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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 %
CSIA
1476
Carl Stuart Investment Advisor
Texas
$386K +$386K +1,758 New
HA
1477
Hofer & Associates
California
$386K +$2.64K +12 +0.7%
WMA
1478
West Michigan Advisors
Michigan
$385K -$203K -924 -35%
SWM
1479
Shakespeare Wealth Management
Wisconsin
$384K – – –
FOA
1480
Five Oceans Advisors
California
$384K +$11K +50 +3%
CAL
1481
Capital Advisors Ltd
Ohio
$383K +$75.5K +344 +25%
DOA
1482
D'Orazio & Associates
Virginia
$383K -$3.08K -14 -0.8%
TAM
1483
Trillium Asset Management
Massachusetts
$382K -$567K -2,577 -60%
IF
1484
Intrua Financial
Texas
$382K +$18K +82 +5%
AIA
1485
Alera Investment Advisors
Illinois
$382K +$27.9K +127 +8%
MA
1486
MONECO Advisors
Connecticut
$381K -$220 -1 -0.1%
CBFP
1487
Cedar Brook Financial Partners
Ohio
$377K +$3.74K +17 +1%
JCM
1488
Jag Capital Management
Missouri
$377K -$2.21M -10,040 -85%
WP
1489
WealthPLAN Partners
Nebraska
$376K +$47K +214 +14%
WG
1490
Welch Group
Alabama
$376K -$33K -150 -8%
QC
1491
Quent Capital
New York
$375K -$30.8K -140 -8%
SCP
1492
Sandhill Capital Partners
New York
$373K – – –
WI
1493
WrapManager Inc
California
$373K -$34.9K -159 -9%
MWPCG
1494
Measured Wealth Private Client Group
New Hampshire
$372K – – –
TCBWMS
1495
Texas Capital Bank Wealth Management Services
Texas
$370K -$109K -498 -23%
AIA
1496
AIMZ Investment Advisors
California
$370K – – –
LFP
1497
Leeward Financial Partners
Washington
$369K – – –
EWA
1498
EverSource Wealth Advisors
Alabama
$369K -$26.2K -119 -7%
ACA
1499
Aptus Capital Advisors
Alabama
$369K +$30.3K +138 +9%
V
1500
ViaWealth
Kansas
$369K – – –
58 59
60
61 62