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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 %
HI
926
Horizon Investments
North Carolina
$1.43M +$111K +507 +8%
SWM
927
Sendero Wealth Management
Texas
$1.43M -$436K -1,985 -23%
CI Investments Inc
928
CI Investments Inc
Ontario, Canada
$1.43M -$203K -924 -12%
VIG
929
Vienna Insurance Group
Poland
$1.42M +$730K +3,323 +105%
RC
930
Reik & Co
New York
$1.42M – – –
CSPIA
931
Cary Street Partners Investment Advisory
Virginia
$1.42M +$441K +2,008 +45%
GFS
932
GYL Financial Synergies
Connecticut
$1.42M +$808K +3,677 +132%
CWM
933
Congress Wealth Management
Massachusetts
$1.42M +$27.5K +125 +2%
GD
934
Grandfield & Dodd
New York
$1.42M -$44K -200 -3%
HIC
935
Harvey Investment Company
Kentucky
$1.42M – – –
CANY
936
Caxton Associates (New York)
New York
$1.41M +$445K +2,024 +46%
RCWM
937
Royal Capital Wealth Management
Indiana
$1.4M +$220 +1 +0%
SFA
938
Sequoia Financial Advisors
Ohio
$1.39M +$25.1K +114 +2%
TW
939
TrinityPoint Wealth
Connecticut
$1.39M +$6.37K +29 +0.5%
WS
940
Wedbush Securities
California
$1.39M +$581K +2,644 +72%
PM
941
Penbrook Management
New York
$1.38M -$8.35K -38 -0.6%
PP
942
Patten & Patten
Tennessee
$1.38M -$22K -100 -2%
AWA
943
Arete Wealth Advisors
Illinois
$1.38M -$537K -2,444 -28%
CIC
944
Crawford Investment Counsel
Georgia
$1.38M -$5.5K -25 -0.4%
NWM
945
Northcape Wealth Management
New York
$1.38M +$4.62K +21 +0.3%
GWM
946
GSB Wealth Management
Connecticut
$1.38M +$193K +877 +16%
MCM
947
Mendel Capital Management
Arkansas
$1.37M -$19.3K -88 -1%
CSWM
948
Cassady Schiller Wealth Management
Ohio
$1.36M – – –
FFBTD
949
First Financial Bank - Trust Division
Ohio
$1.35M -$7.47K -34 -0.5%
HIIFS
950
Harel Insurance Investments & Financial Services
Israel
$1.35M -$1.54M -7,092 -53%
36 37
38
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