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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.22B +$96.1M +412,434 +1%
BlackRock
2
BlackRock
New York
$7.76B -$24.7M -105,983 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$5.02B +$2.51B +10,761,417 +100%
State Street
4
State Street
Massachusetts
$4.12B -$91.5M -392,631 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.24B +$26.3M +112,991 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.06B -$43M -184,765 -2%
Charles Schwab
7
Charles Schwab
California
$2.01B -$10.2M -43,625 -0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$1.95B -$49.7M -213,341 -2%
Wells Fargo
9
Wells Fargo
California
$1.87B -$17.3M -74,053 -0.9%
Fundsmith LLP
10
Fundsmith LLP
United Kingdom
$1.36B +$68.9M +295,809 +5%
Bank of America
11
Bank of America
North Carolina
$1.33B -$51M -218,915 -4%
Northern Trust
12
Northern Trust
Illinois
$1.32B -$58.1M -249,361 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.28B +$58.1M +249,566 +5%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$872M -$43.6M -186,928 -5%
Capital Research Global Investors
15
Capital Research Global Investors
California
$825M +$151M +649,791 +22%
Ameriprise
16
Ameriprise
Minnesota
$822M -$6.24M -26,792 -0.7%
Amundi
17
Amundi
France
$762M +$3.02M +12,969 +0.4%
Invesco
18
Invesco
Georgia
$743M +$13.8M +59,390 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$741M +$43.9M +188,584 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$647M -$29.8M -127,841 -4%
UBS AM
21
UBS AM
Illinois
$590M -$7.46M -32,037 -1%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$587M -$2.41M -10,335 -0.4%
BCF
23
BLS Capital Fondsmaeglerselskab
Denmark
$566M +$8.38M +35,966 +2%
Goldman Sachs
24
Goldman Sachs
New York
$555M -$66.5M -285,460 -11%
Deutsche Bank
25
Deutsche Bank
Germany
$519M +$94.5M +405,448 +22%

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.