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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 %
FMLI
1351
Fukoku Mutual Life Insurance
Japan
$510K – – –
OFW
1352
Omnia Family Wealth
Florida
$508K – – –
CPIG
1353
Chicago Partners Investment Group
Illinois
$507K +$66.3K +268 +15%
GWM
1354
Greenwich Wealth Management
Connecticut
$505K +$5.72K +26 +1%
QPWM
1355
Quadrant Private Wealth Management
Pennsylvania
$503K -$41.6K -188 -8%
PA
1356
Perennial Advisors
New York
$502K – – –
IWP
1357
Invenio Wealth Partners
Florida
$502K +$502K +2,283 New
KCM
1358
Kathmere Capital Management
Pennsylvania
$501K -$30.3K -138 -6%
GAG
1359
GM Advisory Group
New York
$501K -$7.69K -35 -2%
SW
1360
SlateStone Wealth
Florida
$499K -$1.19M -5,394 -70%
MMA
1361
Miracle Mile Advisors
California
$498K -$58.7K -267 -11%
IFWM
1362
Institute for Wealth Management
Colorado
$497K -$51.9K -236 -9%
IGWM
1363
ICA Group Wealth Management
Colorado
$495K – – –
PCS
1364
Personal CFO Solutions
New Jersey
$494K +$4.4K +20 +0.9%
VT
1365
Vise Technologies
New York
$493K -$28.4K -129 -5%
Members Trust
1366
Members Trust
Florida
$493K +$493K +2,242 New
WFAG
1367
Wescott Financial Advisory Group
Pennsylvania
$491K +$12.7K +58 +3%
GSB
1368
Greenfield Savings Bank
Massachusetts
$489K – – –
GLR
1369
Great Lakes Retirement
Ohio
$489K -$1.99K -9 -0.4%
TWA
1370
Talisman Wealth Advisors
New Jersey
$487K +$26.2K +119 +6%
AA
1371
AlphaQ Advisors
Florida
$487K +$47.3K +215 +11%
TWM
1372
Tolleson Wealth Management
Texas
$487K – – –
AFC
1373
AFT Forsyth & Company
Florida
$487K -$11K -50 -2%
OCG
1374
Opus Capital Group
Ohio
$483K – – –
SHGA
1375
Sand Hill Global Advisors
California
$482K -$2.2K -10 -0.5%
53 54
55
56 57