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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 %
FCFS
1201
First Command Financial Services
Texas
$726K -$51.9K -236 -7%
FCB
1202
First Command Bank
Texas
$726K -$51.9K -236 -7%
FI
1203
Financial Insights
Washington
$725K +$227K +1,035 +46%
WEPOG
1204
Wealth Enhancement & Preservation of GA
Georgia
$721K +$79.6K +362 +12%
OIM
1205
Orca Investment Management
Oregon
$721K +$13.2K +60 +2%
PCOC
1206
Power Corp of Canada
Canada
$719K – – –
WA
1207
Waverly Advisors
Alabama
$718K +$223K +1,014 +45%
SF
1208
Symphony Financial
Texas
$716K -$88K -406 -11%
PCP
1209
Proficio Capital Partners
Massachusetts
$715K -$8.79K -40 -1%
SB
1210
Strategic Blueprint
Georgia
$714K -$27K -123 -4%
GC
1211
Grimes & Company
Massachusetts
$713K -$1.54K -7 -0.2%
SG
1212
StoneX Group
New York
$710K -$6.85K -31 -1%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$708K +$60.7K +276 +9%
BMCM
1214
Burns Matteson Capital Management
New York
$708K +$1.54K +7 +0.2%
WA
1215
Wealth Architects
California
$705K +$56K +255 +9%
AWA
1216
Arkadios Wealth Advisors
Georgia
$704K -$120K -545 -15%
BEAM
1217
Baker Ellis Asset Management
Washington
$703K – – –
RVPG
1218
Relative Value Partners Group
$703K – – –
WANY
1219
Wealthspire Advisors (New York)
New York
$701K -$91.4K -416 -12%
TCOO
1220
Trust Company of Oklahoma
Oklahoma
$700K – – –
NRG
1221
Nemes Rush Group
Michigan
$697K +$697K +3,173 New
VF
1222
Virtu Financial
New York
$697K +$697K +3,170 New
SFA
1223
Souders Financial Advisors
Ohio
$692K -$17.4K -79 -2%
BIM
1224
Baldwin Investment Management
Pennsylvania
$687K – – –
CG
1225
Corundum Group
Colorado
$686K -$529K -2,405 -44%
47 48
49
50 51