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Automatic Data Processing

1,520 hedge funds and large institutions have $56.2B invested in Automatic Data Processing in 2019 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 504 increasing their positions, 601 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 84

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more capital invested

Capital invested by funds: $46B → $56.2B (+$10.2B)

3% more funds holding

Funds holding: 1,4711,520 (+49)

0.51% more ownership

Funds ownership: 80.47%80.98% (+0.51%)

3% less call options, than puts

Call options by funds: $591M | Put options by funds: $609M

16% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 601

Holders
1,520
Holders Change
+49
Holders Change %
+3.33%
% of All Funds
32.9%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
2.08%
New
145
Increased
504
Reduced
601
Closed
84
Calls
$591M
Puts
$609M
Net Calls
-$18.1M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$404M +$1.07M +7,377 +0.3%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$395M +$34.5M +237,846 +11%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$350M -$7.03M -48,388 -2%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$348M -$81.7M -562,096 -21%
Goldman Sachs
30
Goldman Sachs
New York
$344M -$25.7M -176,658 -8%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$342M +$26.8M +184,671 +9%
Ameriprise
32
Ameriprise
Minnesota
$341M +$110K +758 +0%
Harris Associates
33
Harris Associates
Illinois
$321M -$559K -3,845 -0.2%
Charles Schwab
34
Charles Schwab
California
$303M -$164M -1,127,201 -37%
Winslow Capital Management
35
Winslow Capital Management
Minnesota
$300M -$3.47M -23,868 -1%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$296M +$10.2M +69,989 +4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$285M +$6.7M +46,100 +3%
American Century Companies
38
American Century Companies
Missouri
$275M +$18.3M +125,894 +8%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$272M +$38.3M +263,615 +18%
PPA
40
Parametric Portfolio Associates
Washington
$264M +$2.84M +19,527 +1%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$239M -$9.21M -63,426 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$232M +$18.5M +127,382 +10%
TA
43
Teachers Advisors
New York
$229M -$3.07M -21,139 -1%
ClearBridge Investments
44
ClearBridge Investments
New York
$228M -$1.55M -10,638 -0.7%
Citigroup
45
Citigroup
New York
$223M +$60.7M +418,186 +43%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$221M +$602K +4,141 +0.3%
GQG Partners
47
GQG Partners
Florida
$220M +$42.8M +294,599 +27%
DCP
48
DSM Capital Partners
Florida
$217M +$34.9M +239,948 +21%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$211M +$3M +20,667 +2%
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200M -$3.22M -22,159 -2%

ADP Hedge Fund Activity: Q1 2019 in Review

1,520 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2019, worth a combined $56.2B — up 22% from $46B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ADP positions and 84 closed out — a net gain of 61 holders — while 504 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Polen Capital Management, cutting an estimated $186M.

  • 1,520 institutional investors held Automatic Data Processing (ADP) as of Q1 2019, up from 1,471 in Q4 2018.
  • Funds reported $56.2B of Automatic Data Processing stock for Q1 2019, up 22% quarter-over-quarter.
  • 145 funds opened new Automatic Data Processing positions in Q1 2019 and 84 closed out, a net change of +61 holders.
  • The largest Automatic Data Processing buyer in Q1 2019 was JP Morgan Chase, an estimated $320M added.
  • The largest Automatic Data Processing seller in Q1 2019 was Polen Capital Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.