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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 %
FUBT
1601
First United Bank & Trust
Maryland
$286K -$41.8K -190 -13%
CAS
1602
CTC Alternative Strategies
Illinois
$286K +$286K +1,300 New
AA
1603
Alesco Advisors
New York
$285K -$50.6K -230 -15%
LKIM
1604
Lawson Kroeker Investment Management
Nebraska
$284K – – –
IWM
1605
Integris Wealth Management
California
$284K – – –
CAG
1606
Crestwood Advisors Group
Massachusetts
$284K -$13K -59 -4%
SIC
1607
Sigma Investment Counselors
Michigan
$284K +$284K +1,290 New
PI
1608
PFS Investments
Georgia
$283K +$15.2K +69 +6%
FMB
1609
Field & Main Bank
Kentucky
$282K -$58.2K -265 -17%
BLC
1610
Brown, Lisle/Cummings
Rhode Island
$279K – – –
WFI
1611
West Family Investments
California
$278K +$278K +1,266 New
PWM
1612
Paulson Wealth Management
Illinois
$277K +$18.5K +84 +7%
SWMG
1613
Sanchez Wealth Management Group
Florida
$276K +$1.54K +7 +0.6%
HBW
1614
Hazlett, Burt & Watson
West Virginia
$275K -$1.1K -5 -0.4%
MCA
1615
Maryland Capital Advisors
Maryland
$275K – – –
FCT
1616
Family Capital Trust
Massachusetts
$275K – – –
VP
1617
Verum Partners
North Carolina
$274K +$274K +1,247 New
PIA
1618
Perennial Investment Advisors
California
$273K -$879 -4 -0.3%
FNB
1619
Farmers National Bank
Kentucky
$273K -$3.52K -16 -1%
CWM
1620
Centurion Wealth Management
Virginia
$272K +$659 +3 +0.2%
SW
1621
SteelPeak Wealth
California
$271K +$51.4K +233 +23%
NP
1622
NorthRock Partners
Minnesota
$270K +$3.96K +18 +1%
RDIA
1623
RE Dickinson Investment Advisors
Iowa
$270K – – –
GA
1624
Goldstein Advisors
Wisconsin
$270K +$270K +1,228 New
TFP
1625
Tilia Fiduciary Partners
North Carolina
$269K -$728K -3,314 -73%
63 64
65
66 67