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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 %
Loomis, Sayles & Company
1451
Loomis, Sayles & Company
Massachusetts
$405K -$363K -1,653 -47%
DA
1452
DCM Advisors
New York
$405K – – –
AR
1453
Apeiron RIA
Texas
$404K +$48.3K +220 +14%
SFS
1454
Security Financial Services
Indiana
$402K +$31K +141 +8%
RFG
1455
RFP Financial Group
Georgia
$402K +$302K +1,376 +304%
HWM
1456
Hemington Wealth Management
Virginia
$401K -$7.91K -36 -2%
BAM
1457
Bayshore Asset Management
Florida
$399K – – –
HCM
1458
Hollencrest Capital Management
California
$399K – – –
BRM
1459
Boston Research & Management
Massachusetts
$398K – – –
MWM
1460
Mascoma Wealth Management
New Hampshire
$397K -$14.9K -60 -4%
SWM
1461
Seaside Wealth Management
California
$397K +$1.76K +8 +0.4%
Jones Financial Companies
1462
Jones Financial Companies
Missouri
$397K -$6.37K -29 -2%
CAM
1463
Columbia Asset Management
Michigan
$396K – – –
PWP
1464
Perfromance Wealth Partners
Illinois
$396K – – –
GGI
1465
Godsey & Gibb Inc
Virginia
$396K -$5.5K -25 -1%
CWC
1466
Carolinas Wealth Consulting
North Carolina
$395K -$326 -23 -0.1%
SMA
1467
Sage Mountain Advisors
Georgia
$395K +$7.25K +33 +2%
BWM
1468
Baystate Wealth Management
Massachusetts
$394K +$81.6K +371 +26%
Fisher Asset Management
1469
Fisher Asset Management
Washington
$394K +$121K +552 +45%
WCM
1470
Wallace Capital Management
Texas
$393K – – –
WW
1471
Westshore Wealth
California
$391K +$391K +1,780 New
Canada Life
1472
Canada Life
Manitoba, Canada
$391K -$660K -2,991 -63%
LNWTC
1473
Laird Norton Wetherby Trust Company
Washington
$390K +$15.9K +72 +4%
EBA
1474
Eagle Bay Advisors
New York
$389K – – –
CWA
1475
CM Wealth Advisors
Ohio
$387K +$387K +1,544 New
57 58
59
60 61