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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 %
PFGIA
1551
Patriot Financial Group Insurance Agency
Massachusetts
$328K -$54.3K -247 -14%
JWBC
1552
John W. Bristol & Co
New York
$328K – – –
JCM
1553
Janney Capital Management
Pennsylvania
$327K +$327K +1,487 New
BAM
1554
Beaumont Asset Management
Texas
$325K – – –
HS
1555
Horan Securities
United States
$325K +$5.93K +27 +2%
KAM
1556
Knightsbridge Asset Management
California
$324K -$345K -1,570 -52%
GLLW
1557
Graves Light Lenhart Wealth
Virginia
$321K – – –
APC
1558
Aspire Private Capital
North Carolina
$320K +$1.54K +7 +0.5%
PL
1559
Perpetual Ltd
Australia
$315K – – –
FA
1560
Faithward Advisors
Pennsylvania
$314K -$266K -1,051 -46%
1WA
1561
180 Wealth Advisors
Washington
$314K +$10.1K +46 +3%
CAM
1562
Cubic Asset Management
Massachusetts
$314K – – –
BAM
1563
Byrne Asset Management
New Jersey
$314K -$19.8K -90 -6%
PIM
1564
Progressive Investment Management
Oregon
$312K – – –
GP
1565
Girard Partners
Pennsylvania
$311K -$62.6K -285 -17%
CWP
1566
Capital Wealth Planning
Florida
$310K – – –
MIM
1567
Marco Investment Management
Georgia
$309K – – –
BWP
1568
Bernardo Wealth Planning
Pennsylvania
$309K -$6.82K -31 -2%
BIM
1569
Barton Investment Management
Pennsylvania
$308K – – –
SWMG
1570
Signature Wealth Management Group
Georgia
$307K -$2.86K -13 -0.9%
DSA
1571
Droms Strauss Advisors
Missouri
$306K – – –
MCA
1572
MSH Capital Advisors
Arizona
$305K +$305K +1,388 New
WDL
1573
Well Done LLC
Michigan
$305K -$47.9K -218 -14%
PS
1574
Portfolio Strategies
New York
$301K -$26.8K -122 -8%
APG
1575
Abacus Planning Group
South Carolina
$301K +$44K +200 +17%
61 62
63
64 65