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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 %
AO
1626
Advisor OS
Illinois
$269K +$269K +1,222 New
LRWA
1627
Long Run Wealth Advisors
New York
$268K -$54.9K -250 -17%
LWA
1628
Lowe Wealth Advisors
Maryland
$267K – – –
AT
1629
Arden Trust
Delaware
$267K -$9.43K -43 -3%
OFG
1630
Oxford Financial Group
Indiana
$267K -$88.1K -401 -25%
HDIM
1631
Hanson & Doremus Investment Management
Vermont
$266K – – –
AOWM
1632
Alpha Omega Wealth Management
Virginia
$266K -$2.2K -10 -0.8%
KTC
1633
Kistler-Tiffany Companies
Pennsylvania
$266K -$1.98K -9 -0.7%
FNBSF
1634
First National Bank Sioux Falls
South Dakota
$265K – – –
EWM
1635
EPG Wealth Management
Georgia
$264K +$440 +2 +0.2%
NFGCM
1636
Norman Fields Gottscho Capital Management
New York
$264K – – –
TC
1637
Tacita Capital
Ontario, Canada
$264K – – –
RIL
1638
Rothschild Investment LLC
Illinois
$264K +$31.7K +144 +14%
PA
1639
Parkside Advisors
California
$264K -$29.6K -134 -10%
MWA
1640
Martel Wealth Advisors
Washington
$264K – – –
NCM
1641
Nelson Capital Management
California
$264K – – –
MM
1642
MQS Management
New York
$263K -$169K -767 -39%
EFG
1643
Ethos Financial Group
Pennsylvania
$261K – – –
NSG
1644
Nalls Sherbakoff Group
Tennessee
$261K – – –
TWM
1645
Thrive Wealth Management
Pennsylvania
$260K +$14.1K +64 +6%
GWANC
1646
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$24.3K +110 +10%
CB
1647
Centennial Bank
Arkansas
$259K +$220 +1 +0.1%
WSWA
1648
Warren Street Wealth Advisors
California
$258K -$220 -1 -0.1%
PWMG
1649
Provence Wealth Management Group
California
$258K -$43.7K -199 -15%
HI
1650
Harbour Investments
Wisconsin
$257K -$15K -68 -5%
64 65
66
67 68