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Automatic Data Processing
ADP

Overview Fund Activity

1,930 hedge funds and large institutions have $68.8B invested in Automatic Data Processing in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 666 increasing their positions, 746 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,930
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
32.63%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.44%
New
120
Increased
666
Reduced
746
Closed
111
Calls
$329M
Puts
$500M
Net Calls
-$171M
Net Calls Change
+$16.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.96B
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$447M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$185M
4
Two Sigma Investments
Two Sigma Investments
New York
$124M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.36M
2
UBS AM
UBS AM
Illinois
$615M
3
Capital World Investors
Capital World Investors
California
$715M
4
AWA
Aaron Wealth Advisors
Illinois
$1.37M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1801
Tradewinds Capital Management
Washington
$63K -$129K -620 -67%
SWM
1802
Selective Wealth Management
Virginia
$63K – – –
YAL
1803
Your Advocates Ltd
Texas
$63K – – –
FMTCOCP
1804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K +$1.69K +8 +3%
CWM
1805
Cranbrook Wealth Management
Michigan
$61K – – –
OA
1806
Operose Advisors
Wisconsin
$60K – – –
BWL
1807
Bogart Wealth LLC
Virginia
$59K – – –
WPWM
1808
Western Pacific Wealth Management
Illinois
$59K – – –
RDFA
1809
Ritter Daniher Financial Advisory
Ohio
$58K – – –
GIA
1810
Goodwin Investment Advisory
Georgia
$57.3K – – –
Credit Agricole
1811
Credit Agricole
France
$57K – – –
BC
1812
Burleson & Co
California
$56K -$21K -99 -27%
PK
1813
Pflug Koory
Nebraska
$56K – – –
OIA
1814
Optimum Investment Advisors
Illinois
$53K – – –
OCM
1815
Orion Capital Management
California
$53K +$53K +250 New
BSWA
1816
Bromfield Sneider Wealth Advisors
Massachusetts
$52K – – –
TCWM
1817
Total Clarity Wealth Management
Illinois
$52K +$52K +246 New
SC
1818
Stephens Consulting
Michigan
$51K – – –
FCT
1819
First Community Trust
Iowa
$50K – – –
HNWAG
1820
High Net Worth Advisory Group
Florida
$50K +$208 +1 +0.4%
CA
1821
Crewe Advisors
Utah
$50K +$23.7K +113 +90%
MSFP
1822
Mark Sheptoff Financial Planning
Connecticut
$49K – – –
SFG
1823
Steward Financial Group
Texas
$49K +$10K +48 +26%
APC
1824
Aspire Private Capital
North Carolina
$48K – – –
CMP
1825
Coston McIsaac & Partners
Maine
$48K +$48K +228 New
71 72
73
74 75