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Automatic Data Processing
ADP

Overview Fund Activity

1,946 hedge funds and large institutions have $75.6B invested in Automatic Data Processing in 2022 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 707 increasing their positions, 709 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
30.8%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.23%
New
139
Increased
707
Reduced
709
Closed
95
Calls
$403M
Puts
$591M
Net Calls
-$188M
Net Calls Change
+$160M

Top Buyers

1
UBS AM
UBS AM
Illinois
$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
3
BlackRock
BlackRock
New York
$7.65B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$945M
5
FIS
Fundsmith Investment Services
Mauritius
$321M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.5M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.27B
3
Harris Associates
Harris Associates
Illinois
$15.7M
4
BI
BlueSpruce Investments
Illinois
$162M
5
Morgan Stanley
Morgan Stanley
New York
$2.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1926
Schubert & Co
Texas
$6K +$429 +2 +8%
GKIM
1927
GW&K Investment Management
Massachusetts
$6K +$6K +28 New
EAM
1928
Eukles Asset Management
Ohio
$5K – – –
SLWS
1929
Swaine & Leidel Wealth Services
Florida
$4.04K +$4.04K +4,036 New
CCM
1930
Cribstone Capital Management
Maine
$4K -$421 -2 -10%
LIM
1931
Longfellow Investment Management
Massachusetts
$4K – – –
AIP
1932
Ahrens Investment Partners
Louisiana
$3K – – –
MAM
1933
McCarthy Asset Management
California
$3K – – –
WAS
1934
Winch Advisory Services
Wisconsin
$3K – – –
IUHSA
1935
Itau Unibanco Holding S.A.
Brazil
$3K +$3K +11 New
UFF
1936
USA Financial Formulas
Michigan
$2K – – –
FWM
1937
Focused Wealth Management
New York
$2K – – –
NDSI
1938
Newman Dignan & Sheerar Inc
Rhode Island
$1.11K +$23 +101 +2%
BBPWM
1939
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
PA
1940
PSI Advisors
Florida
$1K – – –
GA
1941
GoalVest Advisory
New York
$1K +$1K +3 New
MAM
1942
Marquette Asset Management
Minnesota
$1K +$1K +3 New
BIM
1943
Baldwin Investment Management
Pennsylvania
$705 -$80 -350 -10%
ACA
1944
Atlas Capital Advisors
Wyoming
$683 – – –
ONST
1945
Old North State Trust
North Carolina
$503 -$492K -1,958 -100%
FGAM
1946
Financial Gravity Asset Management
Texas
$450 -$1.19K -5,563 -73%
LWMNY
1947
Landmark Wealth Management (New York)
New York
$307 +$307 +307 New
WIM
1948
Westside Investment Management
California
$31 – – –
CRC
1949
Cedar Rock Capital
United Kingdom
– -$496M -2,012,066 Closed
Two Sigma Investments
1950
Two Sigma Investments
New York
– -$122M -493,716 Closed
76 77
78
79 80