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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 %
MCM
1251
Maple Capital Management
Vermont
$639K -$16.7K -76 -3%
WA
1252
Wealth Alliance
New York
$637K +$13.2K +60 +2%
SIM
1253
Sentry Investment Management
Wisconsin
$633K – – –
JWM
1254
Jeppson Wealth Management
California
$632K -$18.7K -85 -3%
AIM
1255
Alhambra Investment Management
Florida
$630K – – –
BTI
1256
Blue Trust Inc
Georgia
$628K -$319K -1,436 -34%
PWMG
1257
Pinnacle Wealth Management Group
Michigan
$628K – – –
AssetMark Inc
1258
AssetMark Inc
California
$627K -$421K -1,917 -40%
BFG
1259
Beacon Financial Group
Texas
$627K +$161K +744 +35%
OP
1260
ORG Partners
Indiana
$624K +$624K +2,839 New
GIM
1261
Goelzer Investment Management
Indiana
$623K -$9.01K -41 -1%
WPC
1262
Wedmont Private Capital
Pennsylvania
$623K +$59.2K +258 +11%
MGIM
1263
M&G Investment Management
United Kingdom
$620K -$283K -1,286 -31%
HAG
1264
HF Advisory Group
Maryland
$618K +$3.52K +16 +0.6%
RWP
1265
RWA Wealth Partners
Massachusetts
$617K +$97.8K +445 +19%
IPAM
1266
ICICI Prudential Asset Management
India
$617K +$34.1K +155 +6%
ACM
1267
Aljian Capital Management
Nevada
$617K -$342K -1,557 -36%
FFN
1268
Focus Financial Network
Minnesota
$616K +$28.3K +128 +5%
SWM
1269
SeaCrest Wealth Management
New York
$616K +$44K +200 +8%
WIM
1270
WealthPlan Investment Management
Nebraska
$615K -$396K -1,801 -39%
LWM
1271
Liberty Wealth Management
California
$614K +$440 +2 +0.1%
CT
1272
Colonial Trust
South Carolina
$614K +$126K +575 +26%
MRCM
1273
M&R Capital Management
New Jersey
$606K +$879 +4 +0.1%
LAM
1274
LifePro Asset Management
California
$605K +$15.6K +71 +3%
SB
1275
Sunflower Bank
Texas
$603K +$2.64K +12 +0.4%
49 50
51
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