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Automatic Data Processing
ADP

Overview Fund Activity

1,930 hedge funds and large institutions have $68.8B invested in Automatic Data Processing in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 666 increasing their positions, 746 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,930
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
32.63%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.44%
New
120
Increased
666
Reduced
746
Closed
111
Calls
$329M
Puts
$500M
Net Calls
-$171M
Net Calls Change
+$16.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$372M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$172M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$145M
4
Two Sigma Investments
Two Sigma Investments
New York
+$124M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$119M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$541M
2
UBS AM
UBS AM
Illinois
-$469M
3
Capital World Investors
Capital World Investors
California
-$418M
4
AWA
Aaron Wealth Advisors
Illinois
-$310M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1226
WMS Partners
Maryland
$648K +$1.47K +7 +0.2%
WF
1227
Wayfinding Financial
Washington
$645K – – –
FFA
1228
First Foundation Advisors
California
$645K +$2.94K +14 +0.5%
FIB
1229
First Interstate Bank
Montana
$642K +$642K +3,056 New
LI
1230
LMCG Investments
Massachusetts
$640K -$48.3K -230 -7%
LWM
1231
Liberty Wealth Management
California
$640K -$32.7K -156 -5%
MCM
1232
Maple Capital Management
Vermont
$640K -$6.31K -30 -1%
RB
1233
Rodgers Brothers
Pennsylvania
$640K – – –
SB
1234
Strategic Blueprint
Georgia
$640K +$39.3K +187 +7%
LFA
1235
Legacy Financial Advisors
Kentucky
$640K +$79.2K +377 +14%
WFAG
1236
Wescott Financial Advisory Group
Pennsylvania
$637K +$637K +3,033 New
CWA
1237
CJM Wealth Advisers
Virginia
$637K – – –
RF
1238
Rollins Financial
Georgia
$636K +$636K +3,029 New
WA
1239
Wealth Architects
California
$635K +$840 +4 +0.1%
WS
1240
Wedbush Securities
California
$635K +$5.04K +24 +0.8%
PL
1241
Plancorp LLC
Missouri
$635K +$57.3K +273 +10%
TC
1242
Trust Company
Kansas
$635K +$189K +902 +43%
SB
1243
Sunflower Bank
Texas
$634K -$173K -826 -21%
WA
1244
Wealth Alliance
New York
$631K +$14.3K +68 +2%
HI
1245
Hoey Investments
Pennsylvania
$630K – – –
TPWM
1246
Twelve Points Wealth Management
Massachusetts
$630K – – –
SSW
1247
Smith Shellnut Wilson
Mississippi
$628K -$37K -176 -6%
IA
1248
IAM Advisory
Pennsylvania
$627K +$210 +1 +0%
FNBOO
1249
First National Bank of Omaha
Nebraska
$624K -$31.5K -150 -5%
BOPW
1250
Brandywine Oak Private Wealth
Pennsylvania
$621K +$163K +776 +36%
48 49
50
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