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Automatic Data Processing
ADP

Overview Fund Activity

1,930 hedge funds and large institutions have $68.8B invested in Automatic Data Processing in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 666 increasing their positions, 746 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,930
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
32.63%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.44%
New
120
Increased
666
Reduced
746
Closed
111
Calls
$329M
Puts
$500M
Net Calls
-$171M
Net Calls Change
+$16.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$372M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$172M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$145M
4
Two Sigma Investments
Two Sigma Investments
New York
+$124M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$119M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$541M
2
UBS AM
UBS AM
Illinois
-$469M
3
Capital World Investors
Capital World Investors
California
-$418M
4
AWA
Aaron Wealth Advisors
Illinois
-$310M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
1426
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$399K – – –
CWM
1427
Chemistry Wealth Management
New York
$399K – – –
NLP
1428
Next Level Private
New York
$399K +$399K +1,900 New
CCA
1429
Childress Capital Advisors
Texas
$397K +$30.1K +143 +8%
AIM
1430
Athena Investment Management
California
$397K +$168K +800 +73%
MPWT
1431
MassMutual Private Wealth & Trust
Connecticut
$397K +$209K +994 +111%
KMWM
1432
Keudell/Morrison Wealth Management
Oregon
$396K +$5.26K +25 +1%
LNWTC
1433
Laird Norton Wetherby Trust Company
Washington
$395K -$110K -523 -22%
CAG
1434
Crestwood Advisors Group
Massachusetts
$395K +$64.1K +305 +19%
BFA
1435
Brendel Financial Advisors
New Hampshire
$394K – – –
GAG
1436
GM Advisory Group
New York
$393K – – –
MA
1437
MCF Advisors
Kentucky
$392K – – –
CST
1438
Charles Schwab Trust
Nevada
$391K – – –
MWM
1439
Mascoma Wealth Management
New Hampshire
$390K -$31.5K -150 -7%
WG
1440
Welch Group
Alabama
$390K – – –
CBT
1441
CoreFirst Bank & Trust
Kansas
$389K – – –
SAM
1442
Sawgrass Asset Management
Florida
$388K – – –
WSCM
1443
Wellington Shields Capital Management
New York
$384K – – –
WCM
1444
Wallace Capital Management
Texas
$383K – – –
T
1445
TRUADVICE
Florida
$383K +$383K +1,569 New
HFP
1446
Holistic Financial Partners
Indiana
$382K -$23.5K -112 -6%
HWM
1447
Hemington Wealth Management
Virginia
$381K -$1.42M -6,763 -79%
BRM
1448
Boston Research & Management
Massachusetts
$381K – – –
WMA
1449
Wealth Management Associates
New Jersey
$381K – – –
CWC
1450
Carolinas Wealth Consulting
North Carolina
$380K +$356K +26,108 +1,493%
56 57
58
59 60