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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 %
FGAM
1951
Financial Gravity Asset Management
Texas
$4.8K -$65 -3 -1%
MFT
1952
Moisand Fitzgerald Tamayo
Florida
$4.62K – – –
CPG
1953
Cornerstone Planning Group
New Jersey
$4.18K +$4.18K +19 New
WWM
1954
Wolff Wiese Magana
California
$3.96K +$879 +4 +29%
TCA
1955
Trifecta Capital Advisors
Illinois
$3.3K – – –
BWAM
1956
Boyd Watterson Asset Management
Ohio
$3.3K – – –
HF
1957
Halpern Financial
Virginia
$3.08K +$3.08K +14 New
MCM
1958
Magnolia Capital Management
New York
$3K – – –
2L
1959
25 LLC
Missouri
$2.8K +$467 +2 +20%
KIG
1960
Kessler Investment Group
Indiana
$2.42K – – –
TAIM
1961
TD Ameritrade Investment Management
Nebraska
$2K -$1K -5 -33%
WAS
1962
Winch Advisory Services
Wisconsin
$2K – – –
IHWM
1963
Iron Horse Wealth Management
Iowa
$1.76K – – –
FWM
1964
Focused Wealth Management
New York
$1.6K – – –
TWD
1965
True Wealth Design
Ohio
$1.54K – – –
PA
1966
PSI Advisors
Florida
$1.32K – – –
BBPWM
1967
Blue Bell Private Wealth Management
Pennsylvania
$1.32K – – –
CA
1968
Crewe Advisors
Utah
$660 -$10.3K -47 -94%
CAM
1969
Costello Asset Management
Pennsylvania
$659 – – –
PI
1970
PEAK6 Investments
Illinois
$511 -$86.4K -338 -99%
DF
1971
DecisionPoint Financial
Arizona
$440 – – –
CJL
1972
Cyrus J. Lawrence
New York
$12 – – –
JPMPWA
1973
J.P. Morgan Private Wealth Advisors
California
– -$108M -486,080 Closed
AAM
1974
Ardevora Asset Management
United Kingdom
– -$79M -354,727 Closed
JCM
1975
Junto Capital Management
New York
– -$28M -125,661 Closed
77 78
79
80 81