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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 %
HSA
1176
HBK Sorce Advisory
Pennsylvania
$765K +$220 +1 +0%
WPA
1177
West Paces Advisors
Georgia
$763K -$11.2K -51 -1%
CRIG
1178
Charter Research & Investment Group
Connecticut
$758K – – –
PNAA
1179
Pictet North America Advisors
Switzerland
$753K – – –
OWP
1180
Obermeyer Wealth Partners
Colorado
$752K +$127K +576 +20%
CST
1181
Charles Schwab Trust
Nevada
$751K +$3.55K +17 +0.5%
DGAM
1182
Desjardins Global Asset Management
Quebec, Canada
$750K -$220K -999 -23%
GIM
1183
Guardian Investment Management
California
$747K +$747K +3,400 New
SDIC
1184
South Dakota Investment Council
South Dakota
$747K +$747K +3,400 New
WEG
1185
World Equity Group
Illinois
$744K -$204K -928 -22%
AHC
1186
Adell Harriman & Carpenter
Texas
$739K -$28.9K -132 -4%
CCP
1187
Clarkston Capital Partners
Michigan
$738K – – –
BCA
1188
Bay Colony Advisors
Massachusetts
$737K +$129K +586 +21%
PEA
1189
Park Edge Advisors
Ohio
$737K – – –
EF
1190
Empowered Funds
Pennsylvania
$737K -$849K -3,861 -54%
EST
1191
EA Series Trust
Pennsylvania
$737K +$737K +3,351 New
TBNY
1192
Trustco Bank (New York)
New York
$734K – – –
NQWM
1193
Northwest Quadrant Wealth Management
Oregon
$733K +$2.86K +13 +0.4%
FWTB
1194
First Western Trust Bank
Colorado
$731K +$30.6K +139 +4%
UH
1195
Unigestion Holding
Switzerland
$731K -$83.6K -386 -10%
PFSC
1196
Peoples Financial Services Corp
Pennsylvania
$730K -$41.1K -187 -5%
V
1197
VeraBank
Texas
$728K – – –
AAMC
1198
Asset Allocation & Management Company
Illinois
$727K -$152K -694 -17%
DWM
1199
Dakota Wealth Management
Florida
$727K – – –
BMM
1200
Buffington Mohr McNeal
Idaho
$726K +$879 +4 +0.1%
46 47
48
49 50