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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 %
WOC
626
West Oak Capital
California
$3.53M -$138K -627 -4%
FCH
627
Freestone Capital Holdings
Washington
$3.52M -$15.8K -72 -0.4%
ASN
628
Advisory Services Network
Georgia
$3.51M -$587K -2,669 -14%
FAB
629
First American Bank
Illinois
$3.51M +$32.5K +148 +0.9%
NG
630
Northstar Group
New York
$3.51M +$16.3K +74 +0.5%
IWC
631
Integrated Wealth Concepts
Massachusetts
$3.5M +$36K +164 +1%
HT
632
Headlands Technologies
Illinois
$3.47M -$4.03M -18,321 -54%
KJHP
633
K.J. Harrison & Partners
Ontario, Canada
$3.46M – – –
JWM
634
Jackson Wealth Management
Florida
$3.45M +$3.45M +15,714 New
MFG
635
Monte Financial Group
Connecticut
$3.45M +$3.11M +14,128 +897%
DDC
636
DF Dent & Co
Maryland
$3.43M -$1.1K -5 -0%
LWANC
637
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.42M -$64.8K -295 -2%
SSB
638
Sandy Spring Bank
Maryland
$3.41M -$265K -1,204 -7%
HCA
639
Horan Capital Advisors
Ohio
$3.39M +$13K +59 +0.4%
MCM
640
Mengis Capital Management
Oregon
$3.39M – – –
VAS
641
Vestmark Advisory Solutions
Massachusetts
$3.38M +$305K +1,388 +10%
CYG
642
Clean Yield Group
Vermont
$3.37M -$156K -712 -4%
DFA
643
Delta Financial Advisors
Louisiana
$3.33M -$42K -191 -1%
HFM
644
Hartford Financial Management
Connecticut
$3.33M +$664K +3,019 +25%
AWM
645
Avior Wealth Management
Nebraska
$3.33M +$454K +2,064 +16%
AI
646
AXS Investments
New York
$3.32M -$85.9K -391 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
647
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.32M -$21.6M -98,275 -87%
PTC
648
Private Trust Company
Ohio
$3.29M -$18.5K -84 -0.6%
CWP
649
Cyndeo Wealth Partners
Florida
$3.26M +$1.28M +5,845 +65%
KRSITF
650
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.26M +$18.9K +86 +0.6%
24 25
26
27 28