
Laidlaw Wealth Management
New York
– -$283K -1,214 Closed
MWA
2207
Martel Wealth Advisors
Washington
– -$280K -1,200 Closed
NPT
2208
National Philanthropic Trust
Pennsylvania
– -$273K -1,170 Closed
SIG
2209
Stonegate Investment Group
Alabama
– -$271K -1,162 Closed
BC
2210
Bridgefront Capital
Texas
– -$262K -1,126 Closed
I
2211
IMPACTfolio
Colorado
– -$258K -1,108 Closed
RAG
2212
RIA Advisory Group
Iowa
– -$252K -1,080 Closed
AWM
2213
Avaii Wealth Management
Wisconsin
– -$246K -1,054 Closed
MAG
2214
MRA Advisory Group
New Jersey
– -$244K -1,048 Closed
RIA
2215
Realta Investment Advisors
Delaware
– -$238K -1,022 Closed
WP
2216
WealthPLAN Partners
Nebraska
– -$234K -1,006 Closed
SP
2217
Systematic Portfolios
New York
– -$234K -1,004 Closed
CLOS
2218
Compagnie Lombard Odier SCmA
Switzerland
– -$233K -1,000 Closed
ACI
2219
Alpha Cubed Investments
California
– -$230K -987 Closed
RP
2220
Riverbridge Partners
Minnesota
– -$227K -974 Closed
FTIS
2221
First Trust Investment Solutions
Florida
– -$223K -957 Closed
SFP
2222
Sterling Financial Planning
New Jersey
– -$221K -950 Closed
WA
2223
WESPAC Advisors
California
– -$221K -948 Closed
CF
2224
Copperwynd Financial
Arizona
– -$209K -896 Closed
TSW
2225
Thompson Siegel & Walmsley
Virginia
– -$170K -729 Closed
87 88
89
90 91

ADP Hedge Fund Activity: Q1 2024 in Review

2,161 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2024, worth a combined $81.8B — up 3.2% from $79.3B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new ADP positions and 95 closed out — a net gain of 65 holders — while 793 added to existing stakes and 829 trimmed.

The largest buyer was BlueSpruce Investments, opening a new position worth an estimated $358M. The largest seller was Morgan Stanley, cutting an estimated $2.45B.

  • 2,161 institutional investors held Automatic Data Processing (ADP) as of Q1 2024, up from 2,122 in Q4 2023.
  • Funds reported $81.8B of Automatic Data Processing stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 160 funds opened new Automatic Data Processing positions in Q1 2024 and 95 closed out, a net change of +65 holders.
  • The largest Automatic Data Processing buyer in Q1 2024 was BlueSpruce Investments, an estimated $358M added.
  • The largest Automatic Data Processing seller in Q1 2024 was Morgan Stanley, an estimated $2.45B sold.

Based on aggregated 13F filings for Q1 2024.