ADP icon

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 %
CP
2001
CenterBook Partners
Connecticut
– -$1.2M -5,403 Closed
LOAMS
2002
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.2M -5,381 Closed
UAS
2003
United Asset Strategies
New York
– -$1.15M -5,144 Closed
SFS
2004
Sowell Financial Services
Arkansas
– -$1.11M -4,968 Closed
MIA
2005
Milestone Investment Advisors
Wisconsin
– -$837K -3,761 Closed
IA
2006
IFG Advisory
Georgia
– -$823K -3,697 Closed
KW
2007
KWB Wealth
California
– -$836K -3,501 Closed
GCMG
2008
Gyroscope Capital Management Group
Florida
– -$655K -2,943 Closed
CWG
2009
C WorldWide Group
Denmark
– -$630K -2,829 Closed
Fiera Capital (Canada)
2010
Fiera Capital (Canada)
Quebec, Canada
– -$583K -2,617 Closed
DA
2011
Duality Advisers
Florida
– -$519K -2,329 Closed
MFG
2012
Magnus Financial Group
New York
– -$478K -2,146 Closed
PC
2013
Permanens Capital
New York
– -$445K -2,000 Closed
LOAMU
2014
Lombard Odier Asset Management (USA)
New York
– -$423K -1,900 Closed
CIM
2015
Contravisory Investment Management
Massachusetts
– -$416K -1,867 Closed
DCM
2016
Dupont Capital Management
Delaware
– -$408K -1,833 Closed
CCM
2017
Compton Capital Management
Rhode Island
– -$378K -1,700 Closed
MPW
2018
Monterey Private Wealth
California
– -$368K -1,655 Closed
NRW
2019
Nova R Wealth
Kansas
– -$361K -1,623 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2020
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$334K -1,500 Closed
BFM
2021
Boothbay Fund Management
New York
– -$326K -1,463 Closed
VC
2022
Veracity Capital
Georgia
– -$308K -1,383 Closed
HR
2023
Howe & Rusling
New York
– -$278K -1,250 Closed
AWC
2024
Abundance Wealth Counselors
Pennsylvania
– -$275K -1,236 Closed
MJRIC
2025
Mogy Joel R Investment Counsel
California
– -$267K -1,200 Closed
79 80
81
82 83