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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 %
AL
1576
Aspiriant LLC
California
$299K -$14.3K -65 -5%
HWA
1577
Heartwood Wealth Advisors
Virginia
$299K +$299K +1,359 New
CNB
1578
Camden National Bank
Maine
$298K – – –
MAM
1579
Marotta Asset Management
Virginia
$298K +$298K +1,354 New
VAF
1580
Values Added Financial
District of Columbia
$297K +$297K +1,353 New
RWM
1581
Revisor Wealth Management
Ohio
$297K -$10.3K -47 -3%
DWM
1582
Drive Wealth Management
Utah
$297K +$5.97K +27 +2%
KP
1583
Keel Point
Alabama
$297K +$41.3K +188 +16%
CF
1584
Centaurus Financial
California
$296K -$278K -1,265 -48%
ML
1585
McAdam LLC
Pennsylvania
$296K +$11.4K +52 +4%
BOPW
1586
Brandywine Oak Private Wealth
Pennsylvania
$295K -$343K -1,561 -54%
PWA
1587
Providence Wealth Advisors
Illinois
$294K – – –
UW
1588
Unique Wealth
Florida
$293K +$87.7K +399 +43%
I
1589
InceptionR
California
$293K +$293K +1,333 New
SIA
1590
Soltis Investment Advisors
Utah
$293K +$16.5K +75 +6%
BMWM
1591
Brown Miller Wealth Management
Virginia
$291K +$4.4K +20 +2%
VCM
1592
Versant Capital Management
Arizona
$290K +$1.54K +7 +0.5%
EFG
1593
Everhart Financial Group
Ohio
$290K +$27K +123 +10%
H
1594
HoyleCohen
California
$290K +$20K +91 +7%
TWA
1595
Trellis Wealth Advisors
California
$289K – – –
TGAM
1596
TBH Global Asset Management
Tennessee
$289K -$7.25K -33 -2%
ORC
1597
O'Rourke & Company
Massachusetts
$289K – – –
WAG
1598
Windsor Advisory Group
Ohio
$287K – – –
AIM
1599
Avity Investment Management
Connecticut
$287K – – –
DSAM
1600
Dock Street Asset Management
Florida
$287K – – –
62 63
64
65 66