ADP icon

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 %
DIA
1751
Dana Investment Advisors
Wisconsin
$205K – – –
SIAP
1752
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$205K – – –
FBFS
1753
First Business Financial Services
Wisconsin
$205K – – –
KA
1754
Kovack Advisors
Florida
$205K +$205K +931 New
WG
1755
Winton Group
United Kingdom
$203K -$704K -3,202 -78%
KCM
1756
KRS Capital Management
Michigan
$203K -$10.8K -49 -5%
AIC
1757
Archer Investment Corporation
Indiana
$203K +$5.06K +23 +3%
FA
1758
Financial Avengers
California
$203K +$1.32K +6 +0.7%
DWM
1759
Dechtman Wealth Management
Colorado
$202K +$202K +920 New
AFS
1760
Annapolis Financial Services
Maryland
$202K -$6.81K -31 -3%
KFA
1761
Kelleher Financial Advisors
New York
$202K +$44K +200 +28%
SAM
1762
SignalPoint Asset Management
Missouri
$202K – – –
NCM
1763
Novare Capital Management
North Carolina
$201K -$36.3K -165 -15%
LA
1764
Latitude Advisors
Florida
$200K +$200K +911 New
PPWM
1765
PFG Private Wealth Management
Florida
$200K – – –
IA
1766
IFS Advisors
Kansas
$196K – – –
GC
1767
Garde Capital
Washington
$193K – – –
C
1768
Covestor
United Kingdom
$193K +$37.7K +172 +24%
AP
1769
Arlington Partners
Alabama
$192K +$157K +713 +446%
LIM
1770
Longfellow Investment Management
Massachusetts
$189K +$186K +844 +6,029%
IBOK
1771
Independence Bank of Kentucky
Kentucky
$187K -$14.1K -64 -7%
AAG
1772
Armstrong Advisory Group
Massachusetts
$186K – – –
RBC
1773
Roble Belko & Company
Pennsylvania
$180K – – –
MME
1774
Meag Munich Ergo
Germany
$180K -$2.11M -9,607 -92%
PIAS
1775
PCA Investment Advisory Services
Ohio
$175K +$175K +798 New
69 70
71
72 73