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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 %
AC
1076
Apella Capital
Connecticut
$978K +$978K +4,450 New
QT
1077
Quantbot Technologies
New York
$977K -$5.3M -24,120 -84%
CWM
1078
Connecticut Wealth Management
Connecticut
$975K +$27.5K +125 +3%
WA1
1079
Wimmer Associates 1
California
$974K – – –
USCWA
1080
U.S. Capital Wealth Advisors
Texas
$973K +$61.1K +278 +7%
FPAS
1081
Focus Partners Advisor Solutions
Missouri
$971K -$242K -1,102 -20%
LIM
1082
Loudon Investment Management
New Hampshire
$969K +$7.69K +35 +0.8%
3F
1083
360 Financial
Minnesota
$969K +$220 +1 +0%
TF
1084
Trek Financial
Arizona
$966K -$989K -4,499 -51%
FIA
1085
Foundations Investment Advisors
Arizona
$962K +$1.98K +9 +0.2%
FFM
1086
Forum Financial Management
Illinois
$948K +$355K +1,615 +60%
CFGS
1087
Concourse Financial Group Securities
Alabama
$944K +$80.4K +364 +9%
MNBTD
1088
Moody National Bank Trust Division
Texas
$941K – – –
LF
1089
LifeSteps Financial
California
$941K -$5.5K -25 -0.6%
BWP
1090
BSW Wealth Partners
Colorado
$938K +$6.37K +29 +0.7%
BFA
1091
Beaumont Financial Advisors
Massachusetts
$937K +$12.1K +55 +1%
HBT
1092
Heartland Bank & Trust
Illinois
$936K -$66.6K -303 -7%
MP
1093
McDonald Partners
Ohio
$931K +$40.4K +184 +5%
GBT
1094
Grove Bank & Trust
Florida
$928K -$3.3K -15 -0.4%
EIP
1095
Ellis Investment Partners
Pennsylvania
$926K -$54.9K -250 -6%
HKIMG
1096
Hutchens & Kramer Investment Management Group
Indiana
$923K -$171K -778 -16%
TP
1097
Tranquility Partners
Tennessee
$922K +$15.4K +70 +2%
HW
1098
Hancock Whitney
Mississippi
$922K +$563K +2,565 +157%
EI
1099
Ellevest Inc
New York
$921K +$184K +836 +25%
P
1100
Pitcairn
Pennsylvania
$919K -$129K -586 -12%
42 43
44
45 46