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Automatic Data Processing
ADP

Overview Fund Activity

1,972 hedge funds and large institutions have $72.6B invested in Automatic Data Processing in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 681 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
+15
Holders Change %
+0.77%
% of All Funds
31.1%
Holding in Top 10
74
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.76%
% of All Funds
1.17%
New
126
Increased
681
Reduced
782
Closed
97
Calls
$391M
Puts
$413M
Net Calls
-$21.9M
Net Calls Change
+$15.5M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$375M
2
Holocene Advisors
Holocene Advisors
New York
+$180M
3
Truist Financial
Truist Financial
North Carolina
+$161M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$145M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$111M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$645M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$358M
3
Amundi
Amundi
France
-$193M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$114M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$3.92M +$3.13M +14,250 +399%
SLG
602
Stanley-Laman Group
Pennsylvania
$3.91M -$62.6K -285 -2%
SWM
603
Spire Wealth Management
Virginia
$3.89M +$3.22M +14,661 +479%
SLA
604
Silver Lake Advisory
Utah
$3.89M -$27.3K -124 -0.7%
CICI
605
Capital Investment Counsel Inc
North Carolina
$3.88M +$52.3K +238 +1%
ISL
606
Ingalls & Snyder LLC
New York
$3.88M +$14.9K +68 +0.4%
ACM
607
Advisors Capital Management
New Jersey
$3.87M -$311K -1,415 -7%
LIM
608
Leavell Investment Management
Alabama
$3.84M – – –
SC
609
SouthState Corp
Florida
$3.83M -$171K -777 -4%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$3.83M -$133K -607 -3%
OBGC
611
O'Brien Greene & Co
Pennsylvania
$3.83M -$25.3K -115 -0.7%
BIM
612
Bridges Investment Management
Nebraska
$3.82M -$96.3K -438 -2%
MWM
613
Mattern Wealth Management
Kansas
$3.8M +$243K +1,105 +7%
RC
614
Roundview Capital
New Jersey
$3.78M +$649K +2,954 +21%
NIC
615
Northwest Investment Counselors
Oregon
$3.77M -$27.7K -126 -0.7%
PMIA
616
Patrick Mauro Investment Advisor
Illinois
$3.77M +$5.5K +25 +0.1%
GL
617
GHE LLC
Tennessee
$3.73M +$25.9K +118 +0.7%
Carson Wealth (CWM LLC)
618
Carson Wealth (CWM LLC)
Nebraska
$3.66M +$438K +1,993 +14%
GT
619
Glenview Trust
Kentucky
$3.64M +$179K +813 +5%
AAS
620
Avantax Advisory Services
Texas
$3.61M +$843K +3,834 +30%
BWP
621
Baldwin Wealth Partners
Massachusetts
$3.61M – – –
RWM
622
Ritholtz Wealth Management
New York
$3.6M +$2.19M +9,962 +155%
HHAA
623
Henry H. Armstrong Associates
Pennsylvania
$3.6M -$203K -922 -5%
LJHT
624
Laurie J. Hall Trustee
$3.59M +$16.5K +75 +0.5%
BFG
625
Bleakley Financial Group
New Jersey
$3.56M -$1.1K -5 -0%
23 24
25
26 27