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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 %
VWM
1501
Vigilare Wealth Management
Arizona
$365K +$1.1K +5 +0.3%
BFG
1502
Baron Financial Group
New Jersey
$364K +$439 +2 +0.1%
CF
1503
Cantor Fitzgerald
New York
$364K -$56K -255 -13%
SIG
1504
Stonegate Investment Group
Alabama
$363K -$1.32K -6 -0.4%
KMWM
1505
Keudell/Morrison Wealth Management
Oregon
$361K -$879 -4 -0.2%
ZIG
1506
Zullo Investment Group
Pennsylvania
$361K – – –
NICM
1507
Neo Ivy Capital Management
New York
$361K +$361K +1,641 New
SIG
1508
Sargent Investment Group
Maryland
$356K +$659 +3 +0.2%
FFA
1509
Founders Financial Alliance
North Carolina
$355K +$13.6K +62 +4%
WMA
1510
Wealth Management Associates
New Jersey
$355K -$4.84K -22 -1%
SAM
1511
Secure Asset Management
Michigan
$355K -$10.1K -46 -3%
FC
1512
Forte Capital
New York
$354K -$19.8K -90 -5%
PA
1513
PFG Advisors
Arizona
$353K +$1.76K +8 +0.5%
LWM
1514
Laidlaw Wealth Management
New York
$353K -$54.5K -248 -13%
W
1515
WealthOne
New York
$353K +$1.1K +5 +0.3%
1WM
1516
1900 Wealth Management
Texas
$353K +$23.1K +105 +7%
CAWM
1517
Capital Advisors Wealth Management
Washington
$352K – – –
FNBT
1518
FineMark National Bank & Trust
Florida
$351K +$351K +1,599 New
TFF
1519
The Family Firm
Maryland
$351K +$1.98K +9 +0.6%
GHAM
1520
Gilman Hill Asset Management
Connecticut
$351K – – –
4WM
1521
44 Wealth Management
Oregon
$351K +$1.98K +9 +0.6%
ESBC
1522
E.S. Barr & Co
Kentucky
$350K – – –
CBA
1523
Coastal Bridge Advisors
Connecticut
$350K +$23.1K +105 +7%
AC
1524
Allstate Corporation
Illinois
$349K -$3.96K -18 -1%
CFS
1525
CRA Financial Services
New Jersey
$347K – – –
59 60
61
62 63