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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 %
SCM
1651
Stonehearth Capital Management
Massachusetts
$256K – – –
SCP
1652
Seizert Capital Partners
Michigan
$256K – – –
CFGSD
1653
Compass Financial Group (South Dakota)
South Dakota
$255K – – –
SSI
1654
Scott & Selber Inc
Texas
$255K – – –
AWE
1655
Avidian Wealth Enterprises
Texas
$254K -$308K -1,400 -55%
GCM
1656
Gables Capital Management
Florida
$254K – – –
RAG
1657
RIA Advisory Group
Iowa
$253K -$125K -568 -33%
GCM
1658
Gallacher Capital Management
Colorado
$253K +$253K +1,151 New
GA
1659
GraniteShares Advisors
New York
$251K -$15.4K -70 -6%
RIA
1660
Realta Investment Advisors
Delaware
$251K +$29.7K +135 +13%
FG
1661
Foster Group
Iowa
$250K +$250K +1,138 New
SAM
1662
Summit Asset Management
Tennessee
$250K – – –
PCA
1663
Peddock Capital Advisors
Massachusetts
$250K – – –
I
1664
IMPACTfolio
Colorado
$250K +$7.25K +33 +3%
EWM
1665
Endowment Wealth Management
Wisconsin
$248K +$17.8K +81 +8%
MFS
1666
Madrona Financial Services
Washington
$248K +$3.08K +14 +1%
PWP
1667
Private Wealth Partners
California
$247K – – –
FFC
1668
First Financial Corp
Indiana
$247K -$32.5K -148 -12%
DT
1669
Daniels + Tansey
Delaware
$247K -$1.76K -8 -0.7%
AWP
1670
Abacus Wealth Partners
California
$246K +$1.98K +9 +0.8%
HCM
1671
Hilton Capital Management
New York
$246K +$12.3K +56 +5%
9WM
1672
9258 Wealth Management
Ohio
$244K -$31.4K -143 -11%
NJBEST
1673
New Jersey Better Educational Savings Trust
New Jersey
$244K – – –
AA
1674
Alta Advisers
United Kingdom
$242K – – –
AWM
1675
Act Wealth Management
Texas
$242K – – –
65 66
67
68 69