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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 %
PJSIMP
751
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.39M -$38.2K -159 -2%
LA
752
Legacy Advisors
Pennsylvania
$2.39M +$254K +1,151 +12%
AA
753
ALPS Advisors
Colorado
$2.38M -$47.3K -215 -2%
NHT
754
New Hampshire Trust
New Hampshire
$2.38M -$5.06K -23 -0.2%
HFBOT
755
Home Federal Bank of Tennessee
Tennessee
$2.37M -$2.2K -10 -0.1%
NW
756
NewEdge Wealth
Pennsylvania
$2.37M +$907K +4,126 +62%
PWP
757
Principle Wealth Partners
Connecticut
$2.36M -$42.9K -195 -2%
KFI
758
Key Financial Inc
Pennsylvania
$2.36M +$9.01K +41 +0.4%
CK
759
Cohen Klingenstein
New York
$2.35M – – –
Wealth Enhancement Advisory Services
760
Wealth Enhancement Advisory Services
Minnesota
$2.34M -$1.51M -6,863 -39%
SF
761
Summit Financial
New Jersey
$2.32M +$635K +2,874 +38%
LNB
762
Ledyard National Bank
$2.31M -$93.6K -426 -4%
IEFM
763
IQ EQ Fund Management
Ireland
$2.31M -$5.72K -26 -0.2%
BL
764
Balentine LLC
Georgia
$2.3M +$654K +2,975 +40%
PIA
765
Petredis Investment Advisors
Pennsylvania
$2.29M +$2.29M +10,401 New
TF
766
Tompkins Financial
New York
$2.29M – – –
HTI
767
Hikari Tsushin Inc
Japan
$2.29M – – –
SNBOSCI
768
Security National Bank of Sioux City Iowa
Iowa
$2.28M +$2.28M +10,384 New
GP
769
Greenline Partners
New York
$2.27M – – –
EHWM
770
Eads & Heald Wealth Management
Georgia
$2.27M -$46.6K -212 -2%
SLI
771
Sumitomo Life Insurance
Japan
$2.27M -$220K -999 -9%
TSS
772
Two Sigma Securities
New York
$2.27M +$2.05M +9,316 +933%
CIC
773
Cornercap Investment Counsel
Georgia
$2.25M +$95.4K +434 +4%
JMFC
774
J.M. Forbes & Co
Massachusetts
$2.24M – – –
CWM
775
Cordatus Wealth Management
Pennsylvania
$2.24M +$2.24M +10,187 New
29 30
31
32 33