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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 %
TL
1301
Tradewinds LLC
North Carolina
$572K +$13.6K +62 +2%
LFRG
1302
Lazard Frères Gestion
France
$570K – – –
OC
1303
Oakworth Capital
Alabama
$570K -$197K -896 -26%
WPW
1304
Waldron Private Wealth
Pennsylvania
$568K -$57K -258 -9%
SL
1305
Salomon & Ludwin
Virginia
$567K -$6.81K -31 -1%
SWP
1306
Summit Wealth Partners
Florida
$563K -$19.6K -89 -3%
RSWM
1307
Robertson Stephens Wealth Management
California
$563K -$7.07K -32 -1%
FIBT
1308
First International Bank & Trust
North Dakota
$561K -$19.8K -90 -3%
SCA
1309
Stokes Capital Advisors
South Carolina
$560K -$13.6K -62 -2%
HKIM
1310
Hayek Kallen Investment Management
Alabama
$560K – – –
CA
1311
Cornerstone Advisory
Maryland
$559K +$8.57K +39 +2%
KWM
1312
KFG Wealth Management
Indiana
$558K +$302K +1,373 +118%
FB
1313
Fulton Bank
Pennsylvania
$557K +$75.6K +344 +16%
FHA
1314
Flagship Harbor Advisors
Massachusetts
$555K -$12.3K -56 -2%
TFA
1315
TPG Financial Advisors
Oregon
$555K – – –
EVM
1316
Evelyn V. Moreno
$554K -$134K -610 -19%
GVAG
1317
Great Valley Advisor Group
Delaware
$553K -$164K -746 -23%
FFA
1318
First Foundation Advisors
California
$552K -$211K -961 -28%
SAM
1319
Sompo Asset Management
Japan
$552K +$35.2K +160 +7%
HVP
1320
Hudson Value Partners
Florida
$549K – – –
PWM
1321
PBMares Wealth Management
Virginia
$547K -$5.93K -27 -1%
EA
1322
Emerald Advisors
Washington
$545K +$36.7K +167 +7%
NB
1323
Northwest Bancshares
Pennsylvania
$543K -$13.2K -60 -2%
PCMF
1324
Private Capital Management (Florida)
Florida
$538K – – –
LSPW
1325
Lake Street Private Wealth
Illinois
$538K -$9.01K -41 -2%
51 52
53
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