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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 %
HWM
1776
HighMark Wealth Management
Minnesota
$174K – – –
SCA
1777
Stonebridge Capital Advisors
Minnesota
$171K -$16.5K -75 -9%
SN
1778
Sittner & Nelson
Oregon
$170K – – –
TSW
1779
Thompson Siegel & Walmsley
Virginia
$170K – – –
CBT
1780
Central Bank & Trust
Kentucky
$168K +$37.8K +172 +29%
FBC
1781
Fairfield, Bush & Co
Connecticut
$166K +$166K +755 New
CFO
1782
CVA Family Office
Colorado
$159K +$6.81K +31 +4%
RA
1783
Rational Advisors
New York
$158K +$158K +719 New
AF
1784
Advisornet Financial
Minnesota
$157K +$9.01K +41 +6%
ODG
1785
O'Dell Group
Ohio
$156K +$156K +712 New
NBT
1786
Northwest Bank & Trust
Iowa
$154K +$154K +700 New
CHA
1787
Carmichael Hill & Associates
Maryland
$151K +$13.8K +63 +10%
CCMI
1788
Creative Capital Management Investments
California
$143K – – –
SOW
1789
State of Wyoming
Wyoming
$143K +$142K +647 +21,567%
GWS
1790
Glassman Wealth Services
Virginia
$142K -$10.6K -48 -7%
MHR
1791
Matthew Hamilton Rosenberg
$141K -$14.7K -67 -9%
LS
1792
Livforsakringsbolaget Skandia
Sweden
$134K – – –
UCB
1793
United Community Bank
South Carolina
$130K +$7.69K +35 +6%
OBWP
1794
O'Brien Wealth Partners
Massachusetts
$129K -$1.54K -7 -1%
BWL
1795
Bogart Wealth LLC
Virginia
$127K +$52.7K +240 +71%
RFA
1796
Register Financial Advisors
Georgia
$122K +$88.1K +401 +257%
TWM
1797
Tradition Wealth Management
Minnesota
$120K +$4.62K +21 +4%
RTC
1798
Riverview Trust Company
Washington
$119K -$126K -575 -52%
CWM
1799
Cranbrook Wealth Management
Michigan
$117K – – –
PPC
1800
Park Place Capital
Alabama
$117K – – –
70 71
72
73 74