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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 %
CTA
1876
Colonial Trust Advisors
South Carolina
$44.2K +$1.54K +7 +4%
RAM
1877
Riggs Asset Management
Pennsylvania
$44K -$4.18K -19 -9%
TCCM
1878
Timber Creek Capital Management
Massachusetts
$44K – – –
MSFP
1879
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
PCA
1880
Providence Capital Advisors
North Carolina
$44K – – –
CP
1881
Castleview Partners
Texas
$44K – – –
SIS
1882
Sound Income Strategies
Florida
$43.3K -$7.69K -35 -15%
CTB
1883
Country Trust Bank
Illinois
$41.8K – – –
DI
1884
Disciplined Investments
Oklahoma
$41.1K – – –
ECM
1885
Estabrook Capital Management
New York
$40.7K – – –
FPFS
1886
First Personal Financial Services
North Carolina
$40.4K – – –
IFAM
1887
Institutional & Family Asset Management
Colorado
$38.9K +$22K +100 +130%
SWA
1888
SOA Wealth Advisors
New York
$38.1K – – –
CWM
1889
Cedar Wealth Management
California
$36.7K – – –
WIM
1890
Westside Investment Management
California
$36.3K – – –
CA
1891
Centerpoint Advisors
Massachusetts
$36K -$23.9K -108 -40%
CCP
1892
Carmel Capital Partners
California
$34.9K -$63.1K -287 -64%
CWM
1893
CarsonAllaria Wealth Management
Illinois
$32.7K +$221 +1 +0.7%
SSG
1894
Summit Securities Group
New York
$31K +$31K +139 New
WSC
1895
Wellington Shields & Co
New York
$30.6K – – –
TWP
1896
TFO Wealth Partners
Ohio
$30.6K – – –
GKIM
1897
GW&K Investment Management
Massachusetts
$30K +$30K +137 New
CAS
1898
Coppell Advisory Solutions
Texas
$29.9K +$29.9K +138 New
SIS
1899
Strategic Investment Solutions
Illinois
$29.4K – – –
DWA
1900
Delos Wealth Advisors
Texas
$27.3K – – –
74 75
76
77 78