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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 %
HFM
1401
Harvest Fund Management
China
$460K +$184K +835 +66%
APA
1402
Astoria Portfolio Advisors
New York
$455K +$33.4K +147 +8%
SIC
1403
Shoker Investment Counsel
Ohio
$454K +$2.64K +12 +0.6%
WA
1404
Wambolt & Associates
Colorado
$452K -$18.9K -86 -4%
CAAS
1405
Capital Asset Advisory Services
Michigan
$451K +$918 +4 +0.2%
CT
1406
Columbia Trust
Oregon
$450K -$8.79K -40 -2%
PWP
1407
Phillips Wealth Planners
Mississippi
$449K +$6.15K +28 +1%
BP
1408
BBR Partners
New York
$447K -$6.15K -28 -1%
PCM
1409
Pennsylvania Capital Management
Pennsylvania
$446K +$1.1K +5 +0.2%
LCM
1410
LCM Capital Management
Illinois
$446K -$4.62K -21 -1%
SFFS
1411
Stonehage Fleming Financial Services
Jersey
$445K +$445K +2,023 New
MCCA
1412
Mill Creek Capital Advisors
Pennsylvania
$444K +$7.03K +32 +2%
PWPS
1413
Pinnacle Wealth Planning Services
Ohio
$443K -$9.01K -41 -2%
BFPW
1414
BOK Financial Private Wealth
Colorado
$442K -$65.2K -295 -13%
SC
1415
SRB Corp
Massachusetts
$440K +$440K +2,004 New
AFG
1416
Albion Financial Group
Utah
$440K – – –
HI
1417
Hoey Investments
Pennsylvania
$440K – – –
DAM
1418
Delta Asset Management
Tennessee
$439K – – –
NSIM
1419
North Star Investment Management
Illinois
$437K – – –
C
1420
Certuity
Florida
$432K +$224K +1,019 +108%
CIAS
1421
Capital Investment Advisory Services
North Carolina
$430K +$1.98K +9 +0.5%
PPP
1422
Private Portfolio Partners
New Jersey
$429K -$8.79K -40 -2%
AFG
1423
Allegheny Financial Group
Pennsylvania
$428K – – –
AA
1424
Argent Advisors
Louisiana
$426K – – –
FTC
1425
Farmers Trust Company
Ohio
$425K -$48.6K -221 -10%
55 56
57
58 59