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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 %
PL
1226
Plancorp LLC
Missouri
$686K -$6.81K -31 -1%
WF
1227
Wayfinding Financial
Washington
$684K +$14.5K +58 +2%
FANJ
1228
Financial Architects (New Jersey)
New Jersey
$682K – – –
TPWM
1229
Twelve Points Wealth Management
Massachusetts
$681K +$5.72K +26 +0.8%
MIA
1230
MainStreet Investment Advisors
Illinois
$677K -$24K -109 -3%
LI
1231
Lafayette Investments
Maryland
$675K +$123K +559 +22%
T
1232
TRUADVICE
Florida
$673K -$31.8K -127 -5%
ACM
1233
Argyle Capital Management
Pennsylvania
$673K – – –
SA
1234
SL Advisors
New Jersey
$673K – – –
PB
1235
Pinnacle Bancorp
Nebraska
$667K – – –
RBC
1236
Romano Brothers & Co
Illinois
$667K +$220 +1 +0%
LI
1237
LMCG Investments
Massachusetts
$663K +$10.8K +49 +2%
M
1238
MOTCO
Texas
$661K +$440 +2 +0.1%
WP
1239
WMS Partners
Maryland
$661K +$440 +2 +0.1%
BAM
1240
Belpointe Asset Management
Nevada
$659K -$556K -2,528 -46%
CM
1241
Caption Management
Oklahoma
$659K +$659K +3,000 New
EAM
1242
EdenTree Asset Management
United Kingdom
$659K +$659K +3,000 New
SSW
1243
Smith Shellnut Wilson
Mississippi
$659K -$2.42K -11 -0.4%
PFG
1244
PAX Financial Group
Texas
$658K -$32.3K -147 -5%
SAG
1245
SageView Advisory Group
California
$654K -$434K -1,974 -40%
CIG
1246
Cascade Investment Group
Colorado
$653K – – –
HPM
1247
Hoxton Planning & Management
West Virginia
$652K -$36.7K -167 -5%
WTB
1248
Washington Trust Bank
Washington
$649K – – –
BCM
1249
Brasada Capital Management
Texas
$644K – – –
RW
1250
Rede Wealth
Virginia
$640K +$2.42K +11 +0.4%
48 49
50
51 52