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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 %
CWM
1526
Chronos Wealth Management
Florida
$345K – – –
FC
1527
FCA Corp
Texas
$345K – – –
BOSSRA
1528
B.O.S.S. Retirement Advisors
Utah
$345K +$345K +1,569 New
WHCI
1529
W.H. Cornerstone Investments
Massachusetts
$344K +$1.54K +7 +0.4%
SFG
1530
SNS Financial Group
Minnesota
$343K +$1.77K +8 +0.5%
AAS
1531
Ameritas Advisory Services
Nebraska
$341K -$77K -352 -18%
ROTUOC
1532
Regents of the University of California
California
$341K – – –
LWP
1533
Lumature Wealth Partners
Georgia
$339K -$2.2K -10 -0.6%
IF
1534
Insight Folios
North Carolina
$338K -$5.27K -24 -2%
XWM
1535
Xcel Wealth Management
Florida
$338K – – –
FGA
1536
Fortis Group Advisors
New Jersey
$337K – – –
EWM
1537
Endurance Wealth Management
Rhode Island
$337K – – –
TNB
1538
Thomasville National Bank
Georgia
$336K +$13.8K +63 +4%
MFWP
1539
Mosaic Family Wealth Partners
Missouri
$335K -$440 -2 -0.1%
FDCC
1540
Foster Dykema Cabot & Co
Massachusetts
$335K +$40.7K +185 +14%
PSB
1541
Piscataqua Savings Bank
New Hampshire
$335K -$58.2K -265 -15%
DC
1542
DeDora Capital
California
$335K +$35.6K +162 +12%
GWAM
1543
Guardian Wealth Advisors (Minnesota)
Minnesota
$335K -$1.1K -5 -0.3%
SAA
1544
Southeast Asset Advisors
Georgia
$334K -$12.1K -55 -3%
CFP
1545
Catalyst Financial Partners
Massachusetts
$334K +$43.1K +196 +15%
TPWA
1546
TRUE Private Wealth Advisors
Oregon
$333K +$56.5K +257 +20%
OTPPB
1547
Ontario Teachers' Pension Plan Board
Ontario, Canada
$332K – – –
CWM
1548
Concentric Wealth Management
California
$331K – – –
CWP
1549
CFM Wealth Partners
Texas
$329K +$6.59K +30 +2%
IFS
1550
Ifrah Financial Services
Arkansas
$329K -$3.74K -17 -1%
60 61
62
63 64