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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 %
AIM
1676
AMI Investment Management
Indiana
$242K – – –
RIP
1677
RAM Investment Partners
Washington
$241K -$2.64K -12 -1%
FAG
1678
Financial Advisory Group
Texas
$241K – – –
WI
1679
Wedgewood Investors
Pennsylvania
$240K -$44K -200 -15%
SEIA
1680
Signature Estate & Investment Advisors
California
$240K +$219 +1 +0.1%
VWA
1681
Visionary Wealth Advisors
Illinois
$240K +$14.7K +67 +7%
HFP
1682
Holistic Financial Partners
Indiana
$240K -$79.6K -362 -25%
TIM
1683
Thompson Investment Management
Wisconsin
$239K – – –
SWM
1684
Sugarloaf Wealth Management
Georgia
$238K – – –
CCG
1685
Chatham Capital Group
Georgia
$236K +$7.69K +35 +3%
GWM
1686
Gitterman Wealth Management
New Jersey
$235K +$235K +1,069 New
AWM
1687
Avaii Wealth Management
Wisconsin
$235K -$3.08K -14 -1%
LAM
1688
L2 Asset Management
Massachusetts
$235K +$18K +82 +8%
CWM
1689
Chesapeake Wealth Management
Virginia
$235K -$659 -3 -0.3%
LFA
1690
Laraway Financial Advisors
Minnesota
$233K -$3.96K -18 -2%
AMCA
1691
Arthur M. Cohen & Associates
Illinois
$233K – – –
IFO
1692
Independent Family Office
New York
$233K – – –
OFG
1693
OmniStar Financial Group
North Carolina
$232K -$3.97K -18 -2%
WAL
1694
W Advisors LLC
Tennessee
$231K – – –
VWM
1695
Valley Wealth Managers
New Jersey
$231K +$1.1K +5 +0.5%
BFS
1696
Bard Financial Services
Connecticut
$231K – – –
ACS
1697
Archford Capital Strategies
Illinois
$230K +$719 +3 +0.3%
RPCONE
1698
Retirement Planning Company of New England
Rhode Island
$230K – – –
ETIA
1699
Epic Trust Investment Advisors
Washington
$230K +$27.5K +125 +14%
FAM
1700
Family Asset Management
South Carolina
$230K – – –
66 67
68
69 70