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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
$192M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$531M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$446M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.61B
3
Amundi
Amundi
France
$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$425M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
1901
Hexagon Capital Partners
Arkansas
$26.2K -$4.4K -20 -14%
FMP
1902
Financial Management Professionals
Texas
$26K +$661 +3 +3%
LF
1903
Lee Financial
Texas
$23.9K -$16.8K -76 -41%
SC
1904
Stephens Consulting
Michigan
$23.9K +$219 +1 +0.9%
LFG
1905
Larson Financial Group
Missouri
$23.5K – – –
NOI
1906
Newton One Investments
Delaware
$23.4K +$219 +1 +0.9%
GA
1907
GoalVest Advisory
New York
$23.3K +$23.3K +106 New
JMF
1908
Johnson Midwest Financial
Iowa
$22K – – –
BC
1909
Barrett & Company
Rhode Island
$22K +$22K +100 New
RG
1910
Retirement Group
California
$21.1K +$21.1K +96 New
FIA
1911
FNY Investment Advisers
New York
$21K – – –
POIA
1912
Pin Oak Investment Advisors
Texas
$21K – – –
GWSA
1913
Global Wealth Strategies & Associates
Colorado
$20.4K – – –
BCMLT
1914
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K +$10.3K +47 +118%
CB
1915
CNB Bank
Pennsylvania
$18.9K -$11K -50 -37%
FSWA
1916
Financial Synergies Wealth Advisors
Texas
$18.9K +$440 +2 +2%
PP
1917
PFS Partners
New Jersey
$18.9K +$5.93K +27 +46%
RCM
1918
Raleigh Capital Management
North Carolina
$18.6K -$86.6K -392 -82%
FAM
1919
Fred Alger Management
New York
$18.2K -$58.7K -267 -76%
IPW
1920
Impact Partnership Wealth
Georgia
$17.1K +$17.1K +78 New
WTG
1921
West Tower Group
Virginia
$17.1K +$17.1K +78 New
BWA
1922
BDO Wealth Advisors
Florida
$16.5K +$15.4K +70 +1,400%
LFA
1923
Legend Financial Advisors
Pennsylvania
$16.3K – – –
BG
1924
Bollard Group
Massachusetts
$16K +$16K +75 New
NC
1925
NewSquare Capital
Pennsylvania
$15.8K – – –
75 76
77
78 79