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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 %
CM
1126
Columbus Macro
Pennsylvania
$872K +$280K +1,250 +47%
BCM
1127
Boltwood Capital Management
California
$857K -$191K -871 -18%
FNBTCON
1128
First National Bank & Trust Co of Newtown
Pennsylvania
$857K – – –
AG
1129
Algert Global
California
$855K +$855K +3,892 New
MIC
1130
Meridian Investment Counsel
California
$855K -$22K -100 -3%
APW
1131
Acima Private Wealth
Virginia
$855K – – –
TC
1132
Telemus Capital
Michigan
$848K -$1.1K -5 -0.1%
BMO
1133
Beck Mack & Oliver
New York
$845K -$27.7K -126 -3%
EAM
1134
Empirical Asset Management
Massachusetts
$843K -$299K -1,360 -26%
MWM
1135
Meridian Wealth Management
Kentucky
$841K -$105K -480 -11%
MSR
1136
Main Street Research
Connecticut
$838K +$56.8K +257 +7%
EFM
1137
E Fund Management
China
$836K -$145K -658 -15%
JWBC
1138
J.W. Burns & Co
New York
$835K -$8.79K -40 -1%
FIM
1139
Freedom Investment Management
Connecticut
$831K +$55.8K +254 +7%
PHS
1140
Pekin Hardy Strauss
Illinois
$830K -$11K -50 -1%
IAIM
1141
International Assets Investment Management
Florida
$828K +$30.6K +139 +4%
DBG
1142
De Burlo Group
Massachusetts
$825K – – –
SFS
1143
Strategic Financial Services
New York
$825K – – –
ICG
1144
InterOcean Capital Group
Tennessee
$818K -$4.4K -20 -0.5%
LFA
1145
Legacy Financial Advisors
Kentucky
$814K -$32.7K -149 -4%
CRWM
1146
Castle Rock Wealth Management
California
$808K +$23.1K +105 +3%
LFAS
1147
Level Four Advisory Services
Texas
$807K -$33.2K -151 -4%
PMFA
1148
Plante Moran Financial Advisors
Michigan
$804K -$31.7K -144 -4%
MS
1149
Maven Securities
Jersey
$804K +$804K +3,656 New
SEC
1150
Seven Eight Capital
New York
$796K +$588K +2,676 +283%
44 45
46
47 48