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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 %
DCM
1151
Dudley Capital Management
Virginia
$796K – – –
BWA
1152
Bordeaux Wealth Advisors
California
$794K -$440 -2 -0.1%
EWM
1153
Evermay Wealth Management
Virginia
$794K -$662 -3 -0.1%
IPW
1154
Inlet Private Wealth
Florida
$794K – – –
STA
1155
Summit Trail Advisors
New York
$792K +$168K +760 +27%
WA
1156
WBH Advisory
Maryland
$791K -$36.5K -166 -4%
NO
1157
Ninety One
South Africa
$790K – – –
BFC
1158
Blue Fin Capital
Rhode Island
$790K -$2.2K -10 -0.3%
VEA
1159
Virtus ETF Advisers
New York
$789K -$20.7K -94 -3%
BTWM
1160
Baker Tilly Wealth Management
Wisconsin
$788K +$47.3K +215 +6%
IA
1161
IAM Advisory
Pennsylvania
$786K +$31.7K +144 +4%
SCM
1162
Stevens Capital Management
Pennsylvania
$781K +$781K +3,555 New
GAMC
1163
Garner Asset Management Corp
Texas
$779K -$76.5K -348 -9%
SFS
1164
Stiles Financial Services
Minnesota
$779K +$11.9K +54 +2%
UBV
1165
United Bank (Virginia)
Virginia
$778K – – –
CWP
1166
Concord Wealth Partners
Virginia
$778K +$146K +664 +23%
PP
1167
PDS Planning
Ohio
$777K +$71.2K +324 +10%
MSFS
1168
Main Street Financial Solutions
Pennsylvania
$777K +$36K +164 +5%
PCA
1169
Prosperity Capital Advisors
Ohio
$773K +$22.4K +102 +3%
AAIM
1170
Asset Advisors Investment Management
Georgia
$773K – – –
RCAG
1171
Rehmann Capital Advisory Group
Michigan
$770K -$9.45K -43 -1%
IAS
1172
IMA Advisory Services
Colorado
$769K – – –
A
1173
AustralianSuper
Australia
$768K -$75.7M -344,423 -99%
FIB
1174
First Interstate Bank
Montana
$766K -$90.6K -412 -11%
SFM
1175
Signet Financial Management
New Jersey
$766K -$12.7K -58 -2%
45 46
47
48 49